Latest Institutional Purchases of Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This list provides information on the latest institutional transactions involving Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.1KNew |
$437K - $463K
|
8.1K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
196+ 8.24% |
$10.6K - $11.2K
|
2.58K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
117New |
$6.32K - $6.69K
|
117
$6.28K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
114New |
$6.16K - $6.52K
|
114
$6.12K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25New |
$1.35K - $1.43K
|
25
$1.34K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15New |
$810 - $858
|
15
$806
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
100KNew |
$4.99M - $5.76M
|
100K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.2KNew |
$659K - $762K
|
13.2K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$609K - $704K
|
12.2K
$656K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.9KNew |
$244K - $282K
|
4.9K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
BUY
|
- |
742+ 65.66% |
$37K - $42.8K
|
1.87K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
266New |
$13.3K - $15.3K
|
266
$14.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
144New |
$7.18K - $8.3K
|
144
$7.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
108New |
$5.39K - $6.23K
|
108
$5.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 1.08% |
$1.95K - $2.25K
|
3.64K
$196K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.25K - $1.44K
|
25
$1.34K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$948 - $1.1K
|
19
$1.02K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
18New |
$898 - $1.04K
|
18
$967
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$55.6K - $63.8K
|
1.07K
$57.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
456New |
$23.8K - $27.3K
|
456
$24.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
210New |
$11K - $12.6K
|
210
$11.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
41New |
$2.14K - $2.46K
|
41
$2.2K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
48KNew |
$2.82M - $3.02M
|
48K
$2.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.37KNew |
$257K - $274K
|
4.37K
$234K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
PUT |
3.04K+ 7.03% |
$178K - $191K
|
46.2K
$2.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
2.51KNew |
$147K - $158K
|
2.51K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67K+ 4.43% |
$98.4K - $105K
|
39.5K
$2.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1KNew |
$58.8K - $62.8K
|
1K
$53.7K
|
|
| Q1 2023 | |||||||
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
265KNew |
$15.6M - $16.7M
|
265K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$2.38M - $2.55M
|
40.4K
$2.17M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.19KNew |
$247K - $264K
|
4.19K
$225K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2KNew |
$118K - $126K
|
2K
$107K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$17.7K - $18.9K
|
300
$16.1K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$177 - $189
|
3
$161
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.3KNew |
$403K - $470K
|
7.3K
$392K
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
5.18KNew |
$286K - $334K
|
5.18K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.06KNew |
$279K - $326K
|
5.06K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.82KNew |
$266K - $310K
|
4.82K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
177+ 100.0% |
$9.76K - $11.4K
|
354
$19K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20New |
$1.1K - $1.29K
|
20
$1.07K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
10.7K+ 18.13% |
$603K - $757K
|
70K
$3.76M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
7.69KNew |
$432K - $542K
|
7.69K
$413K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
759+ 2.9% |
$42.6K - $53.4K
|
26.9K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
73New |
$4.1K - $5.14K
|
73
$3.92K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
68+ 2.43% |
$3.81K - $4.79K
|
2.87K
$154K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10New |
$561 - $704
|
10
$537
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
47KNew |
$3.06M - $3.85M
|
47K
$2.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
4.25K+ 11.37% |
$277K - $349K
|
41.6K
$2.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
1.94K+ 18.23% |
$126K - $159K
|
12.6K
$675K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
400New |
$26.1K - $32.8K
|
400
$21.5K
|
|