Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
209K+ 101.82% |
$12.3M - $13.2M
|
415K
$22.4M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$6.87M - $7.34M
|
117K
$6.3M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74K+ 681.1% |
$4.35M - $4.65M
|
84.9K
$4.58M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.5K+ 45.1% |
$3.68M - $3.93M
|
201K
$10.8M
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
57.7K+ 92.29% |
$3.39M - $3.63M
|
120K
$6.48M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
48KNew |
$2.82M - $3.02M
|
48K
$2.59M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.92K+ 14.68% |
$583K - $624K
|
77.5K
$4.18M
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8.54K+ 104.8% |
$502K - $536K
|
16.7K
$899K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.33KNew |
$490K - $524K
|
8.33K
$449K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.08KNew |
$416K - $445K
|
7.08K
$381K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.37KNew |
$257K - $274K
|
4.37K
$235K
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.32K+ 16.98% |
$254K - $272K
|
29.8K
$1.61M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4K+ 9.9% |
$235K - $251K
|
44.4K
$2.39M
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.51K+ 3.43% |
$206K - $220K
|
106K
$5.7M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.51KNew |
$147K - $158K
|
2.51K
$135K
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.9K+ 3.5% |
$112K - $119K
|
56.2K
$3.03M
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.88K+ 0.74% |
$110K - $118K
|
254K
$13.7M
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.86K+ 1.37% |
$110K - $117K
|
138K
$7.45M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67K+ 4.43% |
$98.4K - $105K
|
39.5K
$2.13M
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
1.35K+ 4.03% |
$79.4K - $84.8K
|
34.8K
$1.88M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1KNew |
$58.8K - $62.8K
|
1K
$53.9K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
819+ 13.27% |
$48.1K - $51.5K
|
6.99K
$377K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
806+ 1.42% |
$47.4K - $50.6K
|
57.6K
$3.11M
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
538+ 3.32% |
$31.6K - $33.8K
|
16.7K
$902K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
521+ 0.75% |
$30.6K - $32.7K
|
69.6K
$3.75M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
511+ 11.93% |
$30K - $32.1K
|
4.79K
$258K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
405+ 2.42% |
$23.8K - $25.5K
|
17.2K
$925K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
323+ 2.78% |
$19K - $20.3K
|
11.9K
$643K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
217New |
$12.8K - $13.6K
|
217
$11.7K
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
155+ 0.63% |
$9.11K - $9.74K
|
24.8K
$1.34M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
130New |
$7.64K - $8.17K
|
130
$7.01K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
120+ 1.31% |
$7.05K - $7.54K
|
9.26K
$499K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 1.22% |
$5.29K - $5.66K
|
7.45K
$402K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
62New |
$3.64K - $3.9K
|
62
$3.34K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
46+ 1.31% |
$2.7K - $2.89K
|
3.56K
$192K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.03% |
$118 - $126
|
197
$10.6K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 1.18% |
$58.8 - $62.8
|
86
$4.64K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-50- 0.13% |
$2.94K - $3.14K
|
38.6K
$2.08M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 24.31% |
$3.12K - $3.33K
|
165
$8.9K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 24.31% |
$3.12K - $3.33K
|
165
$8.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 2.44% |
$5.88K - $6.28K
|
4K
$216K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-144- 1.47% |
$8.46K - $9.05K
|
9.63K
$519K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-165- 4.42% |
$9.7K - $10.4K
|
3.56K
$192K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-192- 3.8% |
$11.3K - $12.1K
|
4.86K
$262K
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
SELL
|
- |
-351- 7.03% |
$20.6K - $22.1K
|
4.64K
$250K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-830- 6.48% |
$48.8K - $52.2K
|
12K
$646K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.25K- 1.4% |
$73.6K - $78.7K
|
88.2K
$4.75M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.34K- 36.38% |
$79K - $84.5K
|
2.35K
$127K
|