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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.01K- 30.53% |
$344K - $414K
|
11.4K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.99K- 28.74% |
$411K - $495K
|
14.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.6K- 13.62% |
$1.35M - $1.62M
|
124K
$8.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 43.28% |
$1.61M - $1.94M
|
30.7K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-26.5K- 73.97% |
$1.82M - $2.19M
|
9.32K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-29.1K- 97.41% |
$1.99M - $2.4M
|
773
$54.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.8K- 25.19% |
$2.87M - $3.45M
|
124K
$8.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-46.7K- 62.36% |
$3.2M - $3.86M
|
28.2K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.6K- 76.93% |
$3.33M - $4.01M
|
14.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.6K- 43.87% |
$3.68M - $4.43M
|
68.6K
$4.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-56K- 39.79% |
$3.84M - $4.62M
|
84.7K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-57.2K- 28.18% |
$3.93M - $4.72M
|
146K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.7K- 32.38% |
$4.92M - $5.92M
|
150K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-189K- 33.34% |
$13M - $15.6M
|
378K
$26.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-248K- 22.35% |
$17M - $20.5M
|
863K
$61.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-342K- 98.71% |
$23.5M - $28.3M
|
4.49K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-395K- 38.17% |
$27.1M - $32.6M
|
640K
$45.3M
|