Latest Institutional Transactions on Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
45KNew |
$2.34M - $2.61M
|
45K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.76KNew |
$404K - $451K
|
7.76K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.05% |
$52.1 - $58.1
|
2.19K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.9K+ 490.3% |
$255K - $285K
|
5.9K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$1.67K - $1.86K
|
32
$1.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.7KNew |
$1.03M - $1.15M
|
19.7K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 1.11% |
$52.1 - $58.1
|
91
$4.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.12K+ 159.83% |
$162K - $181K
|
5.06K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.73KNew |
$246K - $275K
|
4.73K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.58K+ 5.9% |
$134K - $150K
|
46.3K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.48% |
$52.1 - $58.1
|
209
$11.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
615KNew |
$32M - $35.8M
|
615K
$33.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.65K- 4.11% |
$138K - $154K
|
61.7K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-34- 0.2% |
$1.77K - $1.98K
|
16.9K
$915K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
360New |
$18.7K - $20.9K
|
360
$19.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-406- 9.21% |
$21.1K - $23.6K
|
4K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.47K+ 9212.5% |
$76.8K - $85.7K
|
1.49K
$80.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-58- 28.71% |
$3.02K - $3.37K
|
144
$7.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
149KNew |
$7.77M - $8.68M
|
149K
$8.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-943- 4.62% |
$49.1K - $54.8K
|
19.5K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
529+ 5.05% |
$27.5K - $30.8K
|
11K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.27K- 7.62% |
$66.3K - $74.1K
|
15.5K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$481K - $537K
|
9.25K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-53K- 9.25% |
$2.76M - $3.08M
|
520K
$28.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.61K+ 1.72% |
$83.8K - $93.6K
|
95.3K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-13.8K- 42.01% |
$721K - $805K
|
19.1K
$1.04M
|
|
|
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
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7KNew |
$364K - $407K
|
7K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.27K- 10.3% |
$65.9K - $73.6K
|
11K
$599K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$3.7K - $4.13K
|
71
$3.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3.75K+ 11.36% |
$195K - $218K
|
36.8K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.68K+ 24.57% |
$244K - $272K
|
23.7K
$1.29M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-561K- 99.07% |
$29.2M - $32.6M
|
5.27K
$286K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.3KNew |
$441K - $487K
|
8.3K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$597K - $659K
|
11.2K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.29K- 73.04% |
$68.4K - $75.6K
|
475
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.6KNew |
$566K - $625K
|
10.6K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10New |
$532 - $587
|
10
$543
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35KNew |
$1.86M - $2.05M
|
35K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.09K- 53.25% |
$483K - $534K
|
7.98K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160New |
$8.51K - $9.39K
|
160
$8.68K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3KNew |
$159K - $176K
|
3K
$163K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$319 - $352
|
6
$326
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
142+ 0.11% |
$7.55K - $8.34K
|
131K
$7.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-722- 14.87% |
$38.4K - $42.4K
|
4.13K
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
200New |
$10.6K - $11.7K
|
200
$10.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.17K- 19.84% |
$115K - $127K
|
8.75K
$475K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 8.6% |
$108K - $119K
|
21.5K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 24.68% |
$72.5K - $80K
|
4.16K
$226K
|
|