Purchases and Sales Made in Q2 2024 in Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
95K+ 118.19% |
$4.96M - $5.27M
|
175K
$9.3M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
88.8K+ 76.78% |
$4.64M - $4.92M
|
204K
$10.8M
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
86.7KNew |
$4.53M - $4.81M
|
86.7K
$4.6M
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
61.3KNew |
$3.2M - $3.4M
|
61.3K
$3.25M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37.3KNew |
$1.95M - $2.07M
|
37.3K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.5K+ 53.33% |
$1.9M - $2.02M
|
105K
$5.56M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34.5K+ 6.46% |
$1.8M - $1.91M
|
568K
$30.1M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
28.8K+ 43.03% |
$1.51M - $1.6M
|
95.8K
$5.08M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
19.1K+ 9.42% |
$997K - $1.06M
|
222K
$11.8M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17.5K+ 15.53% |
$916K - $973K
|
130K
$6.92M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.1KNew |
$891K - $947K
|
17.1K
$906K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16K+ 87.68% |
$834K - $886K
|
34.2K
$1.81M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.5K+ 80.56% |
$548K - $582K
|
23.5K
$1.25M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
10.1KNew |
$526K - $559K
|
10.1K
$534K
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
8.67K+ 4.32% |
$452K - $481K
|
209K
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.88K+ 13.42% |
$411K - $437K
|
66.6K
$3.53M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.59K+ 93.29% |
$396K - $421K
|
15.7K
$834K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.46K+ 64.55% |
$389K - $414K
|
19K
$1.01M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
7.18K+ 10.35% |
$375K - $398K
|
76.6K
$4.06M
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
7KNew |
$366K - $388K
|
7K
$371K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.43K+ 5.03% |
$336K - $357K
|
134K
$7.12M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
6.17K+ 103.91% |
$322K - $342K
|
12.1K
$642K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.72KNew |
$298K - $317K
|
5.72K
$303K
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
4.19K+ 10.66% |
$219K - $232K
|
43.4K
$2.3M
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.95K+ 4.35% |
$206K - $219K
|
94.7K
$5.02M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.86KNew |
$202K - $214K
|
3.86K
$205K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8KNew |
$198K - $211K
|
3.8K
$202K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.84K+ 2.36% |
$148K - $157K
|
123K
$6.53M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.84K+ 2.36% |
$148K - $157K
|
123K
$6.53M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.77K+ 3.54% |
$145K - $154K
|
81.1K
$4.3M
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.59K+ 9.17% |
$135K - $144K
|
30.9K
$1.64M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.57K+ 16.8% |
$82K - $87.1K
|
10.9K
$579K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.52K+ 14.39% |
$79.4K - $84.3K
|
12.1K
$641K
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.46K+ 3.82% |
$76.2K - $80.9K
|
39.7K
$2.11M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 10.49% |
$54K - $57.4K
|
10.9K
$578K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
581New |
$30.3K - $32.2K
|
581
$30.8K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
473+ 2.74% |
$24.7K - $26.2K
|
17.7K
$940K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
259+ 1.67% |
$13.5K - $14.4K
|
15.8K
$838K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
127+ 132.29% |
$6.63K - $7.04K
|
223
$11.8K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
106+ 1.99% |
$5.54K - $5.88K
|
5.42K
$288K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
73+ 1.53% |
$3.81K - $4.05K
|
4.85K
$258K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
15+ 150.0% |
$783 - $832
|
25
$1.33K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 1.98% |
$209 - $222
|
206
$10.9K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 3.33% |
$52.2 - $55.5
|
31
$1.64K
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-79- 1.8% |
$4.13K - $4.38K
|
4.31K
$229K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-84- 6.51% |
$4.39K - $4.66K
|
1.21K
$64K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110- 5.6% |
$5.74K - $6.1K
|
1.86K
$98.4K
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-147- 0.46% |
$7.68K - $8.15K
|
31.6K
$1.68M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.4K - $11.1K
|
100
$5.31K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-275- 4.74% |
$14.4K - $15.3K
|
5.52K
$293K
|