Latest Institutional Transactions on Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.78K+ 124.21% |
$346K - $415K
|
8.63K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2K- 35.24% |
$86.7K - $104K
|
2.2K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.65K- 10.17% |
$119K - $143K
|
14.6K
$964K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-43- 3.24% |
$3.11K - $3.73K
|
1.28K
$85K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.13K- 1.39% |
$81.5K - $97.6K
|
79.5K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$233K - $279K
|
3.22K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.75KNew |
$272K - $325K
|
3.75K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
680New |
$49.2K - $59K
|
680
$45K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.55KNew |
$257K - $308K
|
3.55K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.32KNew |
$313K - $375K
|
4.32K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.4K+ 127.61% |
$1.63M - $1.95M
|
40K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.33K+ 207.7% |
$603K - $723K
|
12.3K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.36KNew |
$461K - $552K
|
6.36K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-22- 61.11% |
$1.59K - $1.91K
|
14
$927
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-3.87K- 83.42% |
$280K - $336K
|
770
$51K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-145K- 82.64% |
$10.5M - $12.6M
|
30.5K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.82KNew |
$566K - $678K
|
7.82K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
458K+ 70.16% |
$33.2M - $39.8M
|
1.11M
$73.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.09K+ 34.05% |
$441K - $529K
|
24K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-102- 1.38% |
$7.39K - $8.85K
|
7.31K
$484K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 15.22% |
$3.19K - $3.82K
|
333
$22.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-763- 13.17% |
$55.2K - $66.2K
|
5.03K
$333K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
101+ 0.49% |
$7.31K - $8.76K
|
20.9K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
48+ 5.85% |
$3.48K - $4.16K
|
869
$57.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45K+ 6.74% |
$177K - $213K
|
38.8K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
5.54K+ 11.42% |
$401K - $480K
|
54K
$3.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-224K- 68.25% |
$16.2M - $19.4M
|
104K
$6.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
73.1K+ 34.97% |
$5.29M - $6.34M
|
282K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.19KNew |
$231K - $277K
|
3.19K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.07K- 10.88% |
$77.1K - $92.4K
|
8.73K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
520+ 7.17% |
$37.7K - $45.1K
|
7.78K
$515K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.7K- 82.58% |
$1.86M - $2.23M
|
5.41K
$358K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-993- 6.85% |
$71.9K - $86.2K
|
13.5K
$895K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-212- 0.18% |
$15.4K - $18.4K
|
116K
$7.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.6K+ 93.92% |
$1.35M - $1.61M
|
38.4K
$2.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
51.6K+ 44.77% |
$3.73M - $4.47M
|
167K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.62KNew |
$335K - $401K
|
4.62K
$306K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 15.22% |
$1.45M - $1.74M
|
152K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-541- 6.04% |
$39.2K - $46.9K
|
8.42K
$558K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
228K+ 28.64% |
$16.5M - $19.7M
|
1.02M
$67.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.94K+ 65.08% |
$213K - $255K
|
7.47K
$494K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-143- 1.98% |
$10.4K - $12.4K
|
7.08K
$469K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.52K- 44.39% |
$399K - $478K
|
6.91K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
156KNew |
$11.3M - $13.5M
|
156K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.3K+ 1219.14% |
$4.22M - $5.06M
|
63.1K
$4.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
74.9KNew |
$5.42M - $6.5M
|
74.9K
$4.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
368New |
$26.6K - $31.9K
|
368
$24.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.6K- 10.47% |
$987K - $1.18M
|
117K
$7.72M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 1.42% |
$217 - $260
|
214
$14.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 4.71% |
$290 - $347
|
81
$5.37K
|