Latest Institutional Transactions on Pimco ETF Tr Broad Us Tips Ind (TIPZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Broad Us Tips Ind (TIPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-339- 59.68% |
$18K - $20.4K
|
229
$11.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Signify Wealth
|
BUY
|
- |
286KNew |
$15.2M - $17.2M
|
286K
$14.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
8.6KNew |
$457K - $517K
|
8.6K
$444K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-270- 26.92% |
$14.4K - $16.2K
|
733
$37.8K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-231Closed |
$13.3K - $14.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.01KNew |
$230K - $251K
|
4.01K
$207K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.2K- 79.56% |
$928K - $1.01M
|
4.15K
$214K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.8KClosed |
$2.51M - $2.74M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.06KNew |
$60.8K - $66.3K
|
1.06K
$54.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-35.4KClosed |
$2.03M - $2.22M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.61KClosed |
$207K - $226K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-758- 1.82% |
$43.5K - $47.5K
|
40.9K
$2.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9.82KClosed |
$564K - $615K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-256Closed |
$14.7K - $16K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.36KClosed |
$193K - $211K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-78Closed |
$4.88K - $5.14K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-6.07KClosed |
$379K - $400K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.18K+ 190.32% |
$73.8K - $77.8K
|
1.8K
$92.9K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$6.54K - $6.74K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-172Closed |
$11.3K - $11.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.31KClosed |
$543K - $557K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-71.1KClosed |
$4.65M - $4.77M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-501Closed |
$32.1K - $32.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-31Closed |
$1.97K - $2.04K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.06KClosed |
$194K - $201K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.37KClosed |
$215K - $220K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
200New |
$12.8K - $13.1K
|
200
$10.3K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.6KNew |
$101K - $104K
|
1.6K
$82.6K
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-400Closed |
$25.3K - $26.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-100Closed |
$5.64K - $6.31K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.33KClosed |
$75.1K - $83.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-20.3KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-194Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-592Closed |
N/A
|
0
$0
|
|
|
Jan 09, 2019
Q4 2018
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-32KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.36KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$51.6
|
|
| Q1 2017 | |||||||
|
Nov 13, 2017
Q1 2017
|
Estate Counselors, LLC
|
BUY
|
- |
5.6KNew |
N/A
|
5.6K
$289K
|
|
| Q4 2014 | |||||||
|
Sep 22, 2017
Q4 2014
|
Allen Investment Management LLC
|
BUY
|
- |
10KNew |
N/A
|
10K
$517K
|
|