Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
206KNew |
$14.2M - $17M
|
206K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
73.6K+ 417.1% |
$5.05M - $6.07M
|
91.2K
$6.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.7K+ 622.22% |
$2.31M - $2.78M
|
39.1K
$2.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
27.4K+ 50.79% |
$1.88M - $2.27M
|
81.5K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2K+ 8.25% |
$1.18M - $1.42M
|
226K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.1KNew |
$1.11M - $1.33M
|
16.1K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.49KNew |
$239K - $288K
|
3.49K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 6.97% |
$223K - $268K
|
49.8K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.3K+ 8.35% |
$158K - $190K
|
29.8K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.19K+ 18.93% |
$151K - $181K
|
13.8K
$930K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.89K+ 26.71% |
$130K - $156K
|
8.97K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
663+ 18.94% |
$45.5K - $54.7K
|
4.16K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
540+ 0.38% |
$37.1K - $44.6K
|
144K
$9.7M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
202+ 94.39% |
$13.9K - $16.7K
|
416
$28.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
52New |
$3.57K - $4.29K
|
52
$3.51K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 16.86% |
$2.95K - $3.55K
|
298
$20.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27New |
$1.85K - $2.23K
|
27
$1.82K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-181- 87.02% |
$12.4K - $14.9K
|
27
$1.82K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-268- 3.97% |
$18.4K - $22.1K
|
6.48K
$438K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.29K- 3.69% |
$157K - $189K
|
59.6K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.6K- 76.93% |
$3.33M - $4.01M
|
14.6K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-342K- 98.71% |
$23.5M - $28.3M
|
4.49K
$303K
|