PIMCO Ultra Short Government Active ETF (BILZ) Institutional Ownership

$100.96
+0.06 (+0.06%)
(As of 05/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$64.61M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$765.91K
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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
5/16/2024Slagle Financial LLC2,026$205K0.1%N/A0.078%
5/11/2024 Patten & 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%
5/4/2024 Csenge 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%
4/18/2024 Bridgewealth 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%
2/5/2024 Bridgewealth 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%
11/9/2023 Bridgewealth 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%
10/11/2023 AE 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, 19 institutional investors and hedge funds held shares of PIMCO Ultra Short Government Active ETF. The most heavily invested institutionals were Lloyd Advisory Services LLC. ($13.56M), Mid American Wealth Advisory Group Inc. ($11.25M), B.O.S.S. Retirement Advisors LLC ($6.42M), Bridgewealth Advisory Group LLC ($4.27M), Great Lakes Retirement Inc. ($3.71M), Astoria Portfolio Advisors LLC. ($3.10M), and Heirloom Wealth Management ($2.33M).Learn more on BILZ's institutional investors.

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

Of the 18 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: Mid American Wealth Advisory Group Inc. ($215.07K), Lloyd Advisory Services LLC. ($134.73K), B.O.S.S. Retirement Advisors LLC ($63.75K), Bridgewealth Advisory Group LLC ($42.20K), Great Lakes Retirement Inc. ($36.71K), Astoria Portfolio Advisors LLC. ($30.69K), and Heirloom Wealth Management ($22.99K).

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

Institutional investors have bought a total of 641,271 shares in the last 24 months. This purchase volume represents approximately $64.61M 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: Keene & Associates Inc. ($5.96K), Private Advisor Group LLC ($1.37K), 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 7,580 shares in the last 24 months. This volume of shares sold represents approximately $765.91K in transactions.


This page (NYSEARCA:BILZ) was last updated on 5/17/2024 by MarketBeat.com Staff

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