Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.51M+ 2628.37% |
$75.5M - $87.2M
|
1.57M
$83.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
740K+ 3746.44% |
$36.9M - $42.6M
|
760K
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
220KNew |
$10.9M - $12.7M
|
220K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
192K+ 234.49% |
$9.59M - $11.1M
|
274K
$14.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
149KNew |
$7.43M - $8.59M
|
149K
$7.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
105KNew |
$5.24M - $6.05M
|
105K
$5.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
100KNew |
$4.99M - $5.76M
|
100K
$5.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
99.5K+ 1175.39% |
$4.96M - $5.74M
|
108K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.1K+ 57.09% |
$4.34M - $5.02M
|
240K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
78.4K+ 608.77% |
$3.91M - $4.52M
|
91.3K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
51.8K+ 27.19% |
$2.58M - $2.99M
|
242K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.1KNew |
$2.35M - $2.71M
|
47.1K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
45.7KNew |
$2.28M - $2.63M
|
45.7K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
38.7KNew |
$1.93M - $2.23M
|
38.7K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
36.9K+ 22.46% |
$1.84M - $2.13M
|
201K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.3KNew |
$1.11M - $1.29M
|
22.3K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 15.95% |
$665K - $768K
|
96.9K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.2KNew |
$659K - $762K
|
13.2K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$609K - $704K
|
12.2K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 7.5% |
$571K - $660K
|
164K
$8.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11.1KNew |
$555K - $642K
|
11.1K
$591K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.56KNew |
$427K - $493K
|
8.56K
$454K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.28K+ 1.8% |
$413K - $477K
|
468K
$24.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.9KNew |
$244K - $282K
|
4.9K
$260K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.31K+ 3.5% |
$215K - $249K
|
127K
$6.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.05K+ 3.29% |
$202K - $234K
|
127K
$6.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.8KNew |
$190K - $219K
|
3.8K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98K+ 100.51% |
$98.8K - $114K
|
3.95K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 15.35% |
$63.7K - $73.6K
|
9.6K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
891+ 7.35% |
$44.4K - $51.4K
|
13K
$690K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
855New |
$42.6K - $49.3K
|
855
$45.4K
|
|
|
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
$99.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
427+ 4.69% |
$21.3K - $24.6K
|
9.53K
$506K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
379+ 379.0% |
$18.9K - $21.8K
|
479
$25.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
340+ 2.02% |
$17K - $19.6K
|
17.2K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
266New |
$13.3K - $15.3K
|
266
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
212+ 39.19% |
$10.6K - $12.2K
|
753
$39.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
144New |
$7.18K - $8.3K
|
144
$7.64K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
140+ 0.41% |
$6.98K - $8.07K
|
34.3K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
108New |
$5.39K - $6.23K
|
108
$5.73K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
105+ 2.3% |
$5.24K - $6.05K
|
4.68K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
58+ 1.1% |
$2.89K - $3.34K
|
5.31K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 1.08% |
$1.95K - $2.25K
|
3.64K
$193K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.25K - $1.44K
|
25
$1.33K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$948 - $1.1K
|
19
$1.01K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
18New |
$898 - $1.04K
|
18
$955
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 1.0% |
$99.8 - $115
|
202
$10.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1New |
$49.9 - $57.6
|
1
$53.1
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 1.15% |
$49.9 - $57.6
|
88
$4.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$49.9 - $57.6
|
26.3K
$1.39M
|