Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
506K+ 175.36% |
$35.3M - $40.1M
|
794K
$56.4M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
275K+ 511.33% |
$19.2M - $21.8M
|
328K
$23.3M
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
209KNew |
$14.6M - $16.6M
|
209K
$14.8M
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
175KNew |
$12.3M - $13.9M
|
175K
$12.4M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167K+ 19.49% |
$11.7M - $13.3M
|
1.03M
$72.8M
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
150K+ 601.02% |
$10.5M - $11.9M
|
175K
$12.4M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132KNew |
$9.21M - $10.5M
|
132K
$9.36M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92.3K+ 312.55% |
$6.45M - $7.33M
|
122K
$8.65M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
71.2K+ 1891.92% |
$4.97M - $5.65M
|
75K
$5.32M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.9K+ 8.45% |
$3.55M - $4.04M
|
653K
$46.3M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37K+ 28.34% |
$2.58M - $2.94M
|
168K
$11.9M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.5K+ 17.33% |
$2.48M - $2.82M
|
241K
$17.1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.3K+ 61.62% |
$2.47M - $2.8M
|
92.7K
$6.57M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
33.1K+ 26.61% |
$2.31M - $2.62M
|
157K
$11.2M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.4K+ 6.09% |
$2.19M - $2.49M
|
546K
$38.8M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.4K+ 6.09% |
$2.19M - $2.49M
|
546K
$38.8M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
30.4KNew |
$2.13M - $2.41M
|
30.4K
$2.16M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
26.7K+ 23.46% |
$1.86M - $2.12M
|
140K
$9.95M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.9KNew |
$1.81M - $2.05M
|
25.9K
$1.84M
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.7KNew |
$1.65M - $1.88M
|
23.7K
$1.68M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
18.7K+ 492.32% |
$1.31M - $1.49M
|
22.5K
$1.6M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5K+ 148.01% |
$1.29M - $1.47M
|
31.1K
$2.2M
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
15.6K+ 8.27% |
$1.09M - $1.23M
|
204K
$14.4M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
15.4KNew |
$1.08M - $1.22M
|
15.4K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.2K+ 296.91% |
$919K - $1.04M
|
17.6K
$1.25M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3K+ 23.1% |
$786K - $893K
|
60K
$4.25M
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.3KNew |
$722K - $820K
|
10.3K
$733K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.31KNew |
$650K - $739K
|
9.31K
$661K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.24K+ 227.84% |
$645K - $733K
|
13.3K
$943K
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.73KNew |
$609K - $692K
|
8.73K
$619K
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
8.18K+ 20.29% |
$571K - $649K
|
48.5K
$3.44M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.41KNew |
$518K - $588K
|
7.41K
$526K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.22KNew |
$505K - $573K
|
7.22K
$512K
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.79KNew |
$405K - $460K
|
5.79K
$411K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.75K+ 38.31% |
$401K - $456K
|
20.8K
$1.47M
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$341K - $388K
|
4.89K
$347K
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.66K+ 21.25% |
$325K - $370K
|
26.6K
$1.89M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.52KNew |
$316K - $359K
|
4.52K
$321K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.22K+ 992.47% |
$295K - $335K
|
4.64K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.17KNew |
$291K - $331K
|
4.17K
$296K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.95K+ 28.34% |
$276K - $314K
|
17.9K
$1.27M
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.44KNew |
$240K - $273K
|
3.44K
$244K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.07KNew |
$214K - $244K
|
3.07K
$218K
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.99K+ 2.58% |
$209K - $238K
|
119K
$8.43M
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 6.78% |
$206K - $234K
|
46.4K
$3.29M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.68K+ 27.53% |
$187K - $213K
|
12.4K
$881K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.81K+ 14.29% |
$127K - $144K
|
14.5K
$1.03M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.76K+ 5.1% |
$123K - $140K
|
36.3K
$2.58M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.19K+ 13.85% |
$83.2K - $94.5K
|
9.79K
$695K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$82.8K - $94.1K
|
1.19K
$84.1K
|