Purchases and Sales Made in Q1 2022 in Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 15+ YR US TIPS IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89.5KNew |
$7.15M - $7.99M
|
89.5K
$4.92M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
41.4KNew |
$3.3M - $3.69M
|
41.4K
$2.27M
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
37.4KNew |
$2.98M - $3.34M
|
37.4K
$2.05M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.2K+ 22.55% |
$2.01M - $2.25M
|
137K
$7.52M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
24.8K+ 19.93% |
$1.98M - $2.21M
|
149K
$8.18M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.4K+ 16.82% |
$1.63M - $1.82M
|
142K
$7.77M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17KNew |
$1.36M - $1.52M
|
17K
$932K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10KNew |
$798K - $893K
|
10K
$549K
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.92KNew |
$791K - $885K
|
9.92K
$544K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.34K+ 1140.79% |
$346K - $387K
|
4.72K
$259K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.15KNew |
$331K - $370K
|
4.15K
$228K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.06KNew |
$324K - $362K
|
4.06K
$223K
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
3.86K+ 9.45% |
$308K - $345K
|
44.7K
$2.46M
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
3.77K+ 16.5% |
$301K - $336K
|
26.6K
$1.46M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
3.09KNew |
$247K - $276K
|
3.09K
$170K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.67K+ 4.08% |
$213K - $238K
|
68.1K
$3.74M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.52KNew |
$201K - $225K
|
2.52K
$138K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.25K+ 59.31% |
$179K - $200K
|
6.03K
$331K
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.94K+ 10.97% |
$155K - $173K
|
19.6K
$1.08M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.34K+ 6.92% |
$107K - $119K
|
20.6K
$1.13M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
1.11K+ 11.61% |
$88.2K - $98.7K
|
10.6K
$583K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
717+ 2560.71% |
$57.2K - $64K
|
745
$40.9K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
690+ 5.69% |
$55.1K - $61.6K
|
12.8K
$703K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
588New |
$46.9K - $52.5K
|
588
$32.3K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
400+ 8.51% |
$31.9K - $35.7K
|
5.1K
$280K
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
372+ 2.8% |
$29.7K - $33.2K
|
13.6K
$748K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
177New |
$14.1K - $15.8K
|
177
$9.72K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
158+ 2.22% |
$12.6K - $14.1K
|
7.27K
$399K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
124+ 2.08% |
$9.9K - $11.1K
|
6.1K
$335K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
118New |
$9.42K - $10.5K
|
118
$6.48K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$7.98K - $8.93K
|
100
$5.49K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54+ 0.15% |
$4.31K - $4.82K
|
35.3K
$1.94M
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
37+ 0.86% |
$2.95K - $3.3K
|
4.32K
$237K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 3.3% |
$479 - $536
|
188
$10.3K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.13% |
$399 - $446
|
3.87K
$212K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.03% |
$79.8 - $89.3
|
3.19K
$175K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.55% |
$79.8 - $89.3
|
182
$9.99K
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-10Closed |
$798 - $893
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-24Closed |
$1.92K - $2.14K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-40- 8.79% |
$3.19K - $3.57K
|
415
$22.8K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49Closed |
$3.91K - $4.37K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 1.27% |
$3.99K - $4.46K
|
3.88K
$213K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-60Closed |
$4.79K - $5.36K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-82- 1.5% |
$6.54K - $7.32K
|
5.4K
$296K
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-304- 8.34% |
$24.3K - $27.1K
|
3.34K
$183K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-330- 97.06% |
$26.3K - $29.5K
|
10
$549
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-363- 5.0% |
$29K - $32.4K
|
6.9K
$379K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-401- 15.09% |
$32K - $35.8K
|
2.26K
$124K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-450- 6.28% |
$35.9K - $40.2K
|
6.72K
$369K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-512- 93.6% |
$40.9K - $45.7K
|
35
$1.92K
|