Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of PIMCO ETF TR BROAD US TIPS IND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38K+ 516.62% |
$1.99M - $2.04M
|
45.3K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
32.5KNew |
$1.7M - $1.74M
|
32.5K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.4K+ 9.85% |
$1.33M - $1.36M
|
283K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 61.57% |
$1.22M - $1.24M
|
60.8K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20K+ 128.38% |
$1.05M - $1.07M
|
35.6K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.8KNew |
$671K - $686K
|
12.8K
$670K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.84K+ 32.75% |
$517K - $528K
|
39.9K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.07K+ 58.97% |
$371K - $380K
|
19.1K
$999K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.61K+ 27.37% |
$347K - $355K
|
30.7K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.44K+ 34.51% |
$181K - $185K
|
13.4K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.93K+ 8.46% |
$154K - $157K
|
37.6K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.69K+ 24.6% |
$141K - $145K
|
13.6K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
2.61KNew |
$137K - $140K
|
2.61K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49K+ 9.71% |
$78.4K - $80.1K
|
16.9K
$884K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.28K+ 40.51% |
$67.2K - $68.8K
|
4.44K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
900New |
$47.2K - $48.3K
|
900
$47.2K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
842New |
$44.2K - $45.2K
|
842
$44.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
812+ 6.67% |
$42.6K - $43.6K
|
13K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
628+ 23.97% |
$33K - $33.7K
|
3.25K
$170K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
372+ 0.53% |
$19.5K - $20K
|
70.3K
$3.69M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.09% |
$210 - $215
|
4.34K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.55% |
$52.5 - $53.7
|
182
$9.54K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 6.67% |
$52.5 - $53.7
|
14
$734
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1- 6.67% |
$52.5 - $53.7
|
14
$734
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11- 47.83% |
$577 - $590
|
12
$629
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-15- 25.0% |
$787 - $805
|
45
$2.36K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48- 0.17% |
$2.52K - $2.58K
|
28.6K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.67K- 24.99% |
$87.6K - $89.6K
|
5.01K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.91K- 8.23% |
$153K - $156K
|
32.5K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.3K- 13.46% |
$173K - $177K
|
21.2K
$1.11M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.89K- 10.92% |
$257K - $262K
|
39.9K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.89K- 10.92% |
$257K - $262K
|
39.9K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.38K- 16.25% |
$387K - $396K
|
38K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.3K- 40.13% |
$541K - $553K
|
15.4K
$806K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.6K- 63.55% |
$663K - $678K
|
7.24K
$380K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.3K- 17.9% |
$696K - $712K
|
60.8K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.1KClosed |
$1M - $1.02M
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26.7K- 79.46% |
$1.4M - $1.43M
|
6.91K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-69.6K- 46.52% |
$3.65M - $3.73M
|
80K
$4.19M
|