Purchases and Sales Made in Q1 2025 in Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information about the institutional ownership of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 25+ YR ZERO CPN U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.66K+ 17.92% |
$109K - $124K
|
10.9K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 11.75% |
$71.2K - $81.2K
|
10.3K
$678K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$65.5K - $74.7K
|
1K
$65.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
992New |
$65K - $74.1K
|
992
$65.1K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
944+ 7.24% |
$61.8K - $70.5K
|
14K
$918K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
639+ 12.0% |
$41.8K - $47.7K
|
5.96K
$391K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
477+ 39.92% |
$31.2K - $35.6K
|
1.67K
$110K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
314+ 3.5% |
$20.6K - $23.4K
|
9.29K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
248+ 918.52% |
$16.2K - $18.5K
|
275
$18K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
210New |
$13.8K - $15.7K
|
210
$13.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
176New |
$11.5K - $13.1K
|
176
$11.5K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
150New |
$9.82K - $11.2K
|
150
$9.84K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
126New |
$8.25K - $9.41K
|
126
$8.27K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
84+ 164.71% |
$5.5K - $6.27K
|
135
$8.86K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
71New |
$4.65K - $5.3K
|
71
$4.66K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
66+ 0.44% |
$4.32K - $4.93K
|
14.9K
$979K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 20.13% |
$3.93K - $4.48K
|
358
$23.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.02% |
$1.64K - $1.87K
|
102K
$6.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
16+ 0.02% |
$1.05K - $1.19K
|
81.5K
$5.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 3.72% |
$786 - $896
|
335
$22K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.09% |
$393 - $448
|
6.91K
$453K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.8% |
$65.5 - $74.7
|
126
$8.27K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4- 0.06% |
$262 - $299
|
7.18K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7- 9.72% |
$458 - $523
|
65
$4.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-29- 30.53% |
$1.9K - $2.17K
|
66
$4.33K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96- 0.25% |
$6.29K - $7.17K
|
39K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-204- 28.98% |
$13.4K - $15.2K
|
500
$32.8K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-214- 51.44% |
$14K - $16K
|
202
$13.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-280- 0.91% |
$18.3K - $20.9K
|
30.5K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-281- 91.83% |
$18.4K - $21K
|
25
$1.64K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-302- 1.89% |
$19.8K - $22.6K
|
15.7K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-310- 99.36% |
$20.3K - $23.1K
|
2
$131
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-353- 98.6% |
$23.1K - $26.4K
|
5
$328
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-454- 10.86% |
$29.7K - $33.9K
|
3.73K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-467- 4.51% |
$30.6K - $34.9K
|
9.88K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-520- 2.68% |
$34.1K - $38.8K
|
18.9K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-601- 74.75% |
$39.4K - $44.9K
|
203
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-629- 0.74% |
$41.2K - $47K
|
83.9K
$5.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-654- 18.75% |
$42.8K - $48.8K
|
2.83K
$186K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-666- 1.12% |
$43.6K - $49.7K
|
58.9K
$3.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-888- 5.51% |
$58.2K - $66.3K
|
15.2K
$999K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-963- 23.13% |
$63.1K - $71.9K
|
3.2K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.06K- 13.99% |
$69.1K - $78.8K
|
6.49K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 48.28% |
$91.7K - $105K
|
1.5K
$98.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.51K- 20.75% |
$98.6K - $112K
|
5.75K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.58K- 14.62% |
$103K - $118K
|
9.2K
$604K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.03K- 7.21% |
$133K - $152K
|
26.1K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-2.04K- 41.34% |
$134K - $152K
|
2.89K
$190K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.98K- 2.61% |
$195K - $223K
|
111K
$7.31M
|