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PIMCO Ultra Short Government Active ETF (BILZ) Institutional Ownership

$100.90
0.00 (0.00%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$130.15M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$9.99M
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BILZ Institutional Buying and Selling by Quarter

PIMCO Ultra Short Government Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Patten & Patten Inc. TN18,334$1.86M0.1%+69.0%0.708%
11/1/2024 ABLE Financial Group LLC2,354$238K0.1%N/A0.091%
10/29/2024 Lodestone Wealth Management LLC5,536$560K0.3%N/A0.214%
10/25/2024 Trajan Wealth LLC74,802$7.57M0.4%+16.7%2.888%
10/24/2024 FSA Advisors Inc.5,265$532K0.5%+68.8%0.203%
10/23/2024 Outlook Wealth Advisors LLC6,616$670K0.2%-79.7%0.255%
10/23/2024 Keene & Associates Inc.8,520$862K0.7%+8.6%0.329%
10/23/2024 Great Lakes Retirement Inc.35,422$3.59M0.5%-14.5%1.368%
10/22/2024 Elevated Capital Advisors LLC33,447$3.39M0.9%+51.5%1.291%
10/22/2024 Private Advisor Group LLC4,891$495K0.0%-9.0%0.189%
10/21/2024 Precision Wealth Strategies LLC17,039$1.73M1.6%+8.2%0.658%
10/17/2024Addison Capital Co3,485$353K0.1%+16.2%0.135%
10/16/2024 B.O.S.S. Retirement Advisors LLC6,842$693K0.1%+22.9%0.264%
10/10/2024 Lloyd Advisory Services LLC.138,081$13.98M6.8%-26.5%5.331%
10/9/2024 Private Advisory Group LLC12,852$1.30M0.2%N/A0.496%
10/5/2024 Biltmore Wealth Management LLC5,739$581K0.2%+5.6%0.222%
10/2/2024 Mid American Wealth Advisory Group Inc.148,625$15.04M9.4%+22.8%5.738%
8/14/2024Bridgewealth Advisory Group LLC58,652$5.93M2.6%+39.0%2.265%
8/13/2024Thrivent Financial for Lutherans40,658$4.11M0.0%-8.6%1.570%
8/13/2024AE Wealth Management LLC1,039,014$105.04M1.1%+38.8%40.116%
8/13/2024 Hollencrest Capital Management5,000$506K0.0%N/A0.193%
8/9/2024 Keene & Associates Inc.7,845$793K0.6%-33.7%0.303%
8/6/2024 Lloyd Advisory Services LLC.187,915$19.00M8.9%N/A7.255%
8/5/2024 Private Advisor Group LLC5,377$544K0.0%-15.0%0.208%
8/2/2024Legacy Capital Wealth Partners LLC26,734$2.70M0.7%N/A1.032%
8/1/2024 Elevated Capital Advisors LLC22,072$2.23M0.6%N/A0.852%
7/27/2024 Trajan Wealth LLC64,083$6.48M0.4%+0.2%2.474%
7/25/2024Addison Capital Co3,000$303K0.1%N/A0.116%
7/25/2024POM Investment Strategies LLC10,536$1.07M0.9%+142.4%0.407%
7/25/2024Beacon Capital Management LLC276$28K0.0%N/A0.011%
7/24/2024 Slagle Financial LLC2,672$270K0.1%+31.9%0.103%
7/23/2024Security Financial Services INC.3,975$402K0.1%N/A0.153%
7/18/2024 Outlook Wealth Advisors LLC32,668$3.30M1.0%+47.1%1.261%
7/13/2024 Biltmore Wealth Management LLC5,434$549K0.2%+6.7%0.210%
7/12/2024 Southland Equity Partners LLC3,163$320K0.1%N/A0.122%
7/10/2024Csenge Advisory Group12,058$1.22M0.1%+72.9%0.466%
7/10/2024 Mid American Wealth Advisory Group Inc.121,066$12.24M7.8%+8.9%4.674%
7/9/2024 Astoria Portfolio Advisors LLC.32,458$3.28M1.2%+5.8%1.253%
5/23/2024 FSA Advisors Inc.3,153$319K0.3%N/A0.122%
5/16/2024 Slagle Financial LLC2,026$205K0.1%N/A0.078%
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5/11/2024Patten & Patten Inc. TN7,966$806K0.1%N/A0.308%
5/9/2024 Great Lakes Retirement Inc.36,709$3.71M0.5%+4.6%1.417%
5/4/2024Csenge Advisory Group6,973$705K0.0%+76.4%0.269%
5/1/2024 Precision Wealth Strategies LLC21,008$2.13M2.0%+38.1%0.811%
4/30/2024 Private Advisor Group LLC6,323$640K0.0%-17.8%0.237%
4/25/2024 Heirloom Wealth Management22,989$2.33M0.8%+980.3%0.861%
4/24/2024 Keene & Associates Inc.11,840$1.20M0.9%-28.0%0.443%
4/22/2024 Outlook Wealth Advisors LLC22,206$2.25M0.7%+98.7%0.832%
4/18/2024Bridgewealth Advisory Group LLC42,202$4.27M2.1%+37.8%1.581%
4/16/2024 Astoria Portfolio Advisors LLC.30,688$3.10M1.2%N/A1.149%
4/8/2024 Mid American Wealth Advisory Group Inc.111,212$11.25M7.6%+56.1%74.141%
3/1/2024Pineridge Advisors LLC638$64K0.0%N/A0.425%
2/13/2024 Lloyd Advisory Services LLC.134,725$13.56M6.4%N/A89.817%
2/7/2024 Mid American Wealth Advisory Group Inc.71,224$7.17M4.9%N/A47.483%
2/6/2024 Private Advisor Group LLC7,696$775K0.0%N/A5.131%
2/5/2024 Mid American Wealth Advisory Group Inc.103,861$10.46M7.2%N/A69.241%
2/5/2024Bridgewealth Advisory Group LLC30,626$3.08M2.4%+22.0%20.417%
2/5/2024 Precision Wealth Strategies LLC15,216$1.53M1.5%+230.3%10.144%
1/31/2024 Heirloom Wealth Management2,128$214K0.1%N/A1.419%
1/30/2024 Keene & Associates Inc.16,455$1.66M1.4%-7.6%10.970%
1/29/2024 Outlook Wealth Advisors LLC11,174$1.13M0.4%N/A7.449%
1/26/2024 B.O.S.S. Retirement Advisors LLC63,745$6.42M1.2%N/A42.497%
1/25/2024 Biltmore Wealth Management LLC5,092$512K0.2%-4.6%3.395%
1/18/2024 Great Lakes Retirement Inc.35,102$3.53M0.6%N/A23.401%
1/9/2024 Southland Equity Partners LLC2,456$247K0.1%N/A1.637%
11/9/2023Bridgewealth Advisory Group LLC25,108$2.53M3.1%N/A16.739%
10/31/2023 Precision Wealth Strategies LLC4,607$464K0.5%N/A3.071%
10/23/2023Commonwealth Equity Services LLC5,327$536K0.0%N/A3.551%
10/13/2023 Keene & Associates Inc.17,800$1.79M1.4%N/A11.867%
10/11/2023AE Wealth Management LLC4,998$503K0.0%N/A3.332%
(Data available from 1/1/2016 forward)

BILZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BILZ shares?

During the previous two years, 32 institutional investors and hedge funds held shares of PIMCO Ultra Short Government Active ETF. The most heavily invested institutionals were AE Wealth Management LLC ($105.04M), Mid American Wealth Advisory Group Inc. ($15.04M), Lloyd Advisory Services LLC. ($13.98M), Trajan Wealth LLC ($7.57M), Bridgewealth Advisory Group LLC ($5.93M), Thrivent Financial for Lutherans ($4.11M), and Great Lakes Retirement Inc. ($3.59M).Learn more on BILZ's institutional investors.

Which institutional investors have been buying PIMCO Ultra Short Government Active ETF stock?

Of the 31 institutional investors that purchased PIMCO Ultra Short Government Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lloyd Advisory Services LLC. ($322.64K), AE Wealth Management LLC ($295.55K), Mid American Wealth Advisory Group Inc. ($252.49K), B.O.S.S. Retirement Advisors LLC ($65.02K), Bridgewealth Advisory Group LLC ($58.65K), Great Lakes Retirement Inc. ($36.71K), and Elevated Capital Advisors LLC ($33.45K).

How much institutional buying is happening at PIMCO Ultra Short Government Active ETF?

Institutional investors have bought a total of 1,322,073 shares in the last 24 months. This purchase volume represents approximately $133.45M in transactions.

Which PIMCO Ultra Short Government Active ETF major shareholders have been selling company stock?

The following institutional investors have sold PIMCO Ultra Short Government Active ETF stock in the last 24 months: Lloyd Advisory Services LLC. ($49.83K), Outlook Wealth Advisors LLC ($26.05K), Keene & Associates Inc. ($9.96K), Great Lakes Retirement Inc. ($6.03K), Thrivent Financial for Lutherans ($3.80K), Private Advisor Group LLC ($2.81K), and Biltmore Wealth Management LLC ($247.00).

How much institutional selling is happening at PIMCO Ultra Short Government Active ETF?

Institutional investors have sold a total of 98,724 shares in the last 24 months. This volume of shares sold represents approximately $9.99M in transactions.



This page (NYSEARCA:BILZ) was last updated on 11/4/2024 by MarketBeat.com Staff
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