Purchases and Sales Made in Q3 2024 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 2024. 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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
557K+ 5645.81% |
$29.6M - $32.7M
|
567K
$31.3M
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
33KNew |
$1.75M - $1.94M
|
33K
$1.82M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.97K+ 89.11% |
$477K - $527K
|
19K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.29K+ 68.48% |
$441K - $487K
|
20.4K
$1.13M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.86K+ 4.37% |
$311K - $344K
|
140K
$7.74M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.15K+ 0.91% |
$274K - $302K
|
573K
$31.7M
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.03K+ 5.27% |
$214K - $237K
|
80.6K
$4.46M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.77KNew |
$200K - $221K
|
3.77K
$208K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.02K+ 4.93% |
$161K - $177K
|
64.3K
$3.56M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.1K+ 6.94% |
$58.3K - $64.4K
|
16.9K
$934K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$160 - $176
|
11.1K
$613K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 4.0% |
$53.2 - $58.7
|
26
$1.44K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-21- 9.42% |
$1.12K - $1.23K
|
202
$11.2K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-24- 77.42% |
$1.28K - $1.41K
|
7
$387
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 50.0% |
$53.2K - $58.7K
|
1K
$55.3K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 24.68% |
$72.5K - $80K
|
4.16K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 8.6% |
$108K - $119K
|
21.5K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9.89K- 81.83% |
$526K - $580K
|
2.2K
$121K
|