Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
170KNew |
$8.79M - $9.2M
|
170K
$8.93M
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
12.1K+ 13.71% |
$624K - $653K
|
100K
$5.26M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.11K+ 12.92% |
$315K - $330K
|
53.4K
$2.8M
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5K+ 815.82% |
$258K - $270K
|
5.61K
$294K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.86K+ 753.49% |
$251K - $262K
|
5.51K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.37K+ 18.35% |
$225K - $236K
|
28.2K
$1.48M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.68K+ 52.95% |
$138K - $145K
|
7.75K
$406K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2K+ 7.57% |
$103K - $108K
|
28.5K
$1.49M
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
585+ 14.84% |
$30.2K - $31.6K
|
4.53K
$237K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
308+ 72.13% |
$15.9K - $16.6K
|
735
$38.5K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
198+ 3.45% |
$10.2K - $10.7K
|
5.94K
$311K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
123New |
$6.35K - $6.64K
|
123
$6.45K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
62+ 1.47% |
$3.2K - $3.35K
|
4.28K
$224K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55+ 1.42% |
$2.84K - $2.97K
|
3.94K
$206K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52New |
$2.68K - $2.81K
|
52
$2.72K
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12+ 80.0% |
$619 - $648
|
27
$1.41K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 1.94% |
$103 - $108
|
105
$5.5K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 2.94% |
$51.6 - $54
|
35
$1.83K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$51.6 - $54
|
1
$52.4
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 19.09% |
$1.08K - $1.13K
|
89
$4.66K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-72- 1.55% |
$3.72K - $3.89K
|
4.58K
$240K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-433- 6.13% |
$22.3K - $23.4K
|
6.63K
$347K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-671- 4.13% |
$34.6K - $36.2K
|
15.6K
$815K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-732- 12.16% |
$37.8K - $39.5K
|
5.29K
$277K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-894- 2.89% |
$46.1K - $48.3K
|
30.1K
$1.58M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.08K- 5.03% |
$55.5K - $58.1K
|
20.3K
$1.06M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.18K- 22.67% |
$61K - $63.8K
|
4.03K
$211K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.45K- 5.3% |
$74.8K - $78.3K
|
25.9K
$1.36M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.47K- 7.07% |
$76K - $79.5K
|
19.4K
$1.01M
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-1.51K- 20.74% |
$77.9K - $81.5K
|
5.77K
$302K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.98K- 4.6% |
$102K - $107K
|
41.1K
$2.15M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.56K- 7.49% |
$184K - $192K
|
44K
$2.3M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.96K- 21.33% |
$204K - $214K
|
14.6K
$765K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 24.91% |
$227K - $237K
|
13.2K
$694K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.12KClosed |
$264K - $276K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.69K- 38.14% |
$294K - $307K
|
9.23K
$484K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.06K- 21.49% |
$364K - $381K
|
25.8K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-11.2K- 50.59% |
$578K - $605K
|
10.9K
$574K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.6K- 72.84% |
$599K - $627K
|
4.33K
$227K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.9K- 19.14% |
$870K - $910K
|
71.2K
$3.73M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.8K- 33.52% |
$1.28M - $1.34M
|
49.2K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-94.3K- 77.39% |
$4.86M - $5.09M
|
27.5K
$1.44M
|