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PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) Institutional Ownership

$52.17 +0.07 (+0.13%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (NYSEARCA:TIPZ)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$3.52M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$95.28K
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TIPZ Institutional Buying and Selling by Quarter

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024Flow Traders U.S. LLC84,308$4.56M0.2%+233.0%4.368%
11/1/2024Fairway Wealth LLC5,497$297K0.1%+13.8%0.285%
10/29/2024Farther Finance Advisors LLC2,815$152K0.0%+3,463.3%0.146%
10/28/2024Creative Financial Designs Inc. ADV581$31K0.0%N/A0.030%
10/25/2024 Fortitude Family Office LLC550$30K0.0%N/A0.028%
8/10/2024Fairway Wealth LLC4,830$254K0.1%+48.7%0.250%
8/7/2024Wedbush Securities Inc.11,826$622K0.0%-13.3%0.613%
8/9/2023Flow Traders U.S. LLC15,941$862K0.0%-52.5%0.699%
5/15/2023Flow Traders U.S. LLC33,581$1.87M0.1%-59.1%1.277%
3/6/2023OLD Mission Capital LLC822$44K0.0%N/A0.031%
2/10/2023Laffer Tengler Investments11,858$641K0.2%+147.2%0.451%
1/25/2023Mayflower Financial Advisors LLC15,193$821K0.1%N/A0.578%
1/19/2023Mayflower Financial Advisors LLC15,193$821K0.6%N/A0.557%
1/18/2023Litman Gregory Wealth Management LLC53,837$2.91M0.4%N/A1.972%
11/15/2022Flow Traders U.S. LLC91,980$4.89M0.3%N/A2.762%
11/10/2022Laffer Tengler Investments4,797$255K0.1%+27.9%0.144%
10/19/2022 Empirical Asset Management LLC27,721$1.48M1.6%-5.2%0.820%
10/17/2022WealthCare Investment Partners LLC18,747$997K0.8%+15.5%0.531%
10/5/2022Savior LLC733$39K0.0%-26.9%0.018%
7/21/2022Savior LLC1,003$58K0.1%N/A0.018%
7/18/2022WealthCare Investment Partners LLC16,228$934K0.8%+86.8%0.293%
7/18/2022 Empirical Asset Management LLC29,237$1.68M1.8%-1.4%0.529%
5/6/2022 Empirical Asset Management LLC29,659$1.88M1.8%+20.4%0.918%
4/19/2022Wedbush Securities Inc.10,755$681K0.0%+21.4%0.296%
4/14/2022WealthCare Investment Partners LLC8,689$534K0.5%N/A0.239%
4/7/2022Fieldpoint Private Securities LLC1,800$114K0.0%+190.3%0.050%
2/16/2022Flow Traders U.S. LLC38,942$2.57M0.1%+39.9%0.910%
2/15/2022Laurel Wealth Advisors Inc.6,067$401K0.0%+62.3%0.142%
2/1/2022Ellis Investment Partners LLC448$29K0.0%N/A0.012%
1/13/2022Wedbush Securities Inc.8,861$585K0.0%+24.9%0.238%
1/12/2022IFP Advisors Inc10,888$719K0.0%+3.4%0.292%
11/16/2021Laffer Tengler Investments1,710$112K0.0%+59.4%0.052%
11/15/2021Flow Traders U.S. LLC27,837$1.83M0.1%+67.5%0.849%
11/12/2021Fieldpoint Private Securities LLC620$41K0.0%N/A0.019%
8/24/2021Flow Traders U.S. LLC16,617$1.09M0.1%N/A0.598%
8/13/2021Steward Partners Investment Advisory LLC31,039$2.04M0.0%+348.7%1.117%
8/13/2021OLD Mission Capital LLC4,629$304K0.0%N/A0.167%
7/31/2021Wedbush Securities Inc.7,052$463K0.0%N/A0.254%
4/30/2021IFP Advisors Inc10,416$669K0.0%+126.4%0.396%
1/25/2021IFP Advisors Inc4,601$300K0.0%+53.4%0.221%
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(Data available from 1/1/2016 forward)

TIPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TIPZ shares?

During the previous two years, 9 institutional investors and hedge funds held shares of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($4.56M), Mayflower Financial Advisors LLC ($821K), Laffer Tengler Investments ($641K), Wedbush Securities Inc. ($622K), Fairway Wealth LLC ($297K), Farther Finance Advisors LLC ($152K), and OLD Mission Capital LLC ($44K).Learn more on TIPZ's institutional investors.

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

The following institutional investors have purchased PIMCO Broad U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months: Flow Traders U.S. LLC ($58.99K), Mayflower Financial Advisors LLC ($15.19K), Laffer Tengler Investments ($7.06K), Farther Finance Advisors LLC ($2.74K), Fairway Wealth LLC ($2.25K), OLD Mission Capital LLC ($822.00), and Creative Financial Designs Inc. ADV ($581.00).

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

Institutional investors have bought a total of 88,183 shares in the last 24 months. This purchase volume represents approximately $4.77M in transactions.

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

The following institutional investors have sold PIMCO Broad U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months: Flow Traders U.S. LLC ($66.23K), and Wedbush Securities Inc. ($1.81K).

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

Institutional investors have sold a total of 68,045 shares in the last 24 months. This volume of shares sold represents approximately $3.76M in transactions.



This page (NYSEARCA:TIPZ) was last updated on 1/22/2025 by MarketBeat.com Staff
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