Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.33K- 89.26% |
$78.3K - $83.8K
|
160
$8.5K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.33K- 88.15% |
$78.4K - $83.9K
|
179
$9.51K
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.94K- 7.29% |
$114K - $122K
|
24.6K
$1.31M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.43K- 39.41% |
$143K - $153K
|
3.73K
$198K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.65K- 13.38% |
$156K - $167K
|
17.2K
$912K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.77K- 10.33% |
$163K - $174K
|
24K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2.88K- 54.75% |
$169K - $181K
|
2.38K
$126K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.09K- 19.42% |
$182K - $195K
|
12.8K
$681K
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.27K- 17.42% |
$193K - $206K
|
15.5K
$823K
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.27K- 17.42% |
$193K - $206K
|
15.5K
$823K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.7K- 27.44% |
$218K - $233K
|
9.77K
$519K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.45K- 4.39% |
$262K - $281K
|
97K
$5.15M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.52K- 17.93% |
$266K - $285K
|
20.7K
$1.1M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.1K- 95.9% |
$300K - $321K
|
218
$11.6K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.5K- 98.64% |
$324K - $347K
|
76
$4.04K
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-5.83K- 3.1% |
$343K - $367K
|
182K
$9.67M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.92KClosed |
$349K - $373K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.63K- 4.46% |
$391K - $418K
|
142K
$7.54M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.72K- 9.65% |
$513K - $549K
|
81.6K
$4.34M
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-8.97K- 14.19% |
$528K - $565K
|
54.3K
$2.88M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 45.8% |
$834K - $892K
|
16.8K
$890K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.6K- 44.93% |
$1.09M - $1.17M
|
22.8K
$1.21M
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-23.1K- 26.98% |
$1.36M - $1.46M
|
62.5K
$3.32M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-32K- 30.42% |
$1.89M - $2.02M
|
73.2K
$3.89M
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-146K- 71.96% |
$8.59M - $9.19M
|
56.8K
$3.02M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-151K- 93.3% |
$8.91M - $9.53M
|
10.9K
$577K
|