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 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-445- 3.03% |
$23.2K - $23.5K
|
14.2K
$764K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-202- 4.89% |
$10.5K - $10.7K
|
3.93K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
195New |
$10.2K - $10.3K
|
195
$10.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.44KNew |
$284K - $288K
|
5.44K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$157 - $159
|
10.1K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.53KNew |
$341K - $345K
|
6.53K
$350K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-126- 26.47% |
$6.58K - $6.66K
|
350
$18.8K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$582K - $599K
|
11.3K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
65New |
$3.34K - $3.44K
|
65
$3.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.3KNew |
$1.15M - $1.18M
|
22.3K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.92K- 20.38% |
$98.5K - $101K
|
7.48K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 0.76% |
$6.95K - $7.15K
|
17.6K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
108+ 1.4% |
$5.56K - $5.72K
|
7.82K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 16.87% |
$61.9K - $63.7K
|
5.93K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.14KNew |
$213K - $219K
|
4.14K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
83New |
$4.27K - $4.4K
|
83
$4.45K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-900- 14.75% |
$46.3K - $47.7K
|
5.2K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39New |
$2.01K - $2.07K
|
39
$2.09K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.89K- 38.64% |
$200K - $206K
|
6.18K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
70+ 1.45% |
$3.6K - $3.71K
|
4.89K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-509- 11.11% |
$26.2K - $27K
|
4.07K
$218K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
75New |
$3.84K - $3.87K
|
75
$4.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-468- 5.49% |
$23.9K - $24.2K
|
8.05K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.69KNew |
$444K - $448K
|
8.69K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
475+ 11.16% |
$24.3K - $24.5K
|
4.73K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.65% |
$102 - $103
|
312
$16.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-33.4K- 32.62% |
$1.71M - $1.73M
|
69K
$3.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-780- 2.18% |
$39.9K - $40.3K
|
34.9K
$1.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-485- 4.2% |
$24.8K - $25K
|
11.1K
$593K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.08K- 93.91% |
$158K - $159K
|
200
$10.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
470+ 2.36% |
$24K - $24.3K
|
20.3K
$1.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.15KNew |
$212K - $214K
|
4.15K
$222K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.34K- 1.43% |
$273K - $276K
|
368K
$19.7M
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-89- 20.05% |
$4.53K - $4.59K
|
355
$19K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5.11K- 50.0% |
$260K - $263K
|
5.11K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-240- 5.72% |
$12.2K - $12.4K
|
3.96K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-95- 9.39% |
$4.84K - $4.9K
|
917
$49.2K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-870- 16.02% |
$44.3K - $44.8K
|
4.56K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
950New |
$48.4K - $49K
|
950
$50.9K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.85K- 34.84% |
$451K - $456K
|
16.6K
$888K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192New |
$9.78K - $9.89K
|
192
$10.3K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.4K+ 140.88% |
$2.37M - $2.39M
|
79.4K
$4.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.46K- 15.59% |
$74.4K - $75.2K
|
7.9K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.8K- 77.25% |
$755K - $764K
|
4.37K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169KNew |
$8.63M - $8.73M
|
169K
$9.08M
|
|
| Q4 2023 | |||||||
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.16K- 17.49% |
$157K - $162K
|
14.9K
$798K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.69KNew |
$134K - $138K
|
2.69K
$144K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
235New |
$11.7K - $12K
|
235
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.52KNew |
$375K - $386K
|
7.52K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$7.27K - $7.48K
|
146
$7.83K
|
|