Purchases and Sales Made in Q1 2025 in Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) during Q1 2025. 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 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
535K+ 40.47% |
$35M - $40M
|
1.86M
$127M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280K+ 777.83% |
$18.3M - $20.9M
|
316K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
105KNew |
$6.91M - $7.88M
|
105K
$7.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
102KNew |
$6.67M - $7.6M
|
102K
$6.99M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
77.5KNew |
$5.07M - $5.79M
|
77.5K
$5.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
66.4K+ 29.35% |
$4.35M - $4.96M
|
293K
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
37.3KNew |
$2.45M - $2.79M
|
37.3K
$2.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
34.3K+ 23.84% |
$2.24M - $2.56M
|
178K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.2KNew |
$1.06M - $1.21M
|
16.2K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 22.16% |
$1.03M - $1.18M
|
86.8K
$5.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 31.08% |
$1.01M - $1.16M
|
65.3K
$4.48M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.8K+ 3371.14% |
$971K - $1.11M
|
15.3K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.47KNew |
$555K - $632K
|
8.47K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.17K+ 353.44% |
$404K - $461K
|
7.92K
$543K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5.14KNew |
$337K - $384K
|
5.14K
$353K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.1KNew |
$269K - $306K
|
4.1K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$226K - $258K
|
3.46K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.93K+ 3.16% |
$192K - $219K
|
95.8K
$6.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.91KNew |
$191K - $217K
|
2.91K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.06K+ 6.91% |
$135K - $154K
|
31.9K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
992New |
$65K - $74.1K
|
992
$68.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
314+ 3.5% |
$20.6K - $23.4K
|
9.29K
$637K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
248+ 918.52% |
$16.2K - $18.5K
|
275
$18.9K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
210New |
$13.8K - $15.7K
|
210
$14.4K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
84+ 164.71% |
$5.5K - $6.27K
|
135
$9.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
71New |
$4.65K - $5.3K
|
71
$4.87K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 20.13% |
$3.93K - $4.48K
|
358
$24.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.02% |
$1.64K - $1.87K
|
102K
$7M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
16+ 0.02% |
$1.05K - $1.19K
|
81.5K
$5.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 3.72% |
$786 - $896
|
335
$23K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.09% |
$393 - $448
|
6.91K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-29- 30.53% |
$1.9K - $2.17K
|
66
$4.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96- 0.25% |
$6.29K - $7.17K
|
39K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-214- 51.44% |
$14K - $16K
|
202
$13.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-281- 91.83% |
$18.4K - $21K
|
25
$1.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-302- 1.89% |
$19.8K - $22.6K
|
15.7K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-310- 99.36% |
$20.3K - $23.1K
|
2
$137
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-353- 98.6% |
$23.1K - $26.4K
|
5
$343
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-654- 18.75% |
$42.8K - $48.8K
|
2.83K
$195K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-666- 1.12% |
$43.6K - $49.7K
|
58.9K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-888- 5.51% |
$58.2K - $66.3K
|
15.2K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-963- 23.13% |
$63.1K - $71.9K
|
3.2K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.51K- 20.75% |
$98.6K - $112K
|
5.75K
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.03K- 7.21% |
$133K - $152K
|
26.1K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.7K- 70.39% |
$635K - $724K
|
4.08K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-43.7K- 47.92% |
$2.86M - $3.26M
|
47.5K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-46.4K- 92.53% |
$3.04M - $3.47M
|
3.75K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.3K- 15.81% |
$3.62M - $4.13M
|
294K
$20.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-81.1K- 39.32% |
$5.31M - $6.06M
|
125K
$8.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-155K- 97.77% |
$10.1M - $11.6M
|
3.52K
$242K
|