Latest Institutional Transactions on Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-202- 4.89% |
$10.5K - $10.7K
|
3.93K
$207K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5KNew |
$261K - $264K
|
5K
$264K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-125- 1.57% |
$6.52K - $6.61K
|
7.86K
$415K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.08K+ 0.75% |
$108K - $110K
|
280K
$14.8M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
195New |
$10.2K - $10.3K
|
195
$10.3K
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.57K+ 17.8% |
$81.7K - $82.8K
|
10.4K
$547K
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.44KNew |
$284K - $288K
|
5.44K
$287K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-218- 2.43% |
$11.4K - $11.5K
|
8.74K
$461K
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$157 - $159
|
10.1K
$532K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 2.85% |
$710K - $719K
|
491K
$25.9M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-250- 5.33% |
$13K - $13.2K
|
4.44K
$234K
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
8.61KNew |
$450K - $455K
|
8.61K
$454K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.53KNew |
$341K - $345K
|
6.53K
$344K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
902+ 21.45% |
$47.1K - $47.7K
|
5.11K
$269K
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.23K- 11.8% |
$63.9K - $64.8K
|
9.16K
$483K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-126- 26.47% |
$6.58K - $6.66K
|
350
$18.5K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.1K- 83.2% |
$1.24M - $1.28M
|
4.88K
$257K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
89+ 0.52% |
$4.58K - $4.71K
|
17.2K
$906K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$582K - $599K
|
11.3K
$596K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.55K+ 68.73% |
$131K - $135K
|
6.27K
$331K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.5K- 57.7% |
$899K - $926K
|
12.8K
$676K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.98K- 0.7% |
$359K - $370K
|
988K
$52.1M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-69K- 9.59% |
$3.55M - $3.65M
|
651K
$34.3M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.58K- 6.6% |
$184K - $190K
|
50.7K
$2.68M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.79K+ 2.34% |
$92.2K - $94.9K
|
78.5K
$4.14M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$669 - $688
|
13
$686
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-548- 2.62% |
$28.2K - $29K
|
20.4K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48+ 0.42% |
$2.47K - $2.54K
|
11.6K
$610K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-306- 0.41% |
$15.7K - $16.2K
|
73.5K
$3.88M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 0.76% |
$6.95K - $7.15K
|
17.6K
$931K
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.92K- 20.38% |
$98.5K - $101K
|
7.48K
$395K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.17K+ 8.86% |
$112K - $115K
|
26.6K
$1.41M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.3KNew |
$1.15M - $1.18M
|
22.3K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4K- 3.12% |
$206K - $212K
|
124K
$6.54M
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.21K- 28.23% |
$165K - $170K
|
8.17K
$431K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.6K- 44.96% |
$2.14M - $2.2M
|
51K
$2.69M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36.3KNew |
$1.87M - $1.92M
|
36.3K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
65New |
$3.34K - $3.44K
|
65
$3.43K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.17K+ 8.86% |
$112K - $115K
|
26.6K
$1.41M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-263- 0.82% |
$13.5K - $13.9K
|
31.7K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.8K- 45.62% |
$1.07M - $1.1M
|
24.8K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.5K- 16.31% |
$952K - $980K
|
94.9K
$5.01M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-102K- 33.39% |
$5.24M - $5.39M
|
203K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
69.4KNew |
$3.57M - $3.68M
|
69.4K
$3.66M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
39.4K+ 26.35% |
$2.02M - $2.08M
|
189K
$9.96M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.56K- 38.81% |
$183K - $188K
|
5.61K
$296K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-59.6K- 22.36% |
$3.07M - $3.16M
|
207K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
108+ 1.4% |
$5.56K - $5.72K
|
7.82K
$413K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.6K- 23.75% |
$750K - $772K
|
46.8K
$2.47M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.8K- 5.93% |
$864K - $889K
|
266K
$14M
|