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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-240- 5.72% |
$12.2K - $12.4K
|
3.96K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-870- 16.02% |
$44.3K - $44.8K
|
4.56K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-95- 9.39% |
$4.84K - $4.9K
|
917
$47.9K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
950New |
$48.4K - $49K
|
950
$49.6K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.85K- 34.84% |
$451K - $456K
|
16.6K
$865K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
89New |
$4.53K - $4.59K
|
89
$4.65K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.4K+ 140.88% |
$2.37M - $2.39M
|
79.4K
$4.15M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192New |
$9.78K - $9.89K
|
192
$10K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.46K- 15.59% |
$74.4K - $75.2K
|
7.9K
$413K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.8KNew |
$651K - $659K
|
12.8K
$668K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.8K- 77.25% |
$755K - $764K
|
4.37K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169KNew |
$8.63M - $8.73M
|
169K
$8.84M
|
|
| Q4 2023 | |||||||
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.16K- 17.49% |
$157K - $162K
|
14.9K
$778K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.69KNew |
$134K - $138K
|
2.69K
$141K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
235New |
$11.7K - $12K
|
235
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$7.27K - $7.48K
|
146
$7.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.52KNew |
$375K - $386K
|
7.52K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-169- 37.56% |
$8.41K - $8.66K
|
281
$14.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$478K - $492K
|
9.6K
$501K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1K- 2.66% |
$49.8K - $51.2K
|
36.6K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.95KNew |
$197K - $202K
|
3.95K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.8K- 13.1% |
$338K - $348K
|
45.1K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-358- 7.17% |
$17.8K - $18.3K
|
4.63K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.6K- 15.88% |
$79.8K - $82.2K
|
8.5K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
259New |
$12.9K - $13.3K
|
259
$13.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.65K- 39.61% |
$231K - $238K
|
7.09K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.54KNew |
$325K - $335K
|
6.54K
$341K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
250+ 1.52% |
$12.4K - $12.8K
|
16.7K
$873K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.83KNew |
$91.3K - $94K
|
1.83K
$95.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
68.6K+ 19.11% |
$3.42M - $3.52M
|
428K
$22.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-251- 34.48% |
$12.5K - $12.9K
|
477
$24.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
886+ 20.19% |
$44.1K - $45.4K
|
5.27K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-120- 65.57% |
$5.97K - $6.15K
|
63
$3.29K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.11K- 30.01% |
$155K - $159K
|
7.24K
$378K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
75New |
$3.73K - $3.84K
|
75
$3.92K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15- 4.23% |
$747 - $769
|
340
$17.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-590- 8.53% |
$29.4K - $30.2K
|
6.33K
$331K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
644New |
$32.2K - $32.5K
|
644
$33.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-7.32K- 57.21% |
$366K - $369K
|
5.48K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.03KNew |
$401K - $405K
|
8.03K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.44KNew |
$222K - $224K
|
4.44K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.79K- 33.83% |
$139K - $141K
|
5.45K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
141KNew |
$7.06M - $7.13M
|
141K
$7.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.48KNew |
$224K - $226K
|
4.48K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11.1K- 63.14% |
$553K - $559K
|
6.47K
$338K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.8K- 70.14% |
$587K - $593K
|
5K
$261K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9+ 0.08% |
$450 - $454
|
11.7K
$611K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.5K- 56.17% |
$1.02M - $1.03M
|
16K
$835K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-400- 7.55% |
$20K - $20.2K
|
4.9K
$256K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.78K- 10.55% |
$89.4K - $91.2K
|
15.1K
$788K
|
|