Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
781KNew |
$53.6M - $64.5M
|
781K
$55.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
505KNew |
$34.7M - $41.7M
|
505K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
451K+ 99.06% |
$31M - $37.3M
|
907K
$64.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
300K+ 29.36% |
$20.6M - $24.8M
|
1.32M
$93.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
246K+ 235.46% |
$16.8M - $20.3M
|
350K
$24.8M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
222K+ 728.71% |
$15.2M - $18.3M
|
253K
$17.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
206KNew |
$14.2M - $17M
|
206K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
169K+ 246.09% |
$11.6M - $13.9M
|
237K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
167K+ 1331.71% |
$11.5M - $13.8M
|
180K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
165KNew |
$11.3M - $13.6M
|
165K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
92.9KNew |
$6.37M - $7.67M
|
92.9K
$6.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
88.4K+ 654.34% |
$6.07M - $7.3M
|
102K
$7.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
73.6K+ 417.1% |
$5.05M - $6.07M
|
91.2K
$6.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
73KNew |
$5.01M - $6.02M
|
73K
$5.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
59.4KNew |
$4.08M - $4.91M
|
59.4K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37KNew |
$2.54M - $3.05M
|
37K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.7K+ 622.22% |
$2.31M - $2.78M
|
39.1K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.6K+ 84.92% |
$2.24M - $2.69M
|
71.1K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
28.9KNew |
$1.98M - $2.39M
|
28.9K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
27.4K+ 50.79% |
$1.88M - $2.27M
|
81.5K
$5.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.8K+ 59.36% |
$1.63M - $1.96M
|
63.8K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2K+ 8.25% |
$1.18M - $1.42M
|
226K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.1KNew |
$1.11M - $1.33M
|
16.1K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
13.8KNew |
$947K - $1.14M
|
13.8K
$977K
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
13.5K+ 63.28% |
$926K - $1.11M
|
34.8K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.9KNew |
$887K - $1.07M
|
12.9K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
11.6K+ 9.99% |
$793K - $954K
|
127K
$9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.25KNew |
$635K - $764K
|
9.25K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.25KNew |
$635K - $764K
|
9.25K
$655K
|
|
|
Feb 06, 2025
Q4 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
9.24KNew |
$634K - $763K
|
9.24K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.74K+ 57.39% |
$600K - $721K
|
24K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.23K+ 5.83% |
$564K - $679K
|
149K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.54KNew |
$518K - $623K
|
7.54K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.7K+ 72.14% |
$460K - $553K
|
16K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$449K - $541K
|
6.55K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.43KNew |
$373K - $449K
|
5.43K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.42K+ 91.17% |
$372K - $448K
|
11.4K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.03K+ 6.32% |
$345K - $415K
|
84.6K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.67KNew |
$320K - $386K
|
4.67K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.44KNew |
$305K - $367K
|
4.44K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.49KNew |
$239K - $288K
|
3.49K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 6.97% |
$223K - $268K
|
49.8K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 395.88% |
$185K - $222K
|
3.37K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.3K+ 8.35% |
$158K - $190K
|
29.8K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.19K+ 18.93% |
$151K - $181K
|
13.8K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.17K+ 5.59% |
$149K - $179K
|
41K
$2.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.1K+ 65.36% |
$144K - $174K
|
5.32K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.05K+ 47.44% |
$141K - $169K
|
6.37K
$450K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.89K+ 26.71% |
$130K - $156K
|
8.97K
$635K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.58K+ 204.81% |
$108K - $130K
|
2.35K
$166K
|