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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.34K- 36.38% |
$79K - $84.5K
|
2.35K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3K- 22.65% |
$176K - $189K
|
10.2K
$556K
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-50- 0.13% |
$2.94K - $3.14K
|
38.6K
$2.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
3.04K+ 7.03% |
$178K - $191K
|
46.2K
$2.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.51KNew |
$147K - $158K
|
2.51K
$136K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.37KNew |
$257K - $274K
|
4.37K
$237K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-144Closed |
$8.48K - $9.07K
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$17.7K - $18.9K
|
300
$16.3K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.19KNew |
$247K - $264K
|
4.19K
$227K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-220- 3.37% |
$13K - $13.9K
|
6.3K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.33K- 88.15% |
$78.4K - $83.9K
|
179
$9.72K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$2.38M - $2.55M
|
40.4K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.33K- 89.26% |
$78.3K - $83.8K
|
160
$8.68K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.92KClosed |
$349K - $373K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.45K- 4.39% |
$262K - $281K
|
97K
$5.26M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-34- 59.65% |
$2K - $2.14K
|
23
$1.25K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$177 - $189
|
3
$163
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2KNew |
$118K - $126K
|
2K
$109K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
265KNew |
$15.6M - $16.7M
|
265K
$14.4M
|
|
| Q4 2022 | |||||||
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.18KNew |
$286K - $334K
|
5.18K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.82KNew |
$266K - $310K
|
4.82K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.3KNew |
$403K - $470K
|
7.3K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
177+ 100.0% |
$9.76K - $11.4K
|
354
$19.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.9K- 45.31% |
$160K - $187K
|
3.5K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-23.3K- 71.47% |
$1.29M - $1.5M
|
9.32K
$506K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20New |
$1.1K - $1.29K
|
20
$1.09K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.06KNew |
$279K - $326K
|
5.06K
$275K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-630- 9.36% |
$34.8K - $40.6K
|
6.1K
$331K
|
|
| Q3 2022 | |||||||
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
7.69KNew |
$432K - $542K
|
7.69K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10New |
$561 - $704
|
10
$543
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
73New |
$4.1K - $5.14K
|
73
$3.96K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.43K- 11.98% |
$80.2K - $101K
|
10.5K
$570K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
759+ 2.9% |
$42.6K - $53.4K
|
26.9K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.01K- 2.31% |
$281K - $353K
|
212K
$11.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
68+ 2.43% |
$3.81K - $4.79K
|
2.87K
$156K
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
10.7K+ 18.13% |
$603K - $757K
|
70K
$3.8M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$65.2 - $82
|
1
$54.3
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10KClosed |
$652K - $820K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.6KClosed |
$1.15M - $1.45M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-100KClosed |
$6.52M - $8.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-41.4KClosed |
$2.7M - $3.39M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.06KClosed |
$265K - $333K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
4.25K+ 11.37% |
$277K - $349K
|
41.6K
$2.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
60New |
$3.91K - $4.92K
|
60
$3.26K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-312- 8.06% |
$20.3K - $25.6K
|
3.56K
$193K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.61KClosed |
$170K - $214K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
400New |
$26.1K - $32.8K
|
400
$21.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-67- 2.13% |
$4.37K - $5.5K
|
3.08K
$167K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.77KClosed |
$376K - $473K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-53- 1.37% |
$3.45K - $4.35K
|
3.83K
$208K
|
|