Purchases and Sales Made in Q1 2023 in Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)

LTPZ Quotes by TradingView

This table provides information about the institutional ownership of Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) during Q1 2023. 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
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
265K
New
$15.6M - $16.7M
265K $14M
May 08, 2023 Q1 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
253K
New
$14.9M - $15.9M
253K $13.4M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
187K
+ 999.57%
$11M - $11.8M
206K $10.9M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
136K
New
$8.03M - $8.59M
136K $7.23M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
97.4K
+ 236.3%
$5.74M - $6.14M
139K $7.35M
May 15, 2023 Q1 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
40.4K
New
$2.38M - $2.55M
40.4K $2.14M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
39.9K
+ 856.33%
$2.35M - $2.51M
44.6K $2.36M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
35.2K
+ 43.81%
$2.07M - $2.22M
116K $6.13M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
19.4K
+ 14.1%
$1.14M - $1.22M
157K $8.32M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
11.6K
New
$683K - $731K
11.6K $616K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.3K
+ 13.01%
$606K - $649K
89.4K $4.74M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
9.32K
+ 26.96%
$549K - $587K
43.9K $2.33M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
8.14K
New
$480K - $513K
8.14K $432K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
7.32K
+ 104.61%
$431K - $461K
14.3K $760K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.84K
+ 9.24%
$344K - $368K
69.1K $3.66M
May 15, 2023 Q1 2023
Greenline Partners, LLC

New York, NY
BUY
 -
4.92K
+ 23.99%
$290K - $310K
25.4K $1.35M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
4.4K
+ 6.96%
$259K - $277K
67.6K $3.59M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.38K
+ 6.23%
$258K - $276K
74.7K $3.96M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.28K
New
$252K - $270K
4.28K $227K
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
4.19K
New
$247K - $264K
4.19K $222K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
3.9K
New
$230K - $246K
3.9K $207K
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
3.35K
New
$197K - $211K
3.35K $177K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.19K
+ 6.15%
$129K - $138K
37.8K $2M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
2K
New
$118K - $126K
2K $106K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.73K
New
$102K - $109K
1.73K $91.8K
Apr 25, 2023 Q1 2023
Iron Financial, LLC

BUY
 -
1.21K
+ 3.75%
$71.3K - $76.3K
33.5K $1.78M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
501
+ 1.26%
$29.5K - $31.6K
40.4K $2.14M
May 05, 2023 Q1 2023
Coombe, Bender & CO LLC

BUY
 -
335
+ 2.11%
$19.7K - $21.1K
16.2K $859K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
300
New
$17.7K - $18.9K
300 $15.9K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
197
+ 4.06%
$11.6K - $12.4K
5.05K $268K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
167
+ 2.78%
$9.83K - $10.5K
6.17K $327K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
62
New
$3.65K - $3.91K
62 $3.29K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
56
+ 34.57%
$3.3K - $3.53K
218 $11.6K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
46
+ 0.51%
$2.71K - $2.9K
9.14K $485K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
38
+ 0.52%
$2.24K - $2.39K
7.36K $390K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
18
+ 0.52%
$1.06K - $1.13K
3.51K $186K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
11
New
$648 - $693
11 $584
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
3
New
$177 - $189
3 $159
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
2
+ 0.15%
$118 - $126
1.33K $70.6K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
1
+ 0.52%
$58.9 - $63
195 $10.3K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 05, 2023 Q1 2023
Assetmark, Inc

SELL
 -
-34
- 59.65%
$2K - $2.14K
23 $1.22K
Apr 13, 2023 Q1 2023
Addison Capital CO

SELL
 -
-56
- 1.11%
$3.3K - $3.53K
4.99K $265K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-144
Closed
$8.48K - $9.07K
0 $0
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-220
- 3.37%
$13K - $13.9K
6.3K $334K
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-314
- 16.04%
$18.5K - $19.8K
1.64K $87.2K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-344
- 80.19%
$20.3K - $21.7K
85 $4.51K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-1.02K
- 21.55%
$59.8K - $64K
3.69K $196K

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