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
$120M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280K+ 777.83% |
$18.3M - $20.9M
|
316K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
171K+ 26.71% |
$11.2M - $12.8M
|
811K
$52.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
142K+ 3639.51% |
$9.28M - $10.6M
|
146K
$9.4M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
138KNew |
$9.04M - $10.3M
|
138K
$8.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
105KNew |
$6.91M - $7.88M
|
105K
$6.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
102KNew |
$6.67M - $7.6M
|
102K
$6.57M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
96.2KNew |
$6.3M - $7.18M
|
96.2K
$6.21M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
83.1K+ 10.64% |
$5.44M - $6.2M
|
864K
$55.8M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
77.5KNew |
$5.07M - $5.79M
|
77.5K
$5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
70.1K+ 1580.93% |
$4.59M - $5.23M
|
74.5K
$4.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
66.4K+ 29.35% |
$4.35M - $4.96M
|
293K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
56.9KNew |
$3.73M - $4.25M
|
56.9K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
37.3KNew |
$2.45M - $2.79M
|
37.3K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
35.2KNew |
$2.3M - $2.62M
|
35.2K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
34.3K+ 23.84% |
$2.24M - $2.56M
|
178K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
33.2KNew |
$2.17M - $2.48M
|
33.2K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
29.7KNew |
$1.94M - $2.22M
|
29.7K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
25KNew |
$1.64M - $1.87M
|
25K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
23.8KNew |
$1.56M - $1.78M
|
23.8K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
22.7K+ 8.08% |
$1.49M - $1.7M
|
304K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
19.1KNew |
$1.25M - $1.43M
|
19.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16.9KNew |
$1.11M - $1.26M
|
16.9K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.2KNew |
$1.06M - $1.21M
|
16.2K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 22.16% |
$1.03M - $1.18M
|
86.8K
$5.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 31.08% |
$1.01M - $1.16M
|
65.3K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.8K+ 3371.14% |
$971K - $1.11M
|
15.3K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.8K+ 547.48% |
$839K - $957K
|
15.2K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$804K - $917K
|
12.3K
$792K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10K+ 41.73% |
$655K - $747K
|
34K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8.88KNew |
$582K - $663K
|
8.88K
$573K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.47KNew |
$555K - $632K
|
8.47K
$546K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.17K+ 353.44% |
$404K - $461K
|
7.92K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.89K+ 15.92% |
$385K - $439K
|
42.9K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.14KNew |
$337K - $384K
|
5.14K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5.14KNew |
$337K - $384K
|
5.14K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.46K+ 82.06% |
$292K - $333K
|
9.89K
$638K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 67.49% |
$282K - $321K
|
10.7K
$688K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.19KNew |
$274K - $313K
|
4.19K
$270K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.1KNew |
$269K - $306K
|
4.1K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.53KNew |
$231K - $264K
|
3.53K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.5KNew |
$229K - $261K
|
3.5K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$226K - $258K
|
3.46K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.05K+ 10.56% |
$200K - $228K
|
32K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.93K+ 3.16% |
$192K - $219K
|
95.8K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.91KNew |
$191K - $217K
|
2.91K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.56K+ 109.25% |
$168K - $191K
|
4.91K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.18K+ 3.67% |
$143K - $163K
|
61.6K
$3.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.06K+ 6.91% |
$135K - $154K
|
31.9K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 9.43% |
$131K - $149K
|
23.2K
$1.5M
|