Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
615KNew |
$32M - $35.8M
|
615K
$33M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
435K+ 555.68% |
$22.7M - $25.3M
|
514K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
213KNew |
$11.1M - $12.4M
|
213K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
149KNew |
$7.77M - $8.68M
|
149K
$8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
145K+ 1207.02% |
$7.57M - $8.45M
|
157K
$8.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
56.3KNew |
$2.93M - $3.27M
|
56.3K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
55.8K+ 69.17% |
$2.9M - $3.24M
|
136K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
45KNew |
$2.34M - $2.61M
|
45K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
25.8K+ 683.47% |
$1.34M - $1.5M
|
29.5K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20K+ 162.6% |
$1.04M - $1.16M
|
32.3K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.7KNew |
$1.03M - $1.15M
|
19.7K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19.7KNew |
$1.03M - $1.15M
|
19.7K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 53.42% |
$591K - $660K
|
32.6K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$481K - $537K
|
9.25K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.08K+ 58.39% |
$421K - $470K
|
21.9K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.88KNew |
$410K - $458K
|
7.88K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.76KNew |
$404K - $451K
|
7.76K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.55K+ 5.4% |
$393K - $439K
|
148K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.16KNew |
$373K - $416K
|
7.16K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7KNew |
$364K - $407K
|
7K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.9K+ 490.3% |
$255K - $285K
|
5.9K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.73KNew |
$246K - $275K
|
4.73K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.68K+ 24.57% |
$244K - $272K
|
23.7K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.31K+ 47.5% |
$224K - $250K
|
13.4K
$717K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8KNew |
$198K - $221K
|
3.8K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.78K+ 1.68% |
$197K - $220K
|
228K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3.75K+ 11.36% |
$195K - $218K
|
36.8K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.12K+ 159.83% |
$162K - $181K
|
5.06K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.58K+ 5.9% |
$134K - $150K
|
46.3K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.61K+ 1.72% |
$83.8K - $93.6K
|
95.3K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.47K+ 9212.5% |
$76.8K - $85.7K
|
1.49K
$79.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
871New |
$45.4K - $50.6K
|
871
$46.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
732+ 2.28% |
$38.1K - $42.6K
|
32.8K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
593New |
$30.9K - $34.5K
|
593
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
529+ 5.05% |
$27.5K - $30.8K
|
11K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
360New |
$18.7K - $20.9K
|
360
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
145New |
$7.55K - $8.43K
|
145
$7.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
131New |
$6.82K - $7.62K
|
131
$7.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
111New |
$5.78K - $6.45K
|
111
$5.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106+ 43.44% |
$5.52K - $6.16K
|
350
$18.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$3.7K - $4.13K
|
71
$3.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$1.67K - $1.86K
|
32
$1.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.05% |
$52.1 - $58.1
|
2.19K
$118K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 1.11% |
$52.1 - $58.1
|
91
$4.88K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.48% |
$52.1 - $58.1
|
209
$11.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-34- 0.2% |
$1.77K - $1.98K
|
16.9K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-58- 28.71% |
$3.02K - $3.37K
|
144
$7.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-96- 47.06% |
$5K - $5.58K
|
108
$5.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-254- 5.89% |
$13.2K - $14.8K
|
4.06K
$218K
|