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PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ) Institutional Ownership

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund logo
$53.86 -0.14 (-0.26%)
(As of 11/21/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (NYSEARCA:LTPZ)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$8.17M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$7.68M
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LTPZ Institutional Buying and Selling by Quarter

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Captrust Financial Advisors8,301$479K0.0%N/A0.061%
11/13/2024 Brown Brothers Harriman & Co.10,645$615K0.0%N/A0.078%
11/8/2024 Avior Wealth Management LLC12,293$710K0.0%-25.5%0.090%
10/23/2024 Great Lakes Retirement Inc.20,393$1.18M0.2%+68.5%0.149%
10/15/2024 Aspect Partners LLC2,195$127K0.1%-81.8%0.016%
7/30/2024 Atlas Capital Advisors LLC3,800$205K0.0%N/A0.028%
7/18/2024 Timber Creek Capital Management LLC745$40K0.0%-62.4%0.005%
7/16/2024 Aspect Partners LLC12,081$653K0.4%+14.4%0.088%
5/17/2024 Aspect Partners LLC10,561$587K0.5%-5.1%0.077%
5/11/2024 Covestor Ltd2,575$143K0.1%+8.2%0.019%
4/3/2024 Timber Creek Capital Management LLC1,979$110K0.0%-27.4%0.018%
2/16/2024 Aspect Partners LLC11,134$631K0.4%N/A0.102%
2/2/2024 Community Bank N.A.100,000$5.67M0.7%N/A0.920%
1/30/2024 Avior Wealth Management LLC30,288$1.72M0.1%-33.6%0.279%
1/11/2024 Timber Creek Capital Management LLC2,725$154K0.1%-97.4%0.025%
1/10/2024 Creative Financial Designs Inc. ADV2,360$134K0.0%-24.3%0.022%
10/18/2023 Timber Creek Capital Management LLC105,328$5.54M2.0%-0.3%0.969%
10/17/2023 Avior Wealth Management LLC45,608$2.40M0.2%-33.2%0.420%
8/18/2023Addison Capital Co4,639$278K0.2%-7.0%0.043%
8/9/2023 Flow Traders U.S. LLC116,868$7.02M0.3%N/A1.075%
7/21/2023Private Ocean LLC2,507$151K0.0%N/A0.022%
7/20/2023 Timber Creek Capital Management LLC105,664$6.34M2.2%+3.4%0.925%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC68,318$4.10M0.3%-16.3%0.598%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC81,624$5.04M0.3%-9.6%0.718%
4/25/2023 Creative Financial Designs Inc. ADV3,729$230K0.0%-39.4%0.033%
4/6/2023 Timber Creek Capital Management LLC102,158$6.30M2.2%+12.2%0.944%
2/15/2023 Flow Traders U.S. LLC98,220$5.72M0.3%+340.2%0.908%
2/14/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC90,341$5.26M0.4%N/A0.835%
2/1/2023 Creative Financial Designs Inc. ADV6,154$358K0.1%-12.0%0.057%
1/31/2023 Wedbush Securities Inc.6,000$349K0.0%+17.6%0.055%
1/23/2023 Timber Creek Capital Management LLC91,073$5.30M2.0%+119.9%0.842%
1/18/2023 LifeGuide Financial Advisors LLC5,184$302K0.3%N/A0.048%
11/16/2022 Almanack Investment Partners LLC.13,792$774K0.2%-26.1%0.132%
11/15/2022 Flow Traders U.S. LLC22,313$1.25M0.1%N/A0.219%
11/9/2022 Hudson Portfolio Management LLC39,607$1.96M2.3%-1.6%0.389%
11/8/2022 Advisors Asset Management Inc.5,630$316K0.0%-4.5%0.055%
11/8/2022 Atlas Capital Advisors LLC3,000$168K0.0%N/A0.029%
11/7/2022Advanced Research Investment Solutions LLC4,625$259K0.2%-26.6%0.045%
11/7/2022 Evoke Wealth LLC1,690$95K0.0%-96.4%0.017%
11/3/2022 Bogart Wealth LLC3,484$195K0.0%N/A0.034%
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11/1/2022 MAS Advisors LLC21,614$1.21M0.8%+1.8%0.213%
10/12/2022 Timber Creek Capital Management LLC41,415$2.32M0.9%+0.6%0.409%
10/12/2022Addison Capital Co5,104$286K0.2%-5.1%0.050%
8/12/2022 Almanack Investment Partners LLC.18,654$1.22M0.1%-64.1%0.190%
8/12/2022 BNP Paribas Arbitrage SA176,135$11.48M0.0%N/A1.794%
8/5/2022 SouthState Corp400$26K0.0%N/A0.004%
8/4/2022 Evoke Wealth LLC46,932$3.06M0.1%+39,672.9%0.468%
8/3/2022Advanced Research Investment Solutions LLC6,303$411K0.2%+2.4%0.064%
8/2/2022 Hudock Inc.2,802$182K0.1%-35.1%0.029%
7/18/2022 WealthCare Investment Partners LLC3,094$202K0.2%-7.4%0.032%
7/13/2022 Timber Creek Capital Management LLC41,155$2.68M0.9%-51.9%0.432%
5/13/2022 Covestor Ltd3,089$255K0.2%N/A0.034%
5/12/2022 Hudson Portfolio Management LLC44,727$2.44M2.1%+9.5%0.490%
5/10/2022Advanced Research Investment Solutions LLC6,158$508K0.2%-14.8%0.068%
4/26/2022 Timber Creek Capital Management LLC85,514$7.06M2.1%-6.4%0.964%
4/19/2022 Wedbush Securities Inc.5,100$421K0.0%+8.5%0.058%
4/15/2022 Creative Financial Designs Inc. ADV6,901$570K0.1%-5.0%0.077%
4/14/2022 WealthCare Investment Partners LLC3,340$256K0.2%-8.3%0.037%
2/16/2022 Flow Traders U.S. LLC18,252$1.67M0.1%-58.0%0.202%
2/16/2022 Hudson Portfolio Management LLC40,865$2.25M2.0%+349.3%0.453%
2/15/2022 Blueprint Investment Partners LLC21,682$1.98M0.5%N/A0.240%
2/14/2022Credit Suisse AG100,000$9.14M0.0%+33.3%1.109%
2/9/2022 MAS Advisors LLC17,703$1.62M1.2%N/A0.195%
2/9/2022Advanced Research Investment Solutions LLC7,230$663K0.2%+123.8%0.080%
2/9/2022 Beaumont Capital Management LLC6,030$550K0.3%-13.7%0.066%
2/7/2022 WealthCare Investment Partners LLC3,644$333K0.3%N/A0.040%
1/31/2022 Timber Creek Capital Management LLC91,391$8.35M2.5%-1.3%0.975%
1/26/2022 Creative Financial Designs Inc. ADV7,264$664K0.1%+28.3%0.066%
1/19/2022 Hudock Inc.4,281$391K0.1%-23.7%0.039%
1/18/2022Addison Capital Co5,480$501K0.2%+32.7%0.050%
11/15/2021 Flow Traders U.S. LLC43,466$3.77M0.2%N/A0.430%
11/12/2021 Assetmark Inc.980,122$85.02M0.4%+2,130,600.0%9.685%
11/9/2021 Hudson Portfolio Management LLC9,095$498K0.5%N/A0.090%
11/9/2021 Hudock Inc.5,609$486K0.1%-20.2%0.056%
11/4/2021 Almanack Investment Partners LLC.53,953$4.68M0.4%+27.5%0.538%
11/3/2021 Beaumont Capital Management LLC6,990$606K0.5%N/A0.070%
11/1/2021Wealthpoint LLC4,262$370K0.1%N/A0.043%
10/8/2021 Timber Creek Capital Management LLC92,608$8.03M2.5%-1.5%0.948%
10/8/2021 Creative Financial Designs Inc. ADV5,660$491K0.1%+2,532.6%0.058%
8/16/2021Credit Suisse AG75,000$6.48M0.0%N/A0.991%
8/9/2021 Hudock Inc.7,032$607K0.2%-7.5%0.091%
8/4/2021 Almanack Investment Partners LLC.42,332$3.66M0.4%-18.4%0.545%
7/31/2021 Timber Creek Capital Management LLC93,995$8.12M2.6%-7.7%1.225%
7/31/2021IFP Advisors Inc582$50K0.0%-60.1%0.008%
5/18/2021 Flow Traders U.S. LLC14,068$1.14M0.1%+12.9%0.203%
5/12/2021 JPMorgan Chase & Co.459$37K0.0%+142.9%0.007%
5/11/2021 Almanack Investment Partners LLC.51,851$4.19M0.4%-86.5%0.760%
4/30/2021IFP Advisors Inc1,459$117K0.0%N/A0.021%
4/30/2021 Wealthcare Advisory Partners LLC389$31K0.0%N/A0.006%
4/27/2021 Venture Visionary Partners LLC3,195$257K0.0%-5.8%0.046%
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4/26/2021 Wedbush Securities Inc.4,700$380K0.0%N/A0.067%
4/26/2021 Hudock Inc.7,599$613K0.2%+3.7%0.109%
4/26/2021 Montecito Bank & Trust5,225$422K0.1%+5.5%0.075%
4/19/2021 Timber Creek Capital Management LLC101,809$8.22M3.2%-13.0%1.450%
2/10/2021 Assetmark Inc.670,285$59.40M0.3%+155,780.2%6.495%
2/9/2021 Bessemer Group Inc.2,070$183K0.0%+38.0%0.020%
2/5/2021 Hudock Inc.7,330$649K0.2%+9.5%0.071%
2/5/2021 US Bancorp DE286$25K0.0%+717.1%0.003%
2/3/2021 Almanack Investment Partners LLC.384,828$34.10M3.9%+5.3%3.747%
1/28/2021 Montecito Bank & Trust4,952$439K0.1%N/A0.049%
(Data available from 1/1/2016 forward)

LTPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LTPZ shares?

During the previous two years, 16 institutional investors and hedge funds held shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($7.02M), Community Bank N.A. ($5.67M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.10M), Great Lakes Retirement Inc. ($1.18M), Avior Wealth Management LLC ($710K), Brown Brothers Harriman & Co. ($615K), and Captrust Financial Advisors ($479K).Learn more on LTPZ's institutional investors.

Which institutional investors have been buying PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock?

Of the 13 institutional investors that purchased PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($192.78K), Community Bank N.A. ($100K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($90.34K), Timber Creek Capital Management LLC ($64.25K), Aspect Partners LLC ($12.65K), Brown Brothers Harriman & Co. ($10.65K), and Captrust Financial Advisors ($8.30K).

How much institutional buying is happening at PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have bought a total of 499,841 shares in the last 24 months. This purchase volume represents approximately $29.16M in transactions.

Which PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund major shareholders have been selling company stock?

The following institutional investors have sold PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months: Timber Creek Capital Management LLC ($104.92K), Avior Wealth Management LLC ($42.23K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($22.02K), Aspect Partners LLC ($10.46K), Creative Financial Designs Inc. ADV ($4.02K), and Addison Capital Co ($351.00).

How much institutional selling is happening at PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have sold a total of 184,007 shares in the last 24 months. This volume of shares sold represents approximately $10.45M in transactions.


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This page (NYSEARCA:LTPZ) was last updated on 11/21/2024 by MarketBeat.com Staff
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