Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
141KNew |
$11.3M - $12.2M
|
141K
$7.81M
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
75KNew |
$5.99M - $6.48M
|
75K
$4.15M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.5KNew |
$5.15M - $5.58M
|
64.5K
$3.57M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61.8KNew |
$4.94M - $5.34M
|
61.8K
$3.42M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.9K+ 133.83% |
$3.26M - $3.53M
|
71.4K
$3.95M
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.3K+ 426.52% |
$1.7M - $1.84M
|
26.3K
$1.45M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.8K+ 28.8% |
$1.43M - $1.54M
|
79.8K
$4.41M
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.2K+ 1588.74% |
$1.22M - $1.32M
|
16.2K
$895K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
14.3K+ 11.83% |
$1.14M - $1.24M
|
135K
$7.49M
|
|
Aug 10, 2021
Q2 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12.7K+ 9.52% |
$1.02M - $1.1M
|
147K
$8.11M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.1KNew |
$727K - $786K
|
9.1K
$503K
|
|
Aug 30, 2021
Q2 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
7.44K+ 97.63% |
$594K - $643K
|
15.1K
$833K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.72K+ 28.92% |
$457K - $494K
|
25.5K
$1.41M
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
5.57KNew |
$445K - $482K
|
5.57K
$308K
|
|
Jul 28, 2021
Q2 2021
|
Iron Financial, LLC
|
BUY
|
- |
3.59K+ 20.66% |
$287K - $310K
|
21K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.52KNew |
$281K - $304K
|
3.52K
$195K
|
|
Aug 13, 2021
Q2 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
3.21KNew |
$257K - $278K
|
3.21K
$178K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.83K+ 8.74% |
$226K - $245K
|
35.2K
$1.95M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.23K+ 24.26% |
$178K - $193K
|
11.4K
$631K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.18K+ 2.22% |
$174K - $188K
|
100K
$5.54M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.96K+ 13.0% |
$156K - $169K
|
17K
$941K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56KNew |
$124K - $134K
|
1.56K
$86K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
933+ 29.55% |
$74.5K - $80.6K
|
4.09K
$226K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
685+ 3.94% |
$54.7K - $59.2K
|
18.1K
$1M
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
628+ 14.01% |
$50.2K - $54.3K
|
5.11K
$283K
|
|
Aug 10, 2021
Q2 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
524+ 1.18% |
$41.9K - $45.3K
|
45.1K
$2.49M
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
378+ 1.33% |
$30.2K - $32.7K
|
28.7K
$1.59M
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
302New |
$24.1K - $26.1K
|
302
$16.7K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
176+ 451.28% |
$14.1K - $15.2K
|
215
$11.9K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60New |
$4.79K - $5.18K
|
60
$3.32K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
31+ 0.54% |
$2.48K - $2.68K
|
5.82K
$322K
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 1.16% |
$160 - $173
|
175
$9.68K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 3.57% |
$79.9 - $86.4
|
27
$1.49K
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-13- 0.41% |
$1.04K - $1.12K
|
3.18K
$176K
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-52Closed |
$4.15K - $4.49K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-59- 0.57% |
$4.71K - $5.1K
|
10.3K
$570K
|
|
Jul 16, 2021
Q2 2021
|
Addison Capital CO
|
SELL
|
- |
-77- 1.79% |
$6.15K - $6.65K
|
4.23K
$234K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-88- 1.02% |
$7.03K - $7.6K
|
8.51K
$470K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-116Closed |
$9.27K - $10K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-284- 86.06% |
$22.7K - $24.5K
|
46
$2.54K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-389Closed |
$31.1K - $33.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-423Closed |
$33.8K - $36.5K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-529- 12.73% |
$42.3K - $45.7K
|
3.63K
$200K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-567- 7.46% |
$45.3K - $49K
|
7.03K
$389K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-877- 60.11% |
$70.1K - $75.8K
|
582
$32.2K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-990Closed |
$79.1K - $85.5K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.13K- 16.35% |
$90.6K - $98K
|
5.8K
$321K
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-1.36K- 26.05% |
$109K - $118K
|
3.86K
$214K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.43KClosed |
$274K - $296K
|
0
$0
|