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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-66.7K- 23.08% |
$3.43M - $3.53M
|
222K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
83New |
$4.27K - $4.4K
|
83
$4.34K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.06K- 2.77% |
$209K - $215K
|
142K
$7.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-967- 10.28% |
$49.8K - $51.2K
|
8.44K
$441K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-836- 3.2% |
$43K - $44.3K
|
25.3K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.8K- 24.23% |
$1.89M - $1.95M
|
115K
$6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-49.8K- 9.45% |
$2.56M - $2.64M
|
477K
$24.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 12.26% |
$192K - $197K
|
34.1K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.23K- 3.35% |
$166K - $171K
|
93K
$4.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.73K- 17.58% |
$89.1K - $91.7K
|
8.11K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.2K- 84.89% |
$1.2M - $1.23M
|
4.13K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44- 0.55% |
$2.26K - $2.33K
|
7.98K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.67K+ 11.12% |
$86K - $88.5K
|
16.7K
$873K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5.53K+ 7.22% |
$284K - $293K
|
82.1K
$4.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.01K- 12.04% |
$103K - $107K
|
14.7K
$767K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-253- 5.68% |
$13K - $13.4K
|
4.21K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-469- 8.5% |
$24.1K - $24.8K
|
5.05K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.89K- 38.64% |
$200K - $206K
|
6.18K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39New |
$2.01K - $2.07K
|
39
$2.04K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.5K- 34.86% |
$1.05M - $1.08M
|
38.2K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
70+ 1.45% |
$3.6K - $3.71K
|
4.89K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-89.5K- 24.34% |
$4.6M - $4.74M
|
278K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-509- 11.11% |
$26.2K - $27K
|
4.07K
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-696- 0.19% |
$35.8K - $36.9K
|
370K
$19.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-4.64K- 30.88% |
$239K - $246K
|
10.4K
$542K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-471- 7.89% |
$24.2K - $24.9K
|
5.5K
$287K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-159- 25.04% |
$8.18K - $8.42K
|
476
$24.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$51.5 - $53
|
4.69K
$245K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
75New |
$3.84K - $3.87K
|
75
$3.92K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-9- 0.53% |
$460 - $465
|
1.69K
$88.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-468- 5.49% |
$23.9K - $24.2K
|
8.05K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-435- 8.57% |
$22.2K - $22.5K
|
4.64K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.69KNew |
$444K - $448K
|
8.69K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
475+ 11.16% |
$24.3K - $24.5K
|
4.73K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.65% |
$102 - $103
|
312
$16.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-33.4K- 32.62% |
$1.71M - $1.73M
|
69K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-780- 2.18% |
$39.9K - $40.3K
|
34.9K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-84- 0.93% |
$4.3K - $4.34K
|
8.96K
$468K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-639- 71.32% |
$32.7K - $33K
|
257
$13.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-485- 4.2% |
$24.8K - $25K
|
11.1K
$578K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.08K- 93.91% |
$158K - $159K
|
200
$10.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-81- 0.8% |
$4.14K - $4.18K
|
10.1K
$527K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
470+ 2.36% |
$24K - $24.3K
|
20.3K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.8K- 10.71% |
$92.1K - $93K
|
15K
$784K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.15KNew |
$212K - $214K
|
4.15K
$217K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.34K- 1.43% |
$273K - $276K
|
368K
$19.2M
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-89- 20.05% |
$4.53K - $4.59K
|
355
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.4K+ 56.19% |
$684K - $691K
|
37.3K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5.11K- 50.0% |
$260K - $263K
|
5.11K
$267K
|
|