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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$65.5K - $74.7K
|
1K
$65.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75K- 50.06% |
$4.91M - $5.6M
|
74.8K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
83.1K+ 10.64% |
$5.44M - $6.2M
|
864K
$56.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
142K+ 3639.51% |
$9.28M - $10.6M
|
146K
$9.56M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.1K- 12.15% |
$1.31M - $1.5M
|
145K
$9.52M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-83.6K- 57.35% |
$5.48M - $6.25M
|
62.2K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-427K- 47.06% |
$28M - $31.9M
|
480K
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
29.7KNew |
$1.94M - $2.22M
|
29.7K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.53KNew |
$231K - $264K
|
3.53K
$232K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
477+ 39.92% |
$31.2K - $35.6K
|
1.67K
$110K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.58K- 14.62% |
$103K - $118K
|
9.2K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-168K- 33.33% |
$11M - $12.6M
|
337K
$22.1M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.56K+ 109.25% |
$168K - $191K
|
4.91K
$322K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 67.49% |
$282K - $321K
|
10.7K
$700K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.14KNew |
$337K - $384K
|
5.14K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.98K- 2.61% |
$195K - $223K
|
111K
$7.31M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
944+ 7.24% |
$61.8K - $70.5K
|
14K
$918K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
96.2KNew |
$6.3M - $7.18M
|
96.2K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
150New |
$9.82K - $11.2K
|
150
$9.84K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-2.04K- 41.34% |
$134K - $152K
|
2.89K
$190K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8.88KNew |
$582K - $663K
|
8.88K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.64K- 52.44% |
$500K - $570K
|
6.93K
$455K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.1K- 4.41% |
$2.49M - $2.84M
|
825K
$54.1M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.66K+ 17.92% |
$109K - $124K
|
10.9K
$716K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
22.7K+ 8.08% |
$1.49M - $1.7M
|
304K
$19.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7- 9.72% |
$458 - $523
|
65
$4.26K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 9.43% |
$131K - $149K
|
23.2K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-87.5K- 70.42% |
$5.73M - $6.54M
|
36.8K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16.9KNew |
$1.11M - $1.26M
|
16.9K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-280- 0.91% |
$18.3K - $20.9K
|
30.5K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 11.75% |
$71.2K - $81.2K
|
10.3K
$678K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.18K+ 3.67% |
$143K - $163K
|
61.6K
$4.04M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
176New |
$11.5K - $13.1K
|
176
$11.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-454- 10.86% |
$29.7K - $33.9K
|
3.73K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
639+ 12.0% |
$41.8K - $47.7K
|
5.96K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10K+ 41.73% |
$655K - $747K
|
34K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-281- 91.83% |
$18.4K - $21K
|
25
$1.64K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.09% |
$393 - $448
|
6.91K
$453K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-310- 99.36% |
$20.3K - $23.1K
|
2
$131
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
210New |
$13.8K - $15.7K
|
210
$13.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.8K+ 3371.14% |
$971K - $1.11M
|
15.3K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
84+ 164.71% |
$5.5K - $6.27K
|
135
$8.86K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-29- 30.53% |
$1.9K - $2.17K
|
66
$4.33K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$226K - $258K
|
3.46K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
37.3KNew |
$2.45M - $2.79M
|
37.3K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-302- 1.89% |
$19.8K - $22.6K
|
15.7K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.3K- 15.81% |
$3.62M - $4.13M
|
294K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-155K- 97.77% |
$10.1M - $11.6M
|
3.52K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 3.72% |
$786 - $896
|
335
$22K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.2KNew |
$1.06M - $1.21M
|
16.2K
$1.07M
|