Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.48M+ 5839.08% |
$77.1M - $78.1M
|
1.5M
$79.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
282K+ 136.16% |
$14.7M - $14.9M
|
489K
$25.9M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
129KNew |
$6.71M - $6.8M
|
129K
$6.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.2KNew |
$4.66M - $4.72M
|
89.2K
$4.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 2.85% |
$710K - $719K
|
491K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
10.7KNew |
$556K - $563K
|
10.7K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.48KNew |
$495K - $501K
|
9.48K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
8.61KNew |
$450K - $455K
|
8.61K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.53KNew |
$341K - $345K
|
6.53K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.44KNew |
$284K - $288K
|
5.44K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
5.07KNew |
$265K - $268K
|
5.07K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5KNew |
$261K - $264K
|
5K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.71K+ 5.74% |
$246K - $249K
|
86.8K
$4.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.35K+ 396.95% |
$122K - $124K
|
2.94K
$155K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.08K+ 0.75% |
$108K - $110K
|
280K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.63K+ 9.49% |
$85.1K - $86.2K
|
18.8K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.57K+ 17.8% |
$81.7K - $82.8K
|
10.4K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 3.66% |
$65.1K - $65.9K
|
35.4K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03KNew |
$53.7K - $54.4K
|
1.03K
$54.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
902+ 21.45% |
$47.1K - $47.7K
|
5.11K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
805+ 7.4% |
$42K - $42.6K
|
11.7K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
605+ 2.82% |
$31.6K - $32K
|
22K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450New |
$23.5K - $23.8K
|
450
$23.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
215+ 5.13% |
$11.2K - $11.4K
|
4.4K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
195New |
$10.2K - $10.3K
|
195
$10.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10+ 0.2% |
$522 - $529
|
5.06K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.34% |
$52.2 - $52.9
|
291
$15.4K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$52.2 - $52.9
|
4.64K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$157 - $159
|
10.1K
$534K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13- 52.0% |
$678 - $687
|
12
$635
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-30- 0.2% |
$1.57K - $1.59K
|
15K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73- 1.3% |
$3.81K - $3.86K
|
5.53K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-125- 1.57% |
$6.52K - $6.61K
|
7.86K
$416K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-126- 26.47% |
$6.58K - $6.66K
|
350
$18.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-149- 2.38% |
$7.78K - $7.88K
|
6.12K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-166- 1.97% |
$8.66K - $8.78K
|
8.27K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-202- 4.89% |
$10.5K - $10.7K
|
3.93K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-218- 2.43% |
$11.4K - $11.5K
|
8.74K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-250- 5.33% |
$13K - $13.2K
|
4.44K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-445- 3.03% |
$23.2K - $23.5K
|
14.2K
$754K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-755- 0.81% |
$39.4K - $39.9K
|
92.2K
$4.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-972- 4.76% |
$50.7K - $51.4K
|
19.4K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.23K- 11.8% |
$63.9K - $64.8K
|
9.16K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.49K- 30.5% |
$77.6K - $78.6K
|
3.39K
$179K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.77K- 10.59% |
$92.3K - $93.5K
|
14.9K
$791K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.31K- 13.5% |
$329K - $334K
|
40.5K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.62K- 2.06% |
$398K - $403K
|
363K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.95K- 7.54% |
$415K - $420K
|
97.5K
$5.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.7K- 51.49% |
$1.03M - $1.04M
|
18.5K
$982K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.1K- 18.47% |
$2.14M - $2.17M
|
181K
$9.59M
|