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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
210New |
$18.6K - $20.7K
|
210
$14.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
145New |
$12.8K - $14.3K
|
145
$10.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
25New |
$2.21K - $2.47K
|
25
$1.75K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
230KNew |
$17.9M - $23.3M
|
230K
$16.1M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
82.4K+ 1648.08% |
$6.44M - $8.38M
|
87.4K
$6.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6KNew |
$1.22M - $1.59M
|
15.6K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.1KNew |
$1.1M - $1.43M
|
14.1K
$987K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11.4KNew |
$891K - $1.16M
|
11.4K
$799K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.38KNew |
$655K - $852K
|
8.38K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.62KNew |
$517K - $673K
|
6.62K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.55KNew |
$434K - $565K
|
5.55K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.5KNew |
$195K - $254K
|
2.5K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
712New |
$55.7K - $72.4K
|
712
$50K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
201New |
$15.7K - $20.4K
|
201
$14.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
41New |
$3.2K - $4.17K
|
41
$2.88K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
653+ 14.79% |
$59.5K - $74.5K
|
5.07K
$356K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
183New |
$16.7K - $20.9K
|
183
$12.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
100New |
$9.11K - $11.4K
|
100
$7.02K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
- |
500KNew |
$50.6M - $66.4M
|
500K
$35.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.71KNew |
$780K - $1.02M
|
7.71K
$541K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.83KNew |
$590K - $774K
|
5.83K
$409K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
5KNew |
$506K - $664K
|
5K
$351K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$354K - $465K
|
3.5K
$246K
|
|
|
Aug 15, 2022
Q2 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
2.33KNew |
$236K - $309K
|
2.33K
$163K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
CALL |
300New |
$30.4K - $39.8K
|
300
$21K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4K+ 50.0% |
$507K - $590K
|
12K
$842K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
11New |
$1.55K - $1.79K
|
11
$772
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
24New |
$3.47K - $3.75K
|
24
$1.68K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 2.86% |
$3.19K - $3.43K
|
720
$50.5K
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.31KNew |
$533K - $616K
|
3.31K
$232K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
744+ 22.68% |
$120K - $139K
|
4.03K
$282K
|
|
| Q4 2019 | |||||||
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
176New |
$23.3K - $26.1K
|
176
$12.3K
|
|
| Q3 2019 | |||||||
|
Oct 09, 2019
Q3 2019
|
Allworth Financial LP
|
BUY
|
- |
220New |
$29.7K - $32K
|
220
$15.4K
|
|
| Q3 2017 | |||||||
|
Oct 19, 2017
Q3 2017
|
Cordasco Financial Network
|
BUY
|
- |
430New |
N/A
|
430
$30.2K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$70.2
|
|