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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-410- 5.87% |
$21.4K - $24.6K
|
6.58K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-448- 12.57% |
$23.4K - $26.8K
|
3.12K
$168K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-619- 12.91% |
$32.3K - $37.1K
|
4.17K
$225K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-644- 1.85% |
$33.6K - $38.6K
|
34.2K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.04K- 8.64% |
$54.1K - $62K
|
10.9K
$590K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.5K- 37.5% |
$78.3K - $89.8K
|
2.5K
$135K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.5K- 98.49% |
$78.3K - $89.8K
|
23
$1.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.56K- 16.17% |
$81.3K - $93.2K
|
8.07K
$435K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.73K- 8.04% |
$90.1K - $103K
|
19.7K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2K- 33.33% |
$104K - $120K
|
4K
$216K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.35K- 12.29% |
$123K - $141K
|
16.8K
$904K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.75K- 22.5% |
$196K - $225K
|
12.9K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.73K- 7.9% |
$247K - $283K
|
55.2K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.79K- 51.75% |
$250K - $287K
|
4.47K
$241K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.85K- 28.28% |
$253K - $291K
|
12.3K
$663K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-7K- 4.09% |
$365K - $419K
|
164K
$8.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-7.09K- 5.13% |
$370K - $424K
|
131K
$7.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.7K- 21.65% |
$402K - $461K
|
27.8K
$1.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 7.61% |
$531K - $609K
|
123K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 14.1% |
$649K - $744K
|
75.7K
$4.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.7K- 33.24% |
$1.19M - $1.36M
|
45.6K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 73.16% |
$1.7M - $1.94M
|
11.9K
$643K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-99.5K- 92.16% |
$5.19M - $5.96M
|
8.47K
$457K
|