Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
112K+ 1031.73% |
$6.27M - $7.87M
|
123K
$6.5M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65.8K+ 1288.17% |
$3.69M - $4.63M
|
70.9K
$3.76M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37.6K+ 112.25% |
$2.11M - $2.64M
|
71K
$3.77M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
30.6K+ 23.1% |
$1.72M - $2.16M
|
163K
$8.65M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.3K+ 46.15% |
$1.59M - $1.99M
|
89.7K
$4.76M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26K+ 178.75% |
$1.46M - $1.83M
|
40.5K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.3KNew |
$1.25M - $1.57M
|
22.3K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.1K+ 28.92% |
$958K - $1.2M
|
76.1K
$4.04M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 17.63% |
$654K - $821K
|
77.8K
$4.13M
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
10.7K+ 18.13% |
$603K - $757K
|
70K
$3.71M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.11KNew |
$511K - $641K
|
9.11K
$483K
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
7.69KNew |
$432K - $542K
|
7.69K
$408K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4KNew |
$359K - $451K
|
6.4K
$340K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.5K+ 7236.84% |
$309K - $387K
|
5.58K
$296K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.41K+ 13.86% |
$303K - $381K
|
44.4K
$2.36M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.22KNew |
$293K - $368K
|
5.22K
$277K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.48KNew |
$195K - $245K
|
3.48K
$185K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$168K - $211K
|
3K
$159K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.72K+ 7.37% |
$153K - $192K
|
39.7K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.31K+ 1.14% |
$129K - $162K
|
206K
$10.9M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$129K - $162K
|
2.3K
$122K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.83K+ 51.19% |
$103K - $129K
|
5.41K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.31K+ 23.58% |
$73.5K - $92.2K
|
6.87K
$364K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
759+ 2.9% |
$42.6K - $53.4K
|
26.9K
$1.43M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
711New |
$39.9K - $50.1K
|
711
$37.7K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
642+ 8.82% |
$36K - $45.2K
|
7.92K
$420K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
570+ 2.61% |
$32K - $40.1K
|
22.4K
$1.19M
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
463+ 2.95% |
$26K - $32.6K
|
16.1K
$856K
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
390+ 1.84% |
$21.9K - $27.5K
|
21.6K
$1.15M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
285+ 1.06% |
$16K - $20.1K
|
27.2K
$1.44M
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
270New |
$15.1K - $19K
|
270
$14.3K
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
260+ 0.63% |
$14.6K - $18.3K
|
41.4K
$2.2M
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
158+ 0.53% |
$8.86K - $11.1K
|
30.2K
$1.6M
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
144New |
$8.08K - $10.1K
|
144
$7.64K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
115+ 1.67% |
$6.45K - $8.1K
|
6.99K
$371K
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
73New |
$4.1K - $5.14K
|
73
$3.87K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
68+ 2.43% |
$3.81K - $4.79K
|
2.87K
$152K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28New |
$1.57K - $1.97K
|
28
$1.49K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10New |
$561 - $704
|
10
$531
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 2.66% |
$281 - $352
|
193
$10.2K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.47% |
$112 - $141
|
429
$22.8K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-9- 0.46% |
$505 - $634
|
1.96K
$104K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-23- 24.73% |
$1.29K - $1.62K
|
70
$3.71K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-45- 13.85% |
$2.52K - $3.17K
|
280
$14.9K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-56- 60.87% |
$3.14K - $3.94K
|
36
$1.91K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-76- 1.53% |
$4.26K - $5.35K
|
4.91K
$260K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-191- 4.24% |
$10.7K - $13.4K
|
4.31K
$229K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-268- 4.54% |
$15K - $18.9K
|
5.63K
$299K
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
SELL
|
- |
-277- 5.15% |
$15.5K - $19.5K
|
5.1K
$271K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-327- 89.59% |
$18.3K - $23K
|
38
$2.02K
|