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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.27MNew |
$67.3M - $74.3M
|
1.27M
$68.2M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
557K+ 5645.81% |
$29.6M - $32.7M
|
567K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
263K+ 128.87% |
$14M - $15.5M
|
468K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
49.3K+ 28.11% |
$2.62M - $2.89M
|
225K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35KNew |
$1.86M - $2.05M
|
35K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
33KNew |
$1.75M - $1.94M
|
33K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.8K+ 71.24% |
$1.69M - $1.87M
|
76.4K
$4.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16.7KNew |
$890K - $982K
|
16.7K
$902K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$597K - $659K
|
11.2K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.6KNew |
$566K - $625K
|
10.6K
$574K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10.5KNew |
$557K - $615K
|
10.5K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.89K+ 9.43% |
$526K - $581K
|
115K
$6.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.97K+ 89.11% |
$477K - $527K
|
19K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.3KNew |
$441K - $487K
|
8.3K
$448K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.29K+ 68.48% |
$441K - $487K
|
20.4K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.86K+ 4.37% |
$311K - $344K
|
140K
$7.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.15K+ 0.91% |
$274K - $302K
|
573K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.66K+ 29.6% |
$248K - $273K
|
20.4K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.41KNew |
$234K - $259K
|
4.41K
$238K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.03K+ 5.27% |
$214K - $237K
|
80.6K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.77KNew |
$200K - $221K
|
3.77K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.27K+ 18.15% |
$174K - $192K
|
21.3K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.02K+ 4.93% |
$161K - $177K
|
64.3K
$3.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3KNew |
$159K - $176K
|
3K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.95KNew |
$104K - $114K
|
1.95K
$105K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.33K+ 4.2% |
$70.6K - $77.9K
|
32.9K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.16K+ 3.75% |
$61.6K - $68K
|
32.1K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.1K+ 6.94% |
$58.3K - $64.4K
|
16.9K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
370+ 20.33% |
$19.7K - $21.7K
|
2.19K
$118K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
283+ 0.65% |
$15K - $16.6K
|
43.7K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
244New |
$13K - $14.3K
|
244
$13.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
200New |
$10.6K - $11.7K
|
200
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160New |
$8.51K - $9.39K
|
160
$8.63K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
142+ 0.11% |
$7.55K - $8.34K
|
131K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 0.74% |
$2.13K - $2.35K
|
5.46K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10New |
$532 - $587
|
10
$539
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$319 - $352
|
6
$324
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$160 - $176
|
11.1K
$598K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 4.0% |
$53.2 - $58.7
|
26
$1.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-21- 9.42% |
$1.12K - $1.23K
|
202
$10.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-24- 77.42% |
$1.28K - $1.41K
|
7
$377
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-110- 9.12% |
$5.85K - $6.46K
|
1.1K
$59.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-195- 10.51% |
$10.4K - $11.4K
|
1.66K
$89.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-565- 97.25% |
$30K - $33.2K
|
16
$863
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-722- 14.87% |
$38.4K - $42.4K
|
4.13K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 50.0% |
$53.2K - $58.7K
|
1K
$53.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.03K- 2.59% |
$54.7K - $60.4K
|
38.7K
$2.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.05K- 3.58% |
$55.7K - $61.5K
|
28.2K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.07K- 1.13% |
$56.7K - $62.6K
|
93.7K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.21K- 13.79% |
$64.3K - $71K
|
7.57K
$408K
|