Purchases and Sales Made in Q1 2023 in Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR US TIPS IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.22K- 24.61% |
$459K - $471K
|
28.3K
$1.5M
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-10K- 57.5% |
$497K - $510K
|
7.39K
$391K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.5K- 20.2% |
$522K - $536K
|
41.5K
$2.19M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12K- 37.19% |
$595K - $611K
|
20.2K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 12.45% |
$693K - $711K
|
97.9K
$5.18M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.4K- 19.29% |
$764K - $784K
|
64.3K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-19.2K- 48.13% |
$954K - $979K
|
20.7K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.5K- 12.57% |
$971K - $997K
|
136K
$7.2M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-20.9K- 44.22% |
$1.04M - $1.07M
|
26.4K
$1.4M
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-22.3K- 11.87% |
$1.11M - $1.14M
|
166K
$8.78M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.9K- 37.59% |
$1.29M - $1.32M
|
42.9K
$2.27M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.7K- 92.93% |
$1.33M - $1.36M
|
2.03K
$108K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30.2K- 64.14% |
$1.5M - $1.54M
|
16.9K
$893K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39K- 10.55% |
$1.94M - $1.99M
|
331K
$17.5M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-43.3K- 7.48% |
$2.15M - $2.21M
|
536K
$28.4M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50.8K- 89.03% |
$2.52M - $2.59M
|
6.25K
$331K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61.4K- 13.64% |
$3.05M - $3.13M
|
389K
$20.6M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-81.7K- 49.88% |
$4.06M - $4.17M
|
82.1K
$4.35M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-83.5K- 52.78% |
$4.15M - $4.26M
|
74.7K
$3.95M
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-130K- 81.24% |
$6.44M - $6.61M
|
29.9K
$1.58M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-227K- 80.3% |
$11.3M - $11.6M
|
55.7K
$2.95M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-295K- 58.38% |
$14.7M - $15.1M
|
211K
$11.2M
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-325K- 97.29% |
$16.1M - $16.6M
|
9.03K
$478K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-325K- 36.02% |
$16.2M - $16.6M
|
577K
$30.6M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-980K- 35.91% |
$48.7M - $50M
|
1.75M
$92.6M
|