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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.58K+ 204.81% |
$108K - $130K
|
2.35K
$161K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 8.53% |
$71.1K - $85.5K
|
13.2K
$905K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03K+ 11.09% |
$70.9K - $85.3K
|
10.3K
$710K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
954+ 17.61% |
$65.5K - $78.8K
|
6.37K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
900+ 24.0% |
$61.8K - $74.3K
|
4.65K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
804New |
$55.2K - $66.4K
|
804
$55.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
677+ 6.7% |
$46.5K - $55.9K
|
10.8K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
663+ 18.94% |
$45.5K - $54.7K
|
4.16K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
600+ 200.0% |
$41.2K - $49.5K
|
900
$61.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
595New |
$40.8K - $49.1K
|
595
$40.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
540+ 0.38% |
$37.1K - $44.6K
|
144K
$9.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
535New |
$36.7K - $44.2K
|
535
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
470New |
$32.3K - $38.8K
|
470
$32.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
451+ 5.77% |
$30.9K - $37.2K
|
8.27K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
402New |
$27.6K - $33.2K
|
402
$27.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
371+ 537.68% |
$25.5K - $30.6K
|
440
$30.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
358+ 7.74% |
$24.6K - $29.6K
|
4.98K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
323New |
$22.2K - $26.7K
|
323
$22.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
312New |
$21.4K - $25.8K
|
312
$21.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
306New |
$21K - $25.3K
|
306
$21K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
202+ 94.39% |
$13.9K - $16.7K
|
416
$28.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
95New |
$6.52K - $7.84K
|
95
$6.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
74New |
$5.08K - $6.11K
|
74
$5.08K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
53+ 378.57% |
$3.64K - $4.38K
|
67
$4.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
52New |
$3.57K - $4.29K
|
52
$3.57K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 16.86% |
$2.95K - $3.55K
|
298
$20.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37New |
$2.54K - $3.06K
|
37
$2.54K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
27New |
$1.85K - $2.23K
|
27
$1.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
18New |
$1.24K - $1.49K
|
18
$1.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 10.0% |
$68.6 - $82.6
|
11
$755
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$68.6 - $82.6
|
165K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-24- 29.63% |
$1.65K - $1.98K
|
57
$3.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-87- 0.7% |
$5.97K - $7.18K
|
12.3K
$841K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-88- 6.86% |
$6.04K - $7.27K
|
1.2K
$82K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-99- 0.2% |
$6.79K - $8.17K
|
50.2K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-181- 87.02% |
$12.4K - $14.9K
|
27
$1.85K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-212- 2.84% |
$14.5K - $17.5K
|
7.25K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-268- 3.97% |
$18.4K - $22.1K
|
6.48K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-295- 6.64% |
$20.2K - $24.4K
|
4.15K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-320- 1.62% |
$22K - $26.4K
|
19.4K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-825- 17.48% |
$56.6K - $68.1K
|
3.9K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-829- 95.4% |
$56.9K - $68.5K
|
40
$2.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-892- 0.32% |
$61.2K - $73.7K
|
281K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.5K- 68.03% |
$103K - $124K
|
704
$48.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.51K- 10.36% |
$103K - $124K
|
13K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 2.05% |
$119K - $143K
|
82.8K
$5.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.78K- 5.93% |
$122K - $147K
|
28.2K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.83K- 20.91% |
$125K - $151K
|
6.9K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.88K- 20.77% |
$129K - $155K
|
7.18K
$493K
|