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Get Institutions for : 
Pimco ETF Trust (TIPZ)  
$52.66 0.12 (0.23%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    2
Total shares held : 
1,085,357  
% of shares held : 
12.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
85,250  
% of shares held change : 
  0.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$53.30  
Last Quarter's Ending Price : 
$53.33  
Last Quarter's Average Price
$53.05  
Change from last quarter's     
avg. price to the last closing  : 
0.39 (0.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 51,727
 4.77%
 
Increased Positions :
10
 256,519
 23.63%
 
Unchanged Positions :
11
 23,453
 2.16%
 
Decreased Positions :
23
-209,575
-19.31%
 
Closed Positions :
6
-13,421
-1.24%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 2149 - 2024-03-31 282,887 $15,087,000 25,358
   RAYMOND JAMES & ASSOCIATES 1772 - 2024-03-31 70,333 $3,751,000 372
   ROYAL BANK OF CANADA 2196 - 2024-03-31 60,813 $3,243,000 23,174
   CITADEL ADVISORS LLC 2247 - 2024-03-31 45,309 $2,416,000 37,961
   WELLS FARGO & CO/MN 2570 - 2024-03-31 37,571 $2,004,000 2,930
   Change Path LLC 238 - 2024-03-31 35,575 $1,897,000 19,998
   WealthCare Investment Partners LLC 33 - 2024-03-31 30,746 $1,640,000 6,607
   GeoWealth Management LLC 288 - 2024-03-31 19,062 $1,017,000 7,071
   ENVESTNET ASSET MANAGEMENT INC 3077 - 2024-03-31 16,862 $899,000 1,493
   WEDBUSH MORGAN SECURITIES INC 502 - 2024-03-31 13,639 $727,000 2,693
   PAX Financial Group LLC 127 - 2024-03-31 13,423 $716,000 3,444
   UBS Group AG 4570 - 2024-03-31 4,443 $237,000 1,281
   LINCOLN NATIONAL CORP 1064 - 2024-03-31 4,340 $231,000 4
   Fairway Wealth LLC 44 - 2024-03-31 3,248 $173,000 628
   Coastal Capital Group Inc. 288 - 2023-06-30 401 $22,000 12

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results