Purchases and Sales Made in Q1 2023 in Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)

ZROZ Quotes by TradingView

This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 25+ YR ZERO CPN U.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 27, 2023 Q1 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
97.7K
New
$8.64M - $9.63M
97.7K $6.93M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
82K
+ 100.58%
$7.25M - $8.09M
164K $11.6M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
78K
+ 68.14%
$6.89M - $7.69M
192K $13.6M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
49K
+ 79.33%
$4.33M - $4.83M
111K $7.86M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
48.4K
+ 395.45%
$4.28M - $4.77M
60.6K $4.3M
May 12, 2023 Q1 2023
Callodine Capital Management, LP

Boston, MA
BUY
 -
40K
New
$3.54M - $3.94M
40K $2.84M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
39.9K
+ 11.01%
$3.53M - $3.93M
402K $28.5M
May 08, 2023 Q1 2023
Hamilton Wealth, LLC

BUY
 -
37.5K
+ 46.36%
$3.31M - $3.7M
118K $8.4M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
37.1K
+ 160.77%
$3.28M - $3.66M
60.2K $4.27M
Apr 06, 2023 Q1 2023
Consilio Wealth Advisors, LLC

BUY
 -
36.1K
New
$3.19M - $3.56M
36.1K $2.56M
May 15, 2023 Q1 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
33.8K
New
$2.99M - $3.33M
33.8K $2.4M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
24.1K
+ 39.87%
$2.13M - $2.38M
84.7K $6.01M
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

BUY
 -
22.3K
New
$1.97M - $2.2M
22.3K $1.58M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
19.1K
New
$1.69M - $1.88M
19.1K $1.35M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
15.2K
New
$1.34M - $1.49M
15.2K $1.08M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
14.3K
+ 31.34%
$1.26M - $1.41M
59.9K $4.25M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
14.3K
New
$1.26M - $1.41M
14.3K $1.01M
May 11, 2023 Q1 2023
Horizon Wealth Management, LLC

BUY
 -
14.1K
+ 9.93%
$1.25M - $1.39M
157K $11.1M
Apr 11, 2023 Q1 2023
Gen Wealth Group, Inc.

BUY
 -
14K
+ 11.94%
$1.24M - $1.38M
131K $9.31M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
11.8K
+ 112.17%
$1.04M - $1.16M
22.3K $1.58M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
9.12K
New
$806K - $899K
9.12K $647K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
9.06K
+ 2.32%
$801K - $893K
400K $28.4M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.3K
+ 276.92%
$734K - $819K
11.3K $802K
Dec 13, 2024 Q1 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
7.2K
+ 81.0%
$637K - $710K
16.1K $1.14M
May 05, 2023 Q1 2023
Delphi Financial Group, Inc.

BUY
 -
7.2K
New
$637K - $710K
7.2K $511K
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
7.14K
+ 14.88%
$631K - $704K
55.1K $3.91M
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
5.13K
+ 17.39%
$453K - $505K
34.6K $2.45M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
4.39K
New
$388K - $433K
4.39K $311K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.25K
New
$376K - $419K
4.25K $301K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
4.1K
+ 16.33%
$362K - $404K
29.2K $2.07M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
4.02K
New
$356K - $397K
4.02K $285K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
3.01K
New
$266K - $297K
3.01K $214K
Apr 28, 2023 Q1 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
2.92K
New
$258K - $288K
2.92K $207K
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
2.44K
New
$216K - $241K
2.44K $173K
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
2.4K
+ 160.0%
$212K - $237K
3.9K $277K
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
2.33K
New
$206K - $230K
2.33K $165K
May 15, 2023 Q1 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
2.31K
New
$204K - $228K
2.31K $164K
Apr 27, 2023 Q1 2023
Mackay Shields LLC

BUY
 -
2.31K
New
$204K - $228K
2.31K $164K
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
2.13K
New
$188K - $210K
2.13K $151K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
2.09K
+ 22.86%
$184K - $206K
11.2K $795K
Apr 25, 2023 Q1 2023
Atlas Financial Advisors, Inc.

BUY
 -
2.07K
+ 1.7%
$183K - $204K
124K $8.79M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
1.91K
+ 12.93%
$169K - $188K
16.7K $1.18M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
1.87K
+ 48.64%
$165K - $184K
5.7K $404K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.27K
+ 11.69%
$112K - $125K
12.1K $860K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
842
+ 5.58%
$74.4K - $83K
15.9K $1.13M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
700
New
$61.9K - $69K
700 $49.7K
May 05, 2023 Q1 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
520
+ 5.63%
$46K - $51.3K
9.76K $693K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
497
+ 18.83%
$43.9K - $49K
3.14K $222K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
414
+ 575.0%
$36.6K - $40.8K
486 $34.5K

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