Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
458K+ 70.16% |
$33.2M - $39.8M
|
1.11M
$80.5M
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
347KNew |
$25.1M - $30.1M
|
347K
$25.1M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
228K+ 28.64% |
$16.5M - $19.7M
|
1.02M
$74.1M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
156KNew |
$11.3M - $13.5M
|
156K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
131K+ 40.28% |
$9.47M - $11.4M
|
456K
$33M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115K+ 442.05% |
$8.33M - $9.98M
|
141K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84.6KNew |
$6.12M - $7.34M
|
84.6K
$6.13M
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
76.7KNew |
$5.55M - $6.65M
|
76.7K
$5.56M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
75.5KNew |
$5.47M - $6.55M
|
75.5K
$5.47M
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
74.9KNew |
$5.42M - $6.5M
|
74.9K
$5.42M
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
73.1K+ 34.97% |
$5.29M - $6.34M
|
282K
$20.4M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
68.9K+ 91.96% |
$4.99M - $5.98M
|
144K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.6KNew |
$4.97M - $5.95M
|
68.6K
$4.97M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.3K+ 1219.14% |
$4.22M - $5.06M
|
63.1K
$4.57M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.6K+ 44.77% |
$3.73M - $4.47M
|
167K
$12.1M
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
43.9K+ 161.76% |
$3.18M - $3.81M
|
71K
$5.14M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.2KNew |
$2.62M - $3.14M
|
36.2K
$2.63M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.4KNew |
$2.2M - $2.64M
|
30.4K
$2.2M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.5K+ 31.86% |
$2.14M - $2.56M
|
122K
$8.86M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.4K+ 118.89% |
$2.13M - $2.55M
|
54.2K
$3.93M
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
29.3KNew |
$2.12M - $2.54M
|
29.3K
$2.12M
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
27.5KNew |
$1.99M - $2.39M
|
27.5K
$2M
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26.6K+ 112.57% |
$1.93M - $2.31M
|
50.3K
$3.64M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.4K+ 127.61% |
$1.63M - $1.95M
|
40K
$2.9M
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
21.3KNew |
$1.54M - $1.85M
|
21.3K
$1.54M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 15.22% |
$1.45M - $1.74M
|
152K
$11M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 3.65% |
$1.44M - $1.73M
|
566K
$41M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.6K+ 93.92% |
$1.35M - $1.61M
|
38.4K
$2.78M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
13.3K+ 58.97% |
$962K - $1.15M
|
35.8K
$2.59M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$799K - $957K
|
11K
$799K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 505.11% |
$759K - $910K
|
12.6K
$910K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.06KNew |
$656K - $786K
|
9.06K
$657K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.58K+ 0.84% |
$621K - $744K
|
1.03M
$75M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.33K+ 207.7% |
$603K - $723K
|
12.3K
$894K
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.82KNew |
$566K - $678K
|
7.82K
$567K
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.89KNew |
$499K - $598K
|
6.89K
$500K
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.75KNew |
$489K - $586K
|
6.75K
$489K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.36KNew |
$461K - $552K
|
6.36K
$461K
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.26KNew |
$453K - $543K
|
6.26K
$453K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.09K+ 34.05% |
$441K - $529K
|
24K
$1.74M
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
5.54K+ 11.42% |
$401K - $480K
|
54K
$3.91M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.42KNew |
$392K - $470K
|
5.42K
$393K
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.36K+ 2.63% |
$388K - $465K
|
209K
$15.1M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.78K+ 124.21% |
$346K - $415K
|
8.63K
$625K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.72KNew |
$342K - $410K
|
4.72K
$342K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.62KNew |
$335K - $401K
|
4.62K
$335K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.32KNew |
$313K - $375K
|
4.32K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.75KNew |
$272K - $325K
|
3.75K
$272K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.55KNew |
$257K - $308K
|
3.55K
$257K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.25K+ 12.22% |
$235K - $282K
|
29.8K
$2.16M
|