Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
229K
+ 93213.01%
$16.6M - $20.9M
230K $16.3M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
205K
+ 110.58%
$14.8M - $18.7M
390K $27.6M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
144K
New
$10.5M - $13.2M
144K $10.2M
Oct 11, 2023 Q3 2023
Atlas Financial Advisors, Inc.

BUY
 -
140K
+ 103.44%
$10.1M - $12.8M
275K $19.5M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
121K
New
$8.79M - $11.1M
121K $8.61M
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
116K
New
$8.4M - $10.6M
116K $8.22M
Nov 02, 2023 Q3 2023
Citizens Business Bank

Ontario, CA
BUY
 -
109K
New
$7.91M - $9.96M
109K $7.75M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
103K
+ 116.63%
$7.45M - $9.38M
191K $13.5M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
89.5K
+ 1354.48%
$6.48M - $8.16M
96.1K $6.81M
Oct 24, 2023 Q3 2023
Horizon Wealth Management, LLC

BUY
 -
70.7K
+ 1461.48%
$5.12M - $6.45M
75.5K $5.36M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
47.2K
+ 93.82%
$3.42M - $4.3M
97.5K $6.91M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
40.5K
New
$2.93M - $3.69M
40.5K $2.87M
Oct 11, 2023 Q3 2023
Goodman Advisory Group, LLC

BUY
 -
25.3K
New
$1.83M - $2.31M
25.3K $1.79M
Nov 07, 2023 Q3 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
25K
New
$1.81M - $2.28M
25K $1.78M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
20.1K
+ 4.78%
$1.46M - $1.84M
442K $31.3M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
17.9K
+ 113.48%
$1.3M - $1.64M
33.7K $2.39M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
17.3K
+ 18.1%
$1.25M - $1.57M
113K $7.99M
Nov 03, 2023 Q3 2023
Paragon Advisors, LLC

BUY
 -
16.2K
+ 42.09%
$1.17M - $1.47M
54.6K $3.87M
Nov 15, 2023 Q3 2023
Ashford Capital Management Inc

Wilmington, DE
BUY
 -
15.3K
+ 97.52%
$1.11M - $1.39M
30.9K $2.19M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
13.9K
+ 29.95%
$1M - $1.26M
60.2K $4.27M
Nov 14, 2023 Q3 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
13.6K
New
$986K - $1.24M
13.6K $966K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
13.2K
+ 31.05%
$957K - $1.2M
55.7K $3.95M
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
12.2K
New
$886K - $1.12M
12.2K $868K
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
12.1K
New
$877K - $1.1M
12.1K $858K
Nov 13, 2023 Q3 2023
Gen Wealth Group, Inc.

BUY
 -
11.7K
+ 8.68%
$846K - $1.06M
146K $10.4M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
11.5K
+ 177.11%
$835K - $1.05M
18K $1.28M
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
9.53K
+ 1549.11%
$690K - $869K
10.1K $719K
Oct 12, 2023 Q3 2023
Raub Brock Capital Management LP

BUY
 -
8.43K
New
$611K - $769K
8.43K $598K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
8.29K
New
$601K - $756K
8.29K $588K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
7.66K
New
$555K - $698K
7.66K $543K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
7.47K
+ 240.6%
$541K - $681K
10.6K $750K
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
6.78K
New
$491K - $618K
6.78K $481K
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
6.3K
+ 14.09%
$457K - $575K
51K $3.62M
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
6.28K
+ 100.58%
$455K - $573K
12.5K $889K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.71K
New
$414K - $521K
5.71K $405K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
4.58K
New
$332K - $418K
4.58K $325K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
3.63K
+ 23.86%
$263K - $331K
18.8K $1.34M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.47K
+ 4.19%
$251K - $316K
86.4K $6.13M
Nov 14, 2023 Q3 2023
Laird Norton Trust Company, LLC

BUY
 -
2.8K
+ 61.46%
$203K - $255K
7.35K $521K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
2.58K
New
$187K - $235K
2.58K $183K
Oct 11, 2023 Q3 2023
Consilio Wealth Advisors, LLC

BUY
 -
2.25K
+ 6.06%
$163K - $205K
39.4K $2.79M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
1.75K
+ 350.0%
$127K - $160K
2.25K $160K
Nov 07, 2023 Q3 2023
Barclays PLC

London, X0
BUY
 -
1.2K
+ 24.49%
$86.9K - $109K
6.1K $433K
Nov 14, 2023 Q3 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
918
+ 8.21%
$66.5K - $83.7K
12.1K $859K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
849
New
$61.5K - $77.4K
849 $60.2K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
845
+ 78.97%
$61.2K - $77.1K
1.92K $136K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
778
+ 6.04%
$56.4K - $70.9K
13.7K $969K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
650
New
$47.1K - $59.3K
650 $46.1K
Oct 24, 2023 Q3 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
610
+ 21.63%
$44.2K - $55.6K
3.43K $243K

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