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

$52.56
-0.23 (-0.44%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$328.43K
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
11/1/2024Fairway Wealth LLC5,497$297K0.1%+13.8%0.285%
10/29/2024 Farther Finance Advisors LLC2,815$152K0.0%+3,463.3%0.146%
10/28/2024 Creative 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%
1/18/2023 Litman 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%
10/17/2022 WealthCare 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%
7/18/2022 WealthCare 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%
4/14/2022 WealthCare 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%
2/1/2022 Ellis 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%
11/13/2020Baron Financial Group LLC1,600$104K0.1%N/A0.092%
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10/29/2020IFP Advisors Inc3,000$193K0.0%+20.0%0.173%
(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, 10 institutional investors and hedge funds held shares of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were Litman Gregory Wealth Management LLC ($2.91M), Flow Traders U.S. LLC ($862K), Mayflower Financial Advisors LLC ($821K), Laffer Tengler Investments ($641K), Wedbush Securities Inc. ($622K), Fairway Wealth LLC ($297K), and Farther Finance Advisors LLC ($152K).Learn more on TIPZ's institutional investors.

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

Of the 9 institutional investors that purchased PIMCO Broad 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 ($91.98K), Litman Gregory Wealth Management LLC ($53.84K), Mayflower Financial Advisors LLC ($30.39K), Laffer Tengler Investments ($8.11K), Farther Finance Advisors LLC ($2.74K), Fairway Wealth LLC ($2.25K), and OLD Mission Capital LLC ($822.00).

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

Institutional investors have bought a total of 191,249 shares in the last 24 months. This purchase volume represents approximately $10.26M 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 11/2/2024 by MarketBeat.com Staff
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