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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
712New |
$55.7K - $72.4K
|
712
$47.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.5KNew |
$195K - $254K
|
2.5K
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-105- 4.11% |
$8.21K - $10.7K
|
2.45K
$164K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
41New |
$3.2K - $4.17K
|
41
$2.75K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.38KNew |
$655K - $852K
|
8.38K
$561K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6KNew |
$1.22M - $1.59M
|
15.6K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-125- 55.56% |
$9.77K - $12.7K
|
100
$6.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
653+ 14.79% |
$59.5K - $74.5K
|
5.07K
$340K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-115- 0.19% |
$10.5K - $13.1K
|
60K
$4.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
100New |
$9.11K - $11.4K
|
100
$6.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-104K- 97.07% |
$9.48M - $11.9M
|
3.14K
$211K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
183New |
$16.7K - $20.9K
|
183
$12.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-8Closed |
$810 - $1.06K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.93KClosed |
$398K - $522K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
- |
500KNew |
$50.6M - $66.4M
|
500K
$33.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
2.33KNew |
$236K - $309K
|
2.33K
$156K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.83KNew |
$590K - $774K
|
5.83K
$391K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.27KClosed |
$229K - $301K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.8KClosed |
$384K - $504K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.5KClosed |
$1.47M - $1.93M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
R.P. Boggs & Co.
|
SELL
|
- |
-63.4KClosed |
$6.42M - $8.42M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.71KNew |
$780K - $1.02M
|
7.71K
$517K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
CALL |
300New |
$30.4K - $39.8K
|
300
$20.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.62KClosed |
$164K - $215K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-258Closed |
$26.1K - $34.3K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
5KNew |
$506K - $664K
|
5K
$335K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100Closed |
$12.7K - $14.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.2KClosed |
$2.94M - $3.42M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4K+ 50.0% |
$507K - $590K
|
12K
$804K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.82KClosed |
$258K - $297K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2Closed |
$283 - $326
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
11New |
$1.55K - $1.79K
|
11
$737
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.51KClosed |
$941K - $1.02M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
24New |
$3.47K - $3.75K
|
24
$1.61K
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-20Closed |
$2.63K - $2.95K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$263K - $295K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 02, 2025
Q1 2021
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
500New |
$64.9K - $81.3K
|
500
$33.5K
|
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.85KClosed |
$500K - $627K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-49Closed |
$6.36K - $7.97K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-446Closed |
$57.9K - $72.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39KClosed |
$180K - $225K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Mjp Associates Inc
|
SELL
|
- |
-1.39KClosed |
$180K - $225K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.23KClosed |
$678K - $850K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.38KClosed |
$179K - $225K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-8.5KClosed |
$1.35M - $1.46M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 2.86% |
$3.19K - $3.43K
|
720
$48.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.1KClosed |
$2.57M - $2.77M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-150Closed |
$23.9K - $25.7K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.69KClosed |
$270K - $291K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.17KClosed |
$186K - $201K
|
0
$0
|
|