Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
22+ 0.57% |
$1.89K - $1.98K
|
3.89K
$201K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
18+ 0.56% |
$1.55K - $1.62K
|
3.23K
$167K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17New |
$1.46K - $1.53K
|
17
$880
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 1.55% |
$774 - $811
|
591
$30.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 1.14% |
$172 - $180
|
177
$9.16K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.06% |
$172 - $180
|
3.18K
$165K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18- 0.06% |
$1.55K - $1.62K
|
28.7K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60Closed |
$5.16K - $5.41K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-99- 2.34% |
$8.51K - $8.92K
|
4.13K
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-302Closed |
$26K - $27.2K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-558- 5.41% |
$48K - $50.3K
|
9.76K
$505K
|
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.39K- 1.48% |
$119K - $125K
|
92.6K
$4.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-1.42K- 20.24% |
$122K - $128K
|
5.61K
$290K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.43K- 11.62% |
$209K - $219K
|
18.5K
$957K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.7K- 46.6% |
$232K - $244K
|
3.1K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-3.52KClosed |
$303K - $317K
|
0
$0
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.24K- 67.43% |
$537K - $562K
|
3.01K
$156K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-6.74K- 4.98% |
$580K - $608K
|
129K
$6.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.3K- 12.95% |
$1.57M - $1.65M
|
123K
$6.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-20.4KClosed |
$1.76M - $1.84M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-26.3KClosed |
$2.26M - $2.37M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.7K- 38.8% |
$2.38M - $2.49M
|
43.7K
$2.26M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-45.1KClosed |
$3.88M - $4.06M
|
0
$0
|