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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-125- 1.57% |
$6.52K - $6.61K
|
7.86K
$424K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-126- 26.47% |
$6.58K - $6.66K
|
350
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-143- 1.12% |
$7.46K - $7.56K
|
12.7K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-149- 2.38% |
$7.78K - $7.88K
|
6.12K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-166- 1.97% |
$8.66K - $8.78K
|
8.27K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-202- 4.89% |
$10.5K - $10.7K
|
3.93K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-218- 2.43% |
$11.4K - $11.5K
|
8.74K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-242- 0.67% |
$12.6K - $12.8K
|
36K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-250- 5.33% |
$13K - $13.2K
|
4.44K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-310- 1.01% |
$16.2K - $16.4K
|
30.4K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-445- 3.03% |
$23.2K - $23.5K
|
14.2K
$769K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-755- 0.81% |
$39.4K - $39.9K
|
92.2K
$4.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-972- 4.76% |
$50.7K - $51.4K
|
19.4K
$1.05M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.23K- 51.67% |
$63.9K - $64.8K
|
1.15K
$61.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.23K- 11.8% |
$63.9K - $64.8K
|
9.16K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.29K- 1.86% |
$67.2K - $68.1K
|
68.1K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 18.83% |
$67.4K - $68.3K
|
5.57K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.49K- 30.5% |
$77.6K - $78.6K
|
3.39K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.77K- 10.59% |
$92.3K - $93.5K
|
14.9K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.35K- 40.97% |
$175K - $177K
|
4.82K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.43K- 8.74% |
$231K - $234K
|
46.3K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.07K- 3.56% |
$265K - $268K
|
137K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.24K- 7.95% |
$326K - $330K
|
72.2K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.31K- 13.5% |
$329K - $334K
|
40.5K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.62K- 2.06% |
$398K - $403K
|
363K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.95K- 7.54% |
$415K - $420K
|
97.5K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.64K- 30.41% |
$503K - $509K
|
22K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 10.95% |
$709K - $718K
|
110K
$5.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.2K- 12.36% |
$742K - $751K
|
101K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.8K- 19.81% |
$981K - $994K
|
76.1K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.7K- 51.49% |
$1.03M - $1.04M
|
18.5K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.1K- 39.48% |
$1.05M - $1.06M
|
30.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-23.8K- 32.43% |
$1.24M - $1.26M
|
49.7K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.5K- 13.04% |
$1.38M - $1.4M
|
177K
$9.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.1K- 18.47% |
$2.14M - $2.17M
|
181K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77K- 7.79% |
$4.02M - $4.07M
|
911K
$49.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-97.3K- 14.95% |
$5.08M - $5.14M
|
553K
$29.9M
|