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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.09% |
$196 - $246
|
3.19K
$173K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-652- 6.57% |
$42.5K - $53.5K
|
9.27K
$503K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-588Closed |
$38.3K - $48.2K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-246- 7.37% |
$16K - $20.2K
|
3.09K
$168K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
47KNew |
$3.06M - $3.85M
|
47K
$2.55M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
1.94K+ 18.23% |
$126K - $159K
|
12.6K
$682K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-600Closed |
$39.1K - $49.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89.5KNew |
$7.15M - $7.99M
|
89.5K
$4.86M
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-5.35KClosed |
$427K - $477K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.03KClosed |
$481K - $538K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-512- 93.6% |
$40.9K - $45.7K
|
35
$1.9K
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-45.8KClosed |
$3.65M - $4.09M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-23.7KClosed |
$1.89M - $2.12M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.61KClosed |
$208K - $233K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.33KClosed |
$265K - $297K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-10Closed |
$798 - $893
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-24Closed |
$1.92K - $2.14K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-4.3KClosed |
$344K - $384K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.28KClosed |
$182K - $204K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.51KClosed |
$739K - $797K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-17Closed |
$1.48K - $1.59K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-29.7KClosed |
$2.58M - $2.78M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.99KNew |
$347K - $374K
|
3.99K
$217K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.67KClosed |
$667K - $718K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-20.4KClosed |
$1.76M - $1.84M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
446New |
$38.4K - $40.2K
|
446
$24.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1New |
$86 - $90.1
|
1
$54.3
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-389Closed |
$31.1K - $33.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.64KClosed |
$291K - $314K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-990Closed |
$79.1K - $85.5K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.97KClosed |
$397K - $429K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-116Closed |
$9.27K - $10K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-52Closed |
$4.15K - $4.49K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.01KClosed |
$79.4K - $89.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-432Closed |
$34K - $38.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-134KClosed |
$10.6M - $12M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-175Closed |
$13.8K - $15.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-36Closed |
$2.83K - $3.21K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-441Closed |
$34.7K - $39.3K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-19.7KClosed |
$1.55M - $1.76M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-76Closed |
$6.41K - $6.74K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Matrix Trust CO
|
SELL
|
- |
-2.62KClosed |
$221K - $232K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7Closed |
$591 - $620
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-121KClosed |
$10.2M - $10.8M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18Closed |
$1.52K - $1.6K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6Closed |
$506 - $532
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170New |
$14.3K - $15.1K
|
170
$9.23K
|
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
SELL
|
- |
-3.34KClosed |
$282K - $296K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 3.57% |
$83.5 - $89.3
|
27
$1.47K
|
|
|
Nov 12, 2020
Q3 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-221KClosed |
$18.4M - $19.7M
|
0
$0
|
|