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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.52K+ 163.71% |
$342K - $382K
|
7.27K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.26KNew |
$323K - $361K
|
4.26K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
3KNew |
$228K - $254K
|
3K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
151+ 3.92% |
$11.5K - $12.8K
|
4K
$281K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21New |
$1.59K - $1.78K
|
21
$1.47K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$759 - $847
|
10
$702
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.9K+ 8235.75% |
$2.14M - $2.89M
|
33.3K
$2.34M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
25.1KNew |
$1.63M - $2.2M
|
25.1K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.2KNew |
$987K - $1.34M
|
15.2K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
14.5KNew |
$943K - $1.28M
|
14.5K
$1.02M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9KNew |
$583K - $790K
|
9K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.12KNew |
$267K - $362K
|
4.12K
$289K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
142New |
$9.21K - $12.5K
|
142
$9.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.47% |
$259 - $351
|
853
$59.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.6KNew |
$986K - $1.24M
|
13.6K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$877K - $1.1M
|
12.1K
$849K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
9.53K+ 1549.11% |
$690K - $869K
|
10.1K
$712K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
8.43KNew |
$611K - $769K
|
8.43K
$591K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
6.78KNew |
$491K - $618K
|
6.78K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.8K+ 61.46% |
$203K - $255K
|
7.35K
$516K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.75K+ 350.0% |
$127K - $160K
|
2.25K
$158K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
650New |
$47.1K - $59.3K
|
650
$45.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
610+ 21.63% |
$44.2K - $55.6K
|
3.43K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
252New |
$18.3K - $23K
|
252
$17.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
203New |
$14.7K - $18.5K
|
203
$14.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39+ 260.0% |
$2.83K - $3.56K
|
54
$3.79K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
16New |
$1.16K - $1.46K
|
16
$1.12K
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
4+ 0.06% |
$290 - $365
|
6.34K
$445K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
1+ 4.55% |
$72.4 - $91.2
|
23
$1.61K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.17KNew |
$713K - $799K
|
8.17K
$573K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.19K+ 159.75% |
$540K - $605K
|
10.1K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.56KNew |
$398K - $446K
|
4.56K
$320K
|
|
|
Aug 04, 2023
Q2 2023
|
Delphi Financial Group, Inc.
|
BUY
|
- |
3.78K+ 52.5% |
$330K - $369K
|
11K
$770K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.55KNew |
$310K - $346K
|
3.55K
$249K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.16KNew |
$101K - $113K
|
1.16K
$81K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$87.3K - $97.7K
|
1K
$70.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
450New |
$39.3K - $44K
|
450
$31.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
124New |
$10.8K - $12.1K
|
124
$8.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
70New |
$6.11K - $6.84K
|
70
$4.91K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
40New |
$3.49K - $3.91K
|
40
$2.81K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
82K+ 100.58% |
$7.25M - $8.09M
|
164K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
40KNew |
$3.54M - $3.94M
|
40K
$2.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
34.6KNew |
$3.06M - $3.41M
|
34.6K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.39KNew |
$388K - $433K
|
4.39K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.25KNew |
$376K - $419K
|
4.25K
$298K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.02KNew |
$356K - $397K
|
4.02K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.33KNew |
$206K - $230K
|
2.33K
$163K
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
BUY
|
- |
2.31KNew |
$204K - $228K
|
2.31K
$162K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.13KNew |
$188K - $210K
|
2.13K
$149K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
414+ 575.0% |
$36.6K - $40.8K
|
486
$34.1K
|
|