Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Pimco ETF Trust (TIPZ)  
$52.62 0.07 (0.13%) as of 4:30 Thu 5/16


Download
     
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
$51.27  
Last Quarter's Ending Price : 
$53.32  
Last Quarter's Average Price
$52.02  
Change from last quarter's     
avg. price to the last closing  : 
0.60 (1.16%)  




 
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: 
3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   JANE STREET GROUP LLC 1089 - 2023-12-31 149,523 $7,973,000 -20,853
   LPL FINANCIAL CORP 2494 - 2024-03-31 38,029 $2,028,000 -7,378
   ROYAL BANK OF CANADA 2560 - 2023-12-31 37,639 $2,008,000 -15,758
   Steward Partners Investment Advisory LLC 578 - 2023-12-31 28,693 $1,530,000 -1,388
   MML INVESTORS SERVICES LLC 1182 - 2023-12-31 25,693 $1,370,000 -231
   Advisor Group Holdings Inc. 2203 - 2024-03-31 21,239 $1,136,000 -3,302
   ENVESTNET ASSET MANAGEMENT INC 3039 - 2023-12-31 15,369 $820,000 -188
   PROSPERA FINANCIAL SERVICES 531 - 2023-12-31 14,434 $770,000 -168
   GeoWealth Management LLC 285 - 2023-12-31 11,991 $639,000 -1,255
   CITADEL ADVISORS LLC 3831 - 2023-12-31 7,348 $392,000 -20,194
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2483 - 2024-03-31 7,241 $386,000 -12,625
   Resources Investment Advisors Inc. 840 - 2024-03-31 6,906 $368,000 -26,713
   Golden State Equity Partners 276 - 2023-12-31 5,782 $308,000 -155
   AMERIVEST INVESTMENT MANAGEMENT LLC 143 - 2023-06-30 5,116 $277,000 -2,223
   H D Vest Advisory Services 1357 - 2024-03-31 5,011 $267,000 -1,669
   UBS Group AG 4655 - 2023-12-31 3,162 $169,000 -17,148
   BANK OF MONTREAL /CAN/ 3127 - 2023-12-31 427 $23,000 -308
   LAM GROUP INC. 114 - 2024-03-31 45 $2,000 -15
   J P MORGAN CHASE & CO 5265 - 2024-03-31 14 $1,000 -1
   ALLIANZ ASSET MANAGEMENT AG 1592 - 2023-12-31 23 $1,000 -4
   Goodwin Investment Advisory 201 - 2024-03-31 14 $1,000 -1

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