Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
231K+ 94.92% |
$12.1M - $12.5M
|
474K
$25.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100K+ 5059.26% |
$5.24M - $5.41M
|
102K
$5.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54.4KNew |
$2.85M - $2.94M
|
54.4K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
42.1KNew |
$2.2M - $2.28M
|
42.1K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.4K+ 35.28% |
$1.8M - $1.86M
|
132K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.6K+ 16.17% |
$1.49M - $1.54M
|
205K
$11M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
20.7KNew |
$1.08M - $1.12M
|
20.7K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$915K - $945K
|
17.5K
$938K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.43K+ 13.39% |
$441K - $455K
|
71.4K
$3.83M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.2K+ 245.28% |
$377K - $389K
|
10.1K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.6KNew |
$345K - $357K
|
6.6K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.49K+ 89.71% |
$287K - $297K
|
11.6K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
4.92K+ 26.18% |
$258K - $266K
|
23.7K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.41K+ 22.18% |
$178K - $184K
|
18.8K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.15K+ 8.91% |
$165K - $170K
|
38.5K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.13K+ 14.25% |
$111K - $115K
|
17.1K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.12K+ 6.82% |
$111K - $115K
|
33.3K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.57K+ 0.86% |
$82K - $84.6K
|
183K
$9.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 1.39% |
$63.1K - $65.2K
|
88K
$4.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
948New |
$49.6K - $51.2K
|
948
$50.8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
595+ 1.29% |
$31.1K - $32.1K
|
46.9K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
592+ 5.71% |
$31K - $32K
|
11K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
549New |
$28.7K - $29.7K
|
549
$29.4K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
396+ 7.83% |
$20.7K - $21.4K
|
5.45K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$10.5K - $10.8K
|
200
$10.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
185+ 2.12% |
$9.68K - $9.99K
|
8.92K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
128+ 0.58% |
$6.7K - $6.91K
|
22.2K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
73New |
$3.82K - $3.94K
|
73
$3.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
70+ 0.47% |
$3.66K - $3.78K
|
15.1K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
51+ 1.02% |
$2.67K - $2.76K
|
5.05K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44+ 0.38% |
$2.3K - $2.38K
|
11.6K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38New |
$1.99K - $2.05K
|
38
$2.04K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37+ 0.8% |
$1.94K - $2K
|
4.68K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13New |
$680 - $702
|
13
$697
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
12New |
$628 - $648
|
12
$643
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 0.09% |
$366 - $378
|
7.87K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.15% |
$157 - $162
|
1.96K
$105K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.18% |
$52.3 - $54
|
564
$30.2K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1+ 0.01% |
$52.3 - $54
|
16.7K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$52.3 - $54
|
1
$53.6
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.34% |
$52.3 - $54
|
292
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12- 0.09% |
$628 - $648
|
12.7K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36- 0.4% |
$1.88K - $1.94K
|
8.95K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-49- 4.28% |
$2.56K - $2.65K
|
1.1K
$58.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-63- 1.42% |
$3.3K - $3.4K
|
4.37K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-75- 16.48% |
$3.92K - $4.05K
|
380
$20.4K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-169- 3.05% |
$8.84K - $9.13K
|
5.37K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-192- 74.71% |
$10K - $10.4K
|
65
$3.48K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-272- 0.75% |
$14.2K - $14.7K
|
35.8K
$1.92M
|