Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
191KNew |
$9.95M - $11.4M
|
191K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
82KNew |
$4.28M - $4.91M
|
82K
$4.5M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.7K+ 79.77% |
$3.53M - $4.05M
|
153K
$8.37M
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
64.5KNew |
$3.37M - $3.86M
|
64.5K
$3.54M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
61.5K+ 52.6% |
$3.21M - $3.68M
|
178K
$9.79M
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
52.4K+ 211.22% |
$2.73M - $3.14M
|
77.1K
$4.23M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44.5K+ 10.73% |
$2.32M - $2.67M
|
459K
$25.2M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42K+ 60.38% |
$2.19M - $2.52M
|
112K
$6.13M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.3KNew |
$1.37M - $1.57M
|
26.3K
$1.44M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
19.8K+ 31.1% |
$1.03M - $1.19M
|
83.5K
$4.59M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 9.44% |
$688K - $789K
|
153K
$8.39M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.47KNew |
$442K - $507K
|
8.47K
$465K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.48KNew |
$390K - $448K
|
7.48K
$411K
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.28K+ 6.05% |
$380K - $436K
|
127K
$7M
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6.86K+ 23.03% |
$358K - $411K
|
36.6K
$2.01M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.31KNew |
$330K - $378K
|
6.31K
$347K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.09K+ 3085.45% |
$266K - $305K
|
5.26K
$289K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.09K+ 3085.45% |
$266K - $305K
|
5.26K
$289K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.57KNew |
$239K - $274K
|
4.57K
$251K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.4KNew |
$125K - $144K
|
2.4K
$132K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.03K+ 28.72% |
$106K - $122K
|
9.11K
$500K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91K+ 3077.42% |
$99.6K - $114K
|
1.97K
$108K
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.53K+ 20.33% |
$80K - $91.7K
|
9.07K
$498K
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.53K+ 20.33% |
$80K - $91.7K
|
9.07K
$498K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 1.78% |
$71.9K - $82.5K
|
78.9K
$4.33M
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.14K+ 2.03% |
$59.6K - $68.4K
|
57.3K
$3.15M
|
|
Nov 14, 2023
Q3 2023
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
BUY
|
- |
1.13KNew |
$59K - $67.7K
|
1.13K
$62K
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$55.6K - $63.8K
|
1.07K
$58.5K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
967+ 1272.37% |
$50.5K - $57.9K
|
1.04K
$57.3K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
949+ 7.96% |
$49.5K - $56.8K
|
12.9K
$707K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
541New |
$28.2K - $32.4K
|
541
$29.7K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
456New |
$23.8K - $27.3K
|
456
$25K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
300New |
$15.7K - $18K
|
300
$16.5K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
210New |
$11K - $12.6K
|
210
$11.5K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
179New |
$9.34K - $10.7K
|
179
$9.83K
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
145+ 3.13% |
$7.57K - $8.68K
|
4.78K
$263K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106+ 0.13% |
$5.53K - $6.35K
|
80.8K
$4.43M
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
99+ 0.59% |
$5.17K - $5.93K
|
16.8K
$924K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
46+ 1.29% |
$2.4K - $2.75K
|
3.6K
$198K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
41New |
$2.14K - $2.46K
|
41
$2.25K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.25% |
$626 - $719
|
4.87K
$267K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4New |
$209 - $240
|
4
$220
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 1.52% |
$157 - $180
|
200
$11K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 1.16% |
$52.2 - $59.9
|
87
$4.78K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12- 0.14% |
$626 - $719
|
8.32K
$457K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-51- 0.09% |
$2.66K - $3.05K
|
57.6K
$3.16M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-322- 2.59% |
$16.8K - $19.3K
|
12.1K
$665K
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-336- 0.32% |
$17.5K - $20.1K
|
105K
$5.78M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-366- 4.91% |
$19.1K - $21.9K
|
7.08K
$389K
|