Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
623K+ 469.66% |
$48.7M - $63.4M
|
756K
$53.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
309K+ 576.38% |
$24.1M - $31.4M
|
362K
$25.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
263K+ 6019.41% |
$20.5M - $26.7M
|
267K
$18.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
230KNew |
$17.9M - $23.3M
|
230K
$16.3M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
230KNew |
$17.9M - $23.3M
|
230K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 90.73% |
$14.5M - $18.9M
|
391K
$27.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
172KNew |
$13.5M - $17.5M
|
172K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
142KNew |
$11.1M - $14.5M
|
142K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 7630.07% |
$8.83M - $11.5M
|
114K
$8.11M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
82.4K+ 1648.08% |
$6.44M - $8.38M
|
87.4K
$6.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
81.5KNew |
$6.37M - $8.29M
|
81.5K
$5.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
80.9KNew |
$6.32M - $8.23M
|
80.9K
$5.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
67K+ 543.45% |
$5.24M - $6.82M
|
79.4K
$5.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.2K+ 129.41% |
$4.63M - $6.02M
|
105K
$7.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.1K+ 1215.7% |
$4.46M - $5.8M
|
61.8K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.2KNew |
$3.07M - $3.99M
|
39.2K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.7K+ 109.9% |
$2.48M - $3.23M
|
60.6K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.5K+ 1566.15% |
$2.46M - $3.2M
|
33.5K
$2.38M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
31KNew |
$2.42M - $3.15M
|
31K
$2.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29.5KNew |
$2.3M - $3M
|
29.5K
$2.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
29.3K+ 137.54% |
$2.29M - $2.98M
|
50.7K
$3.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
25K+ 25.79% |
$1.95M - $2.54M
|
122K
$8.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6KNew |
$1.22M - $1.59M
|
15.6K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.1KNew |
$1.18M - $1.53M
|
15.1K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.1KNew |
$1.1M - $1.43M
|
14.1K
$998K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11.4KNew |
$891K - $1.16M
|
11.4K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10K+ 263.16% |
$782K - $1.02M
|
13.8K
$979K
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
8.89KNew |
$695K - $904K
|
8.89K
$631K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.53K+ 8.47% |
$667K - $868K
|
109K
$7.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.53K+ 8.47% |
$667K - $868K
|
109K
$7.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.38KNew |
$655K - $852K
|
8.38K
$594K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.76K+ 44.76% |
$607K - $789K
|
25.1K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.62KNew |
$517K - $673K
|
6.62K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.42K+ 144.92% |
$502K - $653K
|
10.9K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.18K+ 101.93% |
$483K - $628K
|
12.2K
$868K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.02KNew |
$470K - $612K
|
6.02K
$427K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.55KNew |
$434K - $565K
|
5.55K
$394K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.09K+ 10.12% |
$398K - $518K
|
55.4K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.88K+ 58.21% |
$382K - $496K
|
13.3K
$941K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.88K+ 156.4% |
$381K - $496K
|
8K
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.5K+ 18.5% |
$274K - $356K
|
22.4K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.15KNew |
$246K - $321K
|
3.15K
$224K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.14K+ 7.01% |
$246K - $320K
|
48K
$3.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.99KNew |
$234K - $304K
|
2.99K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.5KNew |
$195K - $254K
|
2.5K
$177K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.46KNew |
$192K - $250K
|
2.46K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.07K+ 360.56% |
$161K - $210K
|
2.64K
$187K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.71KNew |
$134K - $174K
|
1.71K
$121K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 6.07% |
$125K - $162K
|
27.9K
$1.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1KNew |
$86K - $112K
|
1.1K
$78K
|