Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 47.96% |
$3.4K - $4.29K
|
51
$3.81K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-37- 8.69% |
$2.68K - $3.37K
|
389
$29K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.72K- 50.9% |
$849K - $950K
|
9.38K
$700K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.09K- 98.64% |
$94.7K - $106K
|
15
$1.12K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-56- 0.92% |
$4.89K - $5.47K
|
6.03K
$450K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 38.71% |
$1.05K - $1.17K
|
19
$1.42K
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-172K- 99.99% |
$15.2M - $17M
|
17
$1.27K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.25K- 46.88% |
$199K - $222K
|
2.55K
$190K
|
|
Q4 2022 | |||||||
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-125- 55.56% |
$10.1K - $12.7K
|
100
$7.47K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-105- 4.11% |
$8.48K - $10.7K
|
2.45K
$183K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-104K- 97.07% |
N/A
|
3.14K
$235K
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-115- 0.19% |
N/A
|
60K
$4.48M
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
R.P. Boggs & Co.
|
SELL
|
- |
-63.4KClosed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.93KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.8KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.27KClosed |
N/A
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-258Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-137KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.2KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.5KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-7.85KClosed |
N/A
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.51KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 17.39% |
N/A
|
19
$1.42K
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.23KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.85KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39KClosed |
N/A
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Mjp Associates Inc
|
SELL
|
- |
-1.39KClosed |
N/A
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-446Closed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.69KClosed |
N/A
|
0
$0
|
|
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-8.5KClosed |
N/A
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.69KClosed |
N/A
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-65.9KClosed |
N/A
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-20.6KClosed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.7KClosed |
N/A
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-3.02KClosed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.7KClosed |
N/A
|
0
$0
|