Latest Institutional Transactions on Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-204- 28.98% |
$13.4K - $15.2K
|
500
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.05K+ 10.56% |
$200K - $228K
|
32K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$804K - $917K
|
12.3K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
25KNew |
$1.64M - $1.87M
|
25K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.08K- 9.54% |
$529K - $603K
|
76.6K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.5KNew |
$229K - $261K
|
3.5K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
23.8KNew |
$1.56M - $1.78M
|
23.8K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
477+ 39.92% |
$31.2K - $35.6K
|
1.67K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-168K- 33.33% |
$11M - $12.6M
|
337K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.14KNew |
$337K - $384K
|
5.14K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.53KNew |
$231K - $264K
|
3.53K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
150New |
$9.82K - $11.2K
|
150
$10.1K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.66K+ 17.92% |
$109K - $124K
|
10.9K
$731K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8.88KNew |
$582K - $663K
|
8.88K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16.9KNew |
$1.11M - $1.26M
|
16.9K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 11.75% |
$71.2K - $81.2K
|
10.3K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
176New |
$11.5K - $13.1K
|
176
$11.8K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-310- 99.36% |
$20.3K - $23.1K
|
2
$134
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
210New |
$13.8K - $15.7K
|
210
$14.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.91KNew |
$191K - $217K
|
2.91K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
71New |
$4.65K - $5.3K
|
71
$4.76K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5.14KNew |
$337K - $384K
|
5.14K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
992New |
$65K - $74.1K
|
992
$66.5K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.7K- 70.39% |
$635K - $724K
|
4.08K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
77.5KNew |
$5.07M - $5.79M
|
77.5K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-888- 5.51% |
$58.2K - $66.3K
|
15.2K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-353- 98.6% |
$23.1K - $26.4K
|
5
$335
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-654- 18.75% |
$42.8K - $48.8K
|
2.83K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-963- 23.13% |
$63.1K - $71.9K
|
3.2K
$214K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-81.1K- 39.32% |
$5.31M - $6.06M
|
125K
$8.39M
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.79KNew |
$260K - $313K
|
3.79K
$254K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-20.4K- 17.66% |
$1.4M - $1.69M
|
95.3K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
470New |
$32.3K - $38.8K
|
470
$31.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
600+ 200.0% |
$41.2K - $49.5K
|
900
$60.3K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-26.5K- 73.97% |
$1.82M - $2.19M
|
9.32K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.44KNew |
$305K - $367K
|
4.44K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-295- 6.64% |
$20.2K - $24.4K
|
4.15K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
402New |
$27.6K - $33.2K
|
402
$26.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
900+ 24.0% |
$61.8K - $74.3K
|
4.65K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
13.5K+ 63.28% |
$926K - $1.11M
|
34.8K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-46.7K- 62.36% |
$3.2M - $3.86M
|
28.2K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
9.24KNew |
$634K - $763K
|
9.24K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
18New |
$1.24K - $1.49K
|
18
$1.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 10.0% |
$68.6 - $82.6
|
11
$737
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.05K+ 47.44% |
$141K - $169K
|
6.37K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
535New |
$36.7K - $44.2K
|
535
$35.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-24- 29.63% |
$1.65K - $1.98K
|
57
$3.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
451+ 5.77% |
$30.9K - $37.2K
|
8.27K
$554K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
13.8KNew |
$947K - $1.14M
|
13.8K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-268- 3.97% |
$18.4K - $22.1K
|
6.48K
$434K
|
|