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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
925+ 11.12% |
$72.3K - $94.1K
|
9.24K
$670K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
850+ 21.52% |
$66.4K - $86.5K
|
4.8K
$348K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
829+ 259.06% |
$64.8K - $84.3K
|
1.15K
$83.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
733+ 32.36% |
$57.3K - $74.6K
|
3K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
712New |
$55.7K - $72.4K
|
712
$51.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
700New |
$54.7K - $71.2K
|
700
$50.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
500+ 50.0% |
$39.1K - $50.9K
|
1.5K
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
461New |
$36K - $46.9K
|
461
$33.4K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
201New |
$15.7K - $20.4K
|
201
$14.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
177New |
$13.8K - $18K
|
177
$12.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
124New |
$9.69K - $12.6K
|
124
$8.99K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
101+ 1.12% |
$7.9K - $10.3K
|
9.13K
$661K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$7.82K - $10.2K
|
100
$7.25K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
72New |
$5.63K - $7.32K
|
72
$5.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
62New |
$4.85K - $6.31K
|
62
$4.49K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
50+ 33.33% |
$3.91K - $5.09K
|
200
$14.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
41New |
$3.2K - $4.17K
|
41
$2.97K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
20+ 0.31% |
$1.56K - $2.03K
|
6.4K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$78.2 - $102
|
1
$72.5
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-15- 13.27% |
$1.17K - $1.53K
|
98
$7.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20Closed |
$1.56K - $2.03K
|
0
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-42- 7.75% |
$3.28K - $4.27K
|
500
$36.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-105- 4.11% |
$8.21K - $10.7K
|
2.45K
$178K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-115- 10.75% |
$8.99K - $11.7K
|
955
$69.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-125- 55.56% |
$9.77K - $12.7K
|
100
$7.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-163- 27.67% |
$12.7K - $16.6K
|
426
$30.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-190- 0.82% |
$14.9K - $19.3K
|
23.1K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-253- 6.19% |
$19.8K - $25.7K
|
3.84K
$278K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-411- 39.6% |
$32.1K - $41.8K
|
627
$45.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.26K- 10.75% |
$98.8K - $129K
|
10.5K
$760K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.95K- 16.64% |
$231K - $300K
|
14.8K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.2K- 39.49% |
$485K - $631K
|
9.5K
$688K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-17.5K- 12.96% |
$1.36M - $1.78M
|
117K
$8.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.5K- 82.22% |
$1.75M - $2.28M
|
4.86K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.7K- 33.23% |
$1.77M - $2.31M
|
45.6K
$3.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-45.2K- 55.95% |
$3.53M - $4.59M
|
35.5K
$2.58M
|