Who owns PIMCO SENIOR LOAN ACTIVE ETF?
- Ticker: LONZ
- CUSIP Number: 72201r627
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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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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 |
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Allianz Asset Management | 2.1M | $108M | 35% | Dec 2023 |
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Wealth Enhancement Advisory Services | 953k | $49M | 2% | Mar 2024 |
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Advocacy Wealth Management Services | 731k | $37M | 9% | Mar 2024 |
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Roger Wittlin Investment Advisory | 162k | $8.2M | 2% | Dec 2023 |
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Royal Bank of Canada | 162k | $8.2M | 11% | Dec 2023 |
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Family Investment Center | 153k | $7.8M | 100% | Mar 2024 |
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LifePro Asset Management | 87k | $4.4M | 10% | Mar 2024 |
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Wright Fund Managment | 75k | $3.8M | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 70k | $3.6M | 42% | Mar 2024 |
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Jane Street | 49k | $2.5M | -38% | Dec 2023 |
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U.S. Capital Wealth Advisors | 30k | $1.5M | -4% | Dec 2023 |
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Bank Of Montreal | 28k | $1.4M | 100% | Dec 2023 |
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Carnick & Kubik | 25k | $1.3M | -24% | Mar 2024 |
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Hilltop Holdings | 23k | $1.2M | 2% | Dec 2023 |
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CWM | 17k | $862k | 33% | Mar 2024 |
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J.w. Cole Advisors | 14k | $715k | 6% | Dec 2023 |
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Advisor Group Holdings | 12k | $600k | -91% | Dec 2023 |
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Mid-American Wealth Advisory Group | 9.4k | $481k | 100% | Mar 2024 |
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Naples Global Advisors | 9.2k | $467k | 71% | Dec 2023 |
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Armstrong Advisory Group | 8.5k | $427k | 0% | Mar 2024 |
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SimpliFi | 5.7k | $291k | 100% | Mar 2024 |
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Acorn Wealth Advisors | 5.5k | $283k | 4% | Mar 2024 |
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Citadel Advisors | 5.0k | $252k | 100% | Dec 2023 |
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Flow Traders US | 4.3k | $218k | 0% | Dec 2023 |
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Bank of America Corporation | 3.5k | $177k | 100% | Dec 2023 |
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TD Waterhouse Canada | 1.0k | $51k | 100% | Dec 2023 |
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UBS Group | 2.00 | $101.000000 | 100% | Dec 2023 |
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Who sold out of Pimco Senior Loan Active Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Evoke Wealth | Sep 2023 | 159k | $8.0M |
Atria Investments | Sep 2023 | 136k | $6.9M |
Mariner Wealth Advisors | Sep 2023 | 135k | $6.8M |
Sigma Planning | Sep 2023 | 5.8k | $293k |
Jpmorgan Chase & Co | Sep 2023 | 5.8k | $290k |