Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
556+ 1737.5% |
$30.5K - $30.9K
|
588
$31.1K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
328+ 0.52% |
$18K - $18.2K
|
63.8K
$3.37M
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
300+ 6.29% |
$16.4K - $16.7K
|
5.07K
$268K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
266+ 312.94% |
$14.6K - $14.8K
|
351
$18.5K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
195New |
$10.7K - $10.8K
|
195
$10.3K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
177New |
$9.69K - $9.83K
|
177
$9.35K
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
50+ 0.52% |
$2.74K - $2.78K
|
9.74K
$515K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
33New |
$1.81K - $1.83K
|
33
$1.74K
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23+ 0.05% |
$1.26K - $1.28K
|
46K
$2.43M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.2% |
$602 - $611
|
5.65K
$298K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
8+ 1.79% |
$438 - $444
|
456
$24.1K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.45% |
$110 - $111
|
451
$23.8K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13- 3.15% |
$712 - $722
|
400
$21.1K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-39- 8.67% |
$2.14K - $2.17K
|
411
$21.7K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.17% |
$2.52K - $2.56K
|
26.8K
$1.42M
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-75Closed |
$4.11K - $4.17K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 1.07% |
$5.37K - $5.44K
|
9.07K
$479K
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-123- 66.49% |
$6.74K - $6.83K
|
62
$3.28K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-154- 0.5% |
$8.43K - $8.56K
|
30.9K
$1.63M
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-170- 3.55% |
$9.31K - $9.45K
|
4.62K
$244K
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-184Closed |
$10.1K - $10.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-198Closed |
$10.8K - $11K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-218- 4.08% |
$11.9K - $12.1K
|
5.12K
$271K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-275Closed |
$15.1K - $15.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-436- 60.22% |
$23.9K - $24.2K
|
288
$15.2K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-447- 6.35% |
$24.5K - $24.8K
|
6.59K
$348K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-457- 2.18% |
$25K - $25.4K
|
20.5K
$1.09M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-537- 3.19% |
$29.4K - $29.8K
|
16.3K
$860K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-556- 94.56% |
$30.5K - $30.9K
|
32
$1.69K
|
|
Nov 15, 2021
Q3 2021
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-722- 69.89% |
$39.5K - $40.1K
|
311
$16.4K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-755- 48.0% |
$41.4K - $41.9K
|
818
$43.2K
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.05K- 7.78% |
$57.7K - $58.5K
|
12.5K
$659K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$75.8K - $76.9K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-1.6K- 1.2% |
$87.4K - $88.6K
|
131K
$6.94M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.78K- 6.77% |
$97.5K - $98.9K
|
24.5K
$1.3M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.8K- 11.1% |
$98.5K - $100K
|
14.4K
$761K
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.17K- 8.53% |
$119K - $121K
|
23.3K
$1.23M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-2.64K- 19.58% |
$144K - $146K
|
10.8K
$572K
|
|
Oct 08, 2021
Q3 2021
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-2.74K- 1.36% |
$150K - $152K
|
198K
$10.5M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.95K- 3.7% |
$162K - $164K
|
76.8K
$4.06M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.81K- 7.04% |
$263K - $267K
|
63.5K
$3.35M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.63K- 2.59% |
$528K - $535K
|
362K
$19.1M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.7KClosed |
$696K - $706K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.9K- 39.59% |
$1.2M - $1.22M
|
33.4K
$1.76M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.9K- 10.35% |
$1.36M - $1.38M
|
215K
$11.4M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-49.4K- 97.26% |
$2.71M - $2.75M
|
1.4K
$73.7K
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-99KClosed |
$5.42M - $5.5M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.12M- 90.12% |
$61.1M - $62M
|
122K
$6.47M
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-1.13M- 50.0% |
$62M - $62.9M
|
1.13M
$59.8M
|