Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 57.48% |
$184K - $187K
|
9.2K
$487K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.79KNew |
$153K - $155K
|
2.79K
$147K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.74K+ 31.56% |
$95.2K - $96.8K
|
7.25K
$384K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.63K+ 3.47% |
$89.5K - $91K
|
48.7K
$2.58M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.56K+ 91.86% |
$85.3K - $86.7K
|
3.25K
$172K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.55K+ 27.39% |
$84.7K - $86.1K
|
7.19K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.37K+ 11.37% |
$74.8K - $76.1K
|
13.4K
$708K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
1.21K+ 11.18% |
$66.3K - $67.4K
|
12K
$637K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.08K+ 7.78% |
$59.4K - $60.4K
|
15K
$795K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.05KNew |
$57.6K - $58.5K
|
1.05K
$55.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$54.8K - $55.7K
|
1K
$52.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
765New |
$41.9K - $42.6K
|
765
$40.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
502+ 0.73% |
$27.5K - $28K
|
69.3K
$3.67M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
461New |
$25.3K - $25.7K
|
461
$24.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400+ 8.5% |
$21.9K - $22.3K
|
5.11K
$270K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
253New |
$13.9K - $14.1K
|
253
$13.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
235New |
$12.9K - $13.1K
|
235
$12.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
234+ 0.08% |
$12.8K - $13K
|
306K
$16.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
190New |
$10.4K - $10.6K
|
190
$10.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
137+ 39.03% |
$7.51K - $7.63K
|
488
$25.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
112New |
$6.14K - $6.24K
|
112
$5.93K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
52+ 1.18% |
$2.85K - $2.9K
|
4.48K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 10.17% |
$986 - $1K
|
195
$10.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.2% |
$548 - $557
|
5.13K
$272K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6New |
$329 - $334
|
6
$318
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 1.61% |
$54.8 - $55.7
|
63
$3.34K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.12% |
$54.8 - $55.7
|
819
$43.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-33Closed |
$1.81K - $1.84K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41- 9.98% |
$2.25K - $2.28K
|
370
$19.6K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-42- 13.5% |
$2.3K - $2.34K
|
269
$14.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-45- 0.98% |
$2.47K - $2.51K
|
4.57K
$242K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-47- 0.99% |
$2.58K - $2.62K
|
4.71K
$249K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-50- 0.99% |
$2.74K - $2.79K
|
5.02K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-140- 2.12% |
$7.67K - $7.8K
|
6.45K
$342K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-140- 2.21% |
$7.67K - $7.8K
|
6.2K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-163- 4.04% |
$8.93K - $9.08K
|
3.87K
$205K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-195Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-199- 0.97% |
$10.9K - $11.1K
|
20.3K
$1.08M
|
|
|
Jan 14, 2022
Q4 2021
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-300- 0.15% |
$16.4K - $16.7K
|
198K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-318- 1.62% |
$17.4K - $17.7K
|
19.3K
$1.02M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-456Closed |
$25K - $25.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-650- 5.21% |
$35.6K - $36.2K
|
11.8K
$626K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-769- 3.3% |
$42.1K - $42.8K
|
22.5K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-845- 60.57% |
$46.3K - $47.1K
|
550
$29.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-981- 6.02% |
$53.7K - $54.6K
|
15.3K
$810K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04KClosed |
$57.2K - $58.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.22K- 8.47% |
$66.8K - $68K
|
13.2K
$698K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.37K- 40.77% |
$75K - $76.3K
|
1.99K
$105K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.6K- 7.49% |
$87.8K - $89.3K
|
19.8K
$1.05M
|