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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.21K- 1.27% |
$210K - $240K
|
249K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 56.63% |
$243K - $277K
|
2.84K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 4.72% |
$256K - $292K
|
78.9K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.06K- 33.1% |
$266K - $303K
|
8.2K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.18K- 7.54% |
$339K - $386K
|
63.4K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.85K- 52.94% |
$448K - $511K
|
6.09K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.04K- 61.95% |
$461K - $526K
|
4.33K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.64K- 52.44% |
$500K - $570K
|
6.93K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.08K- 9.54% |
$529K - $603K
|
76.6K
$4.94M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.7K- 70.39% |
$635K - $724K
|
4.08K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-17.3K- 23.75% |
$1.13M - $1.29M
|
55.6K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.1K- 12.15% |
$1.31M - $1.5M
|
145K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.8K- 22.44% |
$1.82M - $2.08M
|
96.2K
$6.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.1K- 4.41% |
$2.49M - $2.84M
|
825K
$53.2M
|
|
|
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
$3.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-46.4K- 92.53% |
$3.04M - $3.47M
|
3.75K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.3K- 15.81% |
$3.62M - $4.13M
|
294K
$19M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-59.4K- 93.05% |
$3.89M - $4.43M
|
4.43K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.1K- 46.32% |
$4.53M - $5.16M
|
80.1K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75K- 50.06% |
$4.91M - $5.6M
|
74.8K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.2K- 19.91% |
$4.92M - $5.61M
|
302K
$19.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-81.1K- 39.32% |
$5.31M - $6.06M
|
125K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-83.6K- 57.35% |
$5.48M - $6.25M
|
62.2K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-87.5K- 70.42% |
$5.73M - $6.54M
|
36.8K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-115K- 63.91% |
$7.53M - $8.58M
|
64.9K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-155K- 97.77% |
$10.1M - $11.6M
|
3.52K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-168K- 33.33% |
$11M - $12.6M
|
337K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-229K- 96.42% |
$15M - $17.1M
|
8.51K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-427K- 47.06% |
$28M - $31.9M
|
480K
$31M
|