Latest Institutional Purchases of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This list provides information on the latest institutional transactions involving Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.75KNew |
$272K - $325K
|
3.75K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.55KNew |
$257K - $308K
|
3.55K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3.5K+ 76.09% |
$253K - $304K
|
8.1K
$568K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.25K+ 12.22% |
$235K - $282K
|
29.8K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$233K - $279K
|
3.22K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.19KNew |
$231K - $277K
|
3.19K
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.94K+ 65.08% |
$213K - $255K
|
7.47K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.89K+ 2.06% |
$209K - $251K
|
143K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.6K+ 3.57% |
$188K - $226K
|
75.5K
$5.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45K+ 6.74% |
$177K - $213K
|
38.8K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.11K+ 98.09% |
$153K - $183K
|
4.26K
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.89K+ 3.15% |
$137K - $164K
|
61.9K
$4.34M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.4K+ 1.17% |
$101K - $121K
|
120K
$8.43M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.25K+ 12.08% |
$90.4K - $108K
|
11.6K
$813K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.15K+ 33.39% |
$83.2K - $99.7K
|
4.59K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
735+ 3.86% |
$53.2K - $63.8K
|
19.8K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
680New |
$49.2K - $59K
|
680
$47.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
520+ 7.17% |
$37.7K - $45.1K
|
7.78K
$546K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
368New |
$26.6K - $31.9K
|
368
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
295+ 7.11% |
$21.4K - $25.6K
|
4.44K
$312K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
208+ 0.45% |
$15.1K - $18K
|
46.6K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200+ 200.0% |
$14.5K - $17.4K
|
300
$21K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
189+ 286.36% |
$13.7K - $16.4K
|
255
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125New |
$9.05K - $10.8K
|
125
$8.77K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
101+ 0.49% |
$7.31K - $8.76K
|
20.9K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
48+ 5.85% |
$3.48K - $4.16K
|
869
$61K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 15.22% |
$3.19K - $3.82K
|
333
$23.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
41+ 8.2% |
$2.97K - $3.56K
|
541
$38K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9New |
$652 - $781
|
9
$631
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 1.42% |
$217 - $260
|
214
$15K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.31KNew |
$650K - $739K
|
9.31K
$653K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.73KNew |
$609K - $692K
|
8.73K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.17KNew |
$291K - $331K
|
4.17K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.07KNew |
$214K - $244K
|
3.07K
$215K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$82.8K - $94.1K
|
1.19K
$83.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 9.09% |
$70.7K - $80.3K
|
12.1K
$852K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.01KNew |
$70.2K - $79.7K
|
1.01K
$70.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
613+ 18.53% |
$42.8K - $48.6K
|
3.92K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
240New |
$16.8K - $19K
|
240
$16.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78New |
$5.45K - $6.19K
|
78
$5.47K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 928.57% |
$4.54K - $5.16K
|
72
$5.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
62New |
$4.33K - $4.92K
|
62
$4.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
40New |
$2.79K - $3.17K
|
40
$2.81K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.89K - $2.14K
|
27
$1.89K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
18New |
$1.26K - $1.43K
|
18
$1.26K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10New |
$698 - $793
|
10
$702
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 5.0% |
$69.8 - $79.3
|
21
$1.47K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
399KNew |
$30.3M - $33.8M
|
399K
$28M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
10.3KNew |
$780K - $871K
|
10.3K
$722K
|
|