Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.3K- 10.74% |
$1.22M - $1.24M
|
202K
$10.7M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.3K- 17.87% |
$1.22M - $1.24M
|
112K
$5.9M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-24.6K- 4.58% |
$1.23M - $1.26M
|
512K
$27.1M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.7K- 32.38% |
$1.59M - $1.63M
|
66.2K
$3.5M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37K- 85.27% |
$1.86M - $1.9M
|
6.4K
$338K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.5K- 49.4% |
$2.23M - $2.28M
|
45.6K
$2.41M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.6K- 15.34% |
$2.99M - $3.05M
|
329K
$17.4M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-61.4K- 49.25% |
$3.09M - $3.15M
|
63.3K
$3.35M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-106K- 85.25% |
$5.31M - $5.41M
|
18.3K
$966K
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-128K- 53.53% |
$6.45M - $6.58M
|
111K
$5.89M
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-144K- 86.81% |
$7.23M - $7.38M
|
21.9K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 8.66% |
$7.83M - $7.98M
|
1.64M
$86.9M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-222K- 12.7% |
$11.2M - $11.4M
|
1.53M
$80.7M
|