Latest Institutional Purchases of Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ)
This list provides information on the latest institutional transactions involving Pimco ETF Tr 25+ Yr Zero Cpn U (ZROZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
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
|