Who owns PIMCO 15+ Year U.S. TIPS Index Fund?

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Analyze quarterly positions in PIMCO 15+ Year U.S. TIPS Index Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of PIMCO 15+ Year U.S. TIPS Index Fund stock

Who bought or sold PIMCO 15+ Year U.S. TIPS Index Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Evoke Wealth 1.4M $79M -9% Mar 2024
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Central Trust & Investment 534k $30M 14% Mar 2024
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Jane Street 447k $25M 86% Mar 2024
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AlTi Global 203k $11M -8% Mar 2024
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Forefront Analytics 200k $11M 22% Mar 2024
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Susquehanna International 147k $8.2M -20% Mar 2024
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Fermata Advisors 128k $7.1M 1% Mar 2024
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Morgan Stanley 120k $6.7M -3% Mar 2024
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Citadel Advisors 119k $6.6M 324% Mar 2024
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Northern Trust 116k $6.4M 100% Mar 2024
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Almanack Investment Partners 113k $6.3M -24% Mar 2024
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Nottingham Advisors 105k $6.0M 100% Dec 2023
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Community Bank 100k $5.6M 0% Mar 2024
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Yoder Wealth Management 91k $5.0M -8% Mar 2024
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AE Wealth Management 80k $3.2M -67% Mar 2024
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Wells Fargo & Company 78k $4.4M 7% Mar 2024
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Simplify Asset Management 72k $4.0M -74% Mar 2024
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Mid-American Wealth Advisory Group 69k $3.9M 16% Mar 2024
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Bank of America Corporation 68k $3.8M -13% Mar 2024
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UBS Group 67k $3.7M -31% Mar 2024
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Royal Bank of Canada 59k $3.3M 79% Mar 2024
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Private Wealth Advisors 39k $2.2M 1% Mar 2024
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Greenline Partners 38k $2.1M 13% Mar 2024
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Iron Financial 32k $1.8M -7% Mar 2024
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Balanced Rock Investment Advisors 28k $1.6M 100% Mar 2024
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Creative Planning 27k $1.5M 1% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 23k $1.3M -25% Mar 2024
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Ancora Advisors 22k $1.2M 0% Mar 2024
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LPL Financial 19k $1.1M -65% Mar 2024
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Envestnet Asset Management 18k $1.0M -35% Mar 2024
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Goldman Sachs Group 18k $978k -84% Mar 2024
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Coombe, Bender & Co 17k $958k 0% Mar 2024
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Private Advisor 16k $864k -83% Mar 2024
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Rockefeller Capital Management 13k $749k 100% Dec 2023
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Raymond James & Associates 13k $724k -60% Mar 2024
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Kestra Advisory Services 13k $737k 7% Dec 2023
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International Assets Investment Management 12k $650k -11% Mar 2024
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Flow Traders US 12k $642k 100% Mar 2024
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Cambridge Investment Research Advisors 11k $601k -27% Mar 2024
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Aspect Partners 11k $587k -5% Mar 2024
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Mutual Advisors 9.3k $519k -2% Mar 2024
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Integrated Wealth Concepts 8.9k $496k -89% Mar 2024
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MAS Advisors 8.3k $463k 0% Mar 2024
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Buckingham Strategic Partners 8.1k $452k 100% Mar 2024
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Bridge Advisory 7.7k $427k -65% Mar 2024
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Harbour Investments 7.1k $401k 0% Dec 2023
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Great Lakes Retirement 5.9k $330k 100% Mar 2024
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Commonwealth Equity Services 5.8k $322k -34% Mar 2024
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Parallel Advisors 5.3k $295k 0% Mar 2024
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Simplex Trading 5.1k $280k -41% Mar 2024
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Focus Financial Network 4.9k $278k 100% Dec 2023
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Focus Financial Network 4.8k $251k 100% Mar 2024
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Addison Capital 4.4k $244k -8% Mar 2024
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Wedbush Morgan Securities 4.0k $227k 0% Dec 2023
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Qube Research & Technologies 3.7k $204k 86% Mar 2024
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Bogart Wealth 3.6k $202k 0% Mar 2024
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Covestor 2.6k $143k 8% Mar 2024
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Steward Partners Investment Advisory 2.4k $132k 2594% Mar 2024
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Advisor Group Holdings 2.2k $123k -53% Mar 2024
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Bessemer 2.1k $117k 0% Dec 2023
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Proequities 2.0k $111M 0% Mar 2024
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Timber Creek Capital Management 2.0k $110k -27% Mar 2024
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Creative Financial Designs 1.3k $72k -45% Mar 2024
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Tortoise Investment Management 1.0k $56k 0% Mar 2024
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Brian McDonald 754.00 $42k 39% Mar 2024
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IFP Advisors 202.00 $12k 1% Dec 2023
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Financial Gravity Wealth 179.00 $0 0% Dec 2023
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Wolff Wiese Magana 170.00 $9.4k 0% Mar 2024
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Principal Securities 144.00 $8.0k 0% Mar 2024
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Continuum Advisory 117.00 $6.3k 100% Mar 2024
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Asset Dedication 114.00 $6.0k 100% Mar 2024
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Pineridge Advisors 96.00 $5.3k 100% Mar 2024
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CWM 30.00 $2.0k 100% Mar 2024
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Sound Income Strategies 25.00 $1.4k 100% Mar 2024
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Global Retirement Partners 23.00 $1.3k 0% Mar 2024
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Assetmark 23.00 $1.3k 0% Mar 2024
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Geneos Wealth Management 15.00 $832.999500 100% Mar 2024
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FMR 5.00 $278.000000 400% Mar 2024
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Who sold out of PIMCO 15+ Year U.S. TIPS Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
Advanced Research Investment Solutions Sep 2023 57k $3.0M
Modera Wealth Management Dec 2023 12k $692k
First Manhattan Sep 2023 10k $538k
Captrust Financial Advisors Dec 2023 9.6k $544k
Lido Advisors Dec 2023 5.4k $309k
IFG Advisory Dec 2023 4.7k $265k
Prospera Financial Services Sep 2023 4.5k $235k
Raymond James Financial Services Advisors Dec 2023 4.2k $236k
Atlas Capital Advisors Dec 2023 3.8k $215k
Atmos Capital Gestao De Recursos Dec 2023 1.9k $106k
Advisors Asset Management Sep 2023 991.00 $52k
Bank Of Montreal Dec 2023 855.00 $49k
Cape Investment Advisory Sep 2023 300.00 $16k
Northwestern Mutual Wealth Management Company Sep 2023 300.00 $16k
Advisory Services Network Dec 2023 266.00 $15k
TD Waterhouse Canada Dec 2023 217.00 $12k
Tennessee Valley Asset Management Partners Dec 2023 108.00 $6.1k
Beacon Capital Management Dec 2023 25.00 $1.3k
AdvisorNet Financial Dec 2023 19.00 $1.1k
BKM Wealth Management Dec 2023 18.00 $1.0k