Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-10- 0.21% |
$499 - $576
|
4.77K
$258K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13- 0.31% |
$648 - $749
|
4.16K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-99- 1.23% |
$4.94K - $5.71K
|
7.97K
$431K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-314- 4.97% |
$15.7K - $18.1K
|
6K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500- 20.0% |
$24.9K - $28.8K
|
2K
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-731- 8.06% |
$36.5K - $42.1K
|
8.34K
$450K
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-731- 8.06% |
$36.5K - $42.1K
|
8.34K
$450K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-756- 24.26% |
$37.7K - $43.6K
|
2.36K
$127K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-828- 1.28% |
$41.3K - $47.7K
|
63.7K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.04K- 99.9% |
$52K - $60.1K
|
1
$54
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.13K- 17.19% |
$56.4K - $65.2K
|
5.45K
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.4K- 1.1% |
$70K - $80.9K
|
126K
$6.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.91K- 11.41% |
$95.4K - $110K
|
14.9K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.78K- 7.58% |
$139K - $160K
|
33.8K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.46K- 28.1% |
$172K - $199K
|
8.85K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-4.05K- 6.36% |
$202K - $233K
|
59.7K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.23K- 56.91% |
$311K - $359K
|
4.72K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.48K- 9.26% |
$373K - $431K
|
73.3K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 36.92% |
$513K - $593K
|
17.6K
$949K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-10.3K- 18.03% |
$515K - $595K
|
47K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.5K- 88.32% |
$525K - $607K
|
1.39K
$75.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.9K- 25.26% |
$696K - $804K
|
41.3K
$2.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15.3K- 33.59% |
$764K - $883K
|
30.3K
$1.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-32.6K- 24.87% |
$1.63M - $1.88M
|
98.5K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.9K- 56.61% |
$2.14M - $2.47M
|
32.9K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-54.9K- 71.17% |
$2.74M - $3.16M
|
22.2K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-67.6K- 85.62% |
$3.37M - $3.89M
|
11.3K
$613K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-78.9K- 70.68% |
$3.93M - $4.55M
|
32.7K
$1.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-103K- 97.41% |
$5.12M - $5.91M
|
2.73K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-123K- 61.01% |
$6.12M - $7.07M
|
78.4K
$4.24M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-746K- 98.24% |
$37.2M - $43M
|
13.4K
$724K
|