Purchases and Sales Made in Q3 2025 in Pimco ETF Tr Sr Ln Active Exch (LONZ)
This table provides information about the institutional ownership of Pimco ETF Tr Sr Ln Active Exch (LONZ) during Q3 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR SR LN ACTIVE EXCH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
137KNew |
$6.97M - $7.02M
|
137K
$6.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
128KNew |
$6.48M - $6.53M
|
128K
$6.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
81.8K+ 64.36% |
$4.15M - $4.18M
|
209K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.7KNew |
$2.37M - $2.38M
|
46.7K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
32.6K+ 3.88% |
$1.65M - $1.67M
|
872K
$44M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.7K+ 8.05% |
$1.51M - $1.52M
|
399K
$20.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.2K+ 14.22% |
$923K - $931K
|
146K
$7.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1K+ 136.02% |
$513K - $518K
|
17.6K
$887K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.61K+ 6.62% |
$487K - $491K
|
155K
$7.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.05KNew |
$459K - $463K
|
9.05K
$457K
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
7.81K+ 9.73% |
$396K - $399K
|
88.1K
$4.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.58K+ 4.77% |
$384K - $387K
|
167K
$8.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.89KNew |
$298K - $301K
|
5.89K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.35K+ 10.95% |
$271K - $273K
|
54.2K
$2.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.33K+ 6.51% |
$270K - $273K
|
87.3K
$4.41M
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
3.81K+ 11.9% |
$193K - $195K
|
35.8K
$1.81M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.49K+ 2.74% |
$177K - $178K
|
131K
$6.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.11KNew |
$158K - $159K
|
3.11K
$157K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.81K+ 1.95% |
$142K - $144K
|
147K
$7.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.72K+ 31.06% |
$138K - $139K
|
11.5K
$579K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.49K+ 42.7% |
$126K - $127K
|
8.31K
$419K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.77KNew |
$89.9K - $90.6K
|
1.77K
$89.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 9.11% |
$58.3K - $58.8K
|
13.8K
$695K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.14K+ 5.8% |
$57.7K - $58.2K
|
20.8K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.03KNew |
$52.3K - $52.7K
|
1.03K
$52K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
869+ 2.83% |
$44.1K - $44.4K
|
31.5K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
804+ 11.73% |
$40.8K - $41.1K
|
7.66K
$387K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
619+ 3.89% |
$31.4K - $31.6K
|
16.5K
$834K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
508+ 4.18% |
$25.8K - $26K
|
12.7K
$640K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
348New |
$17.6K - $17.8K
|
348
$17.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
166New |
$8.42K - $8.48K
|
166
$8.38K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
162+ 3.29% |
$8.21K - $8.28K
|
5.08K
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
151+ 1.33% |
$7.66K - $7.72K
|
11.5K
$580K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
100New |
$5.07K - $5.11K
|
100
$5.05K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81New |
$4.11K - $4.14K
|
81
$4.09K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.86% |
$50.7 - $51.1
|
115
$5.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 0.04% |
$101 - $102
|
4.67K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11- 0.01% |
$558 - $562
|
85.1K
$4.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-37- 12.98% |
$1.88K - $1.89K
|
248
$12.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-228- 3.68% |
$11.6K - $11.7K
|
5.97K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-231- 24.26% |
$11.7K - $11.8K
|
721
$36.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-266- 3.83% |
$13.5K - $13.6K
|
6.68K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-334- 6.31% |
$16.9K - $17.1K
|
4.96K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-745- 28.79% |
$37.8K - $38.1K
|
1.84K
$93K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-845- 17.44% |
$42.8K - $43.2K
|
4K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-863- 1.02% |
$43.8K - $44.1K
|
83.8K
$4.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-988- 13.57% |
$50.1K - $50.5K
|
6.29K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.05K- 9.9% |
$53.1K - $53.5K
|
9.53K
$481K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 2.09% |
$90.2K - $91K
|
83.3K
$4.21M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.14K- 5.55% |
$159K - $161K
|
53.5K
$2.7M
|
|