Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-913- 11.97% |
$46.5K - $47K
|
6.71K
$355K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-916- 5.68% |
$46.7K - $47.2K
|
15.2K
$805K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-987- 16.28% |
$50.3K - $50.9K
|
5.07K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.17K- 1.21% |
$59.8K - $60.5K
|
96K
$5.08M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.21K- 9.59% |
$61.5K - $62.2K
|
11.4K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.42K- 4.84% |
$72.5K - $73.3K
|
28K
$1.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.46K- 15.59% |
$74.4K - $75.2K
|
7.9K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.48K- 11.36% |
$75.4K - $76.3K
|
11.6K
$611K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.6K- 7.7% |
$81.5K - $82.4K
|
19.2K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.24K- 8.22% |
$114K - $116K
|
25.1K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.15K- 5.46% |
$161K - $162K
|
54.6K
$2.89M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.45K- 8.8% |
$176K - $178K
|
35.7K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.49K- 2.5% |
$178K - $180K
|
136K
$7.21M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.08K- 6.89% |
$208K - $210K
|
55.1K
$2.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.53K- 4.23% |
$231K - $233K
|
102K
$5.42M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5.11K- 50.0% |
$260K - $263K
|
5.11K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.71K- 3.97% |
$291K - $294K
|
138K
$7.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.33K- 9.64% |
$322K - $326K
|
59.3K
$3.14M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.85K- 34.84% |
$451K - $456K
|
16.6K
$877K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.2K- 16.45% |
$469K - $474K
|
46.7K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10K- 85.47% |
$510K - $515K
|
1.7K
$90K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 3.9% |
$580K - $586K
|
280K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.5K- 28.31% |
$634K - $642K
|
31.5K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.8K- 77.25% |
$755K - $764K
|
4.37K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.8K- 6.83% |
$1.11M - $1.13M
|
298K
$15.8M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-36.6K- 43.69% |
$1.87M - $1.89M
|
47.2K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38.8K- 64.58% |
$1.98M - $2M
|
21.3K
$1.13M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.4K- 13.24% |
$2.06M - $2.08M
|
265K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-54.7K- 12.8% |
$2.79M - $2.82M
|
373K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-55.8K- 99.4% |
$2.84M - $2.87M
|
336
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.8K- 82.46% |
$2.84M - $2.88M
|
11.9K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 10.02% |
$6.33M - $6.4M
|
1.12M
$59.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 10.02% |
$6.33M - $6.4M
|
1.12M
$59.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-154K- 16.54% |
$7.86M - $7.95M
|
778K
$41.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-194K- 67.25% |
$9.87M - $9.98M
|
94.3K
$4.99M
|