Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
179K+ 226.31% |
$9.08M - $9.59M
|
258K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.2K+ 1159.95% |
$2.55M - $2.7M
|
54.6K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.4KNew |
$1.8M - $1.9M
|
35.4K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2KNew |
$824K - $869K
|
16.2K
$848K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7K+ 49.02% |
$749K - $791K
|
44.8K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.83K+ 101.07% |
$398K - $420K
|
15.6K
$816K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.46K+ 19.4% |
$278K - $293K
|
33.6K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.45K+ 120.43% |
$277K - $293K
|
9.98K
$523K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.77KNew |
$141K - $149K
|
2.77K
$145K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.62KNew |
$133K - $141K
|
2.62K
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
812+ 1.85% |
$41.3K - $43.6K
|
44.8K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
512+ 2.65% |
$26K - $27.5K
|
19.9K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
346New |
$17.6K - $18.6K
|
346
$18.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
312New |
$15.9K - $16.7K
|
312
$16.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
181New |
$9.21K - $9.72K
|
181
$9.48K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
60New |
$3.05K - $3.22K
|
60
$3.14K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
56+ 1.31% |
$2.85K - $3.01K
|
4.34K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 0.78% |
$2.64K - $2.79K
|
6.68K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.95% |
$50.9 - $53.7
|
106
$5.55K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4- 14.81% |
$203 - $215
|
23
$1.21K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-155- 2.61% |
$7.88K - $8.32K
|
5.78K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-168- 1.15% |
$8.54K - $9.02K
|
14.4K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-188- 1.21% |
$9.56K - $10.1K
|
15.4K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-231- 0.89% |
$11.7K - $12.4K
|
25.7K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-308- 41.9% |
$15.7K - $16.5K
|
427
$22.4K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-627- 10.86% |
$31.9K - $33.7K
|
5.15K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.25K- 4.83% |
$63.3K - $66.8K
|
24.5K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 9.47% |
$63.8K - $67.4K
|
12K
$628K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.29K- 1.8% |
$65.4K - $69K
|
70K
$3.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 4.61% |
$70.6K - $74.5K
|
28.7K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.75K- 7.62% |
$191K - $201K
|
45.4K
$2.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.32K- 15.17% |
$220K - $232K
|
24.1K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.91K- 9.29% |
$250K - $264K
|
47.9K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.99K- 54.0% |
$254K - $268K
|
4.25K
$223K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.29KClosed |
$269K - $284K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.49K- 99.73% |
$279K - $295K
|
15
$786
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5.6K- 99.73% |
$285K - $301K
|
15
$786
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.43K- 15.65% |
$327K - $345K
|
34.6K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 29.51% |
$801K - $846K
|
37.6K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 84.43% |
$872K - $921K
|
3.16K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.2K- 73.32% |
$1.03M - $1.08M
|
7.35K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.9K- 12.24% |
$1.06M - $1.12M
|
150K
$7.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-93.3K- 93.0% |
$4.74M - $5.01M
|
7.03K
$368K
|