Who owns PIMCO SENIOR LOAN ACTIVE ETF?
- Ticker: LONZ
- CUSIP Number: 72201r627
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco Senior Loan Active Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pimco Senior Loan Active Etf stock
Who bought or sold PIMCO SENIOR LOAN ACTIVE ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allianz Asset Management | 3.2M | $165M | 100% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 1.0M | $53M | 9% | Jun 2024 |
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| Advocacy Wealth Management Services | 719k | $37M | -2% | Sep 2024 |
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| Meitav Dash Investments | 488k | $25M | 100% | Sep 2024 |
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| Ferguson Shapiro | 371k | $19M | 100% | Sep 2024 |
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| Family Investment Center | 274k | $14M | 33% | Sep 2024 |
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| CWM | 271k | $14M | 101% | Sep 2024 |
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| LPL Financial | 261k | $13M | 661% | Sep 2024 |
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| Roger Wittlin Investment Advisory | 219k | $11M | 9% | Sep 2024 |
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| Royal Bank of Canada | 175k | $8.9M | 21% | Sep 2024 |
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| Atria Investments | 168k | $8.6M | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 165k | $8.4M | 100% | Sep 2024 |
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| Inspire Advisors | 156k | $8.0M | 3% | Sep 2024 |
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| Jpmorgan Chase & Co | 103k | $5.3M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 96k | $4.9M | 32% | Sep 2024 |
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| LifePro Asset Management | 91k | $4.7M | 7% | Sep 2024 |
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| Carnick & Kubik | 45k | $2.3M | 96% | Sep 2024 |
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| J.w. Cole Advisors | 41k | $2.1M | 81% | Sep 2024 |
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| Jane Street | 37k | $1.9M | 24% | Sep 2024 |
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| Watts Gwilliam & Co | 36k | $1.8M | 100% | Sep 2024 |
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| L & S Advisors | 30k | $1.5M | 28% | Sep 2024 |
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| Wright Fund Managment | 30k | $1.5M | 0% | Sep 2024 |
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| Mid-American Wealth Advisory Group | 30k | $1.5M | 63% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 29k | $1.5M | -3% | Sep 2024 |
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| Hilltop Holdings | 27k | $1.4M | 13% | Sep 2024 |
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| Seed Wealth Management | 24k | $1.2M | 100% | Sep 2024 |
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| Envestnet Asset Management | 18k | $923k | 5% | Sep 2024 |
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| Armstrong Advisory Group | 18k | $899k | 26% | Sep 2024 |
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| Pasadena Private Wealth | 17k | $866k | 0% | Sep 2024 |
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| Commonwealth Equity Services | 14k | $707k | 100% | Sep 2024 |
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| Naples Global Advisors | 11k | $543k | 2% | Sep 2024 |
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| Titleist Asset Management | 10k | $533k | 52% | Jun 2024 |
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| AE Wealth Management | 9.8k | $501k | 26% | Sep 2024 |
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| Advisor Group Holdings | 9.1k | $468k | -40% | Sep 2024 |
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| Citadel Advisors | 7.8k | $398k | 19% | Sep 2024 |
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| Harbour Investments | 7.0k | $359k | 0% | Sep 2024 |
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| Alexander Labrunerie & Co | 6.0k | $307k | 100% | Sep 2024 |
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| Acorn Wealth Advisors | 5.9k | $300k | 6% | Jun 2024 |
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| Brian McDonald | 5.8k | $297k | 0% | Sep 2024 |
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| Huntington National Bank | 5.8k | $295k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 5.6k | $285k | -6% | Jun 2024 |
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| SimpliFi | 5.2k | $267k | -16% | Sep 2024 |
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| Relative Value Partners | 4.8k | $246k | 100% | Jun 2024 |
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| Financial Gravity Wealth | 1.0k | $53k | 100% | Jun 2024 |
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| TD Waterhouse Canada | 1.0k | $51k | 0% | Sep 2024 |
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| Authentikos Wealth Advisory | 592.00 | $30k | 100% | Sep 2024 |
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| Financial Gravity Companies | 306.00 | $16k | 100% | Sep 2024 |
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| Morgan Stanley | 130.00 | $8.2k | 0% | Jun 2024 |
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| EverSource Wealth Advisors | 10.00 | $511.000000 | 0% | Sep 2024 |
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Who sold out of Pimco Senior Loan Active Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| 49 Wealth Management | Jun 2024 | 147k | $7.5M |
| Lake Street Financial | Jun 2024 | 4.8k | $246k |
| Wells Fargo & Company | Jun 2024 | 434.00 | $22k |