Institutional Ownership Pimco ETF Tr Broad Us Tips Ind (TIPZ)
This table provides information about the institutional ownership of Pimco ETF Tr Broad Us Tips Ind (TIPZ). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
7,315
shares
|
$383,452
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,693
shares
|
$350,847
0.0% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$314,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
5,612
shares
|
$294,181
0.07% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
5,497
shares
|
$288,152
0.15% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,474
shares
|
$286,947
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
5,450
shares
|
$285,689
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
5,154
shares
|
$270,172
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,024
shares
|
$263,358
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
4,680
shares
|
$245,325
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,478
shares
|
$182,316
0.0% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,815
shares
|
$147,562
0.01% of portfolio
|
Q3 2024
Added 3463.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,813
shares
|
$147,457
0.0% of portfolio
|
Q3 2024
Added 5309.62%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
2,607
shares
|
$136,658
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,800
shares
|
$94,356
0.03% of portfolio
|
Q1 2022
Added 190.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
790
shares
|
$41,411
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
581
shares
|
$30,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
550
shares
|
$28,831
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
427
shares
|
$22,383
0.0% of portfolio
|
Q4 2023
Reduced 41.9%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
401
shares
|
$21,020
0.0% of portfolio
|
Q2 2023
Added 3.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
312
shares
|
$16,355
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$13,105
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
246
shares
|
$12,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
229
shares
|
$12,004
0.0% of portfolio
|
Q3 2022
Reduced 59.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
225
shares
|
$11,794
0.0% of portfolio
|
Q3 2024
Reduced 30.77%
|