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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 9.09% |
$70.7K - $80.3K
|
12.1K
$1.01M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.01KNew |
$70.2K - $79.7K
|
1.01K
$83.2K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
949+ 7.42% |
$66.3K - $75.3K
|
13.7K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
613+ 18.53% |
$42.8K - $48.6K
|
3.92K
$325K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
414+ 1.36% |
$28.9K - $32.8K
|
30.8K
$2.55M
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
381+ 0.53% |
$26.6K - $30.2K
|
72.9K
$6.04M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
310+ 16.84% |
$21.7K - $24.6K
|
2.15K
$178K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
253+ 5.58% |
$17.7K - $20.1K
|
4.79K
$396K
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
247+ 0.21% |
$17.3K - $19.6K
|
117K
$9.67M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
240New |
$16.8K - $19K
|
240
$19.9K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
85New |
$5.94K - $6.74K
|
85
$7.04K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78New |
$5.45K - $6.19K
|
78
$6.46K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66New |
$4.61K - $5.24K
|
66
$5.46K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 928.57% |
$4.54K - $5.16K
|
72
$5.96K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
62New |
$4.33K - $4.92K
|
62
$5.13K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
62+ 8.17% |
$4.33K - $4.92K
|
821
$68K
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
47+ 1.18% |
$3.28K - $3.73K
|
4.04K
$335K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
40New |
$2.79K - $3.17K
|
40
$3.31K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36New |
$2.51K - $2.86K
|
36
$2.98K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.89K - $2.14K
|
27
$2.24K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
18New |
$1.26K - $1.43K
|
18
$1.49K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10New |
$698 - $793
|
10
$828
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.96% |
$140 - $159
|
211
$17.5K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 5.0% |
$69.8 - $79.3
|
21
$1.74K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
399KNew |
$30.3M - $33.8M
|
399K
$33M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
202K+ 7292.51% |
$15.3M - $17.1M
|
204K
$16.9M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43.5K+ 473.62% |
$3.3M - $3.68M
|
52.7K
$4.36M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
10.3KNew |
$780K - $871K
|
10.3K
$851K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.52K+ 163.71% |
$342K - $382K
|
7.27K
$602K
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.26KNew |
$323K - $361K
|
4.26K
$352K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.15KNew |
$315K - $351K
|
4.15K
$343K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.01KNew |
$304K - $340K
|
4.01K
$332K
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
3KNew |
$228K - $254K
|
3K
$248K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
183+ 16.01% |
$13.9K - $15.5K
|
1.33K
$110K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
151+ 3.92% |
$11.5K - $12.8K
|
4K
$331K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21New |
$1.59K - $1.78K
|
21
$1.74K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$759 - $847
|
10
$828
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
112KNew |
$7.24M - $9.81M
|
112K
$9.25M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93.8KNew |
$6.08M - $8.24M
|
93.8K
$7.76M
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
56.2KNew |
$3.64M - $4.94M
|
56.2K
$4.65M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.9K+ 8235.75% |
$2.14M - $2.89M
|
33.3K
$2.76M
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
25.1KNew |
$1.63M - $2.2M
|
25.1K
$2.08M
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.2KNew |
$987K - $1.34M
|
15.2K
$1.26M
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
14.5KNew |
$943K - $1.28M
|
14.5K
$1.2M
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9KNew |
$583K - $790K
|
9K
$745K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.23K+ 635.72% |
$339K - $460K
|
6.06K
$501K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.12KNew |
$267K - $362K
|
4.12K
$341K
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.11K+ 2.79% |
$137K - $185K
|
77.6K
$6.43M
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
597+ 4.88% |
$38.7K - $52.4K
|
12.8K
$1.06M
|