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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$478K - $492K
|
9.6K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1K- 2.66% |
$49.8K - $51.2K
|
36.6K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.6K- 15.88% |
$79.8K - $82.2K
|
8.5K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-358- 7.17% |
$17.8K - $18.3K
|
4.63K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.8K- 13.1% |
$338K - $348K
|
45.1K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
259New |
$12.9K - $13.3K
|
259
$13.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.65K- 39.61% |
$231K - $238K
|
7.09K
$380K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.54KNew |
$325K - $335K
|
6.54K
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.83KNew |
$91.3K - $94K
|
1.83K
$98.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
68.6K+ 19.11% |
$3.42M - $3.52M
|
428K
$22.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-251- 34.48% |
$12.5K - $12.9K
|
477
$25.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
886+ 20.19% |
$44.1K - $45.4K
|
5.27K
$283K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-120- 65.57% |
$5.97K - $6.15K
|
63
$3.38K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
75New |
$3.73K - $3.84K
|
75
$4.02K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.11K- 30.01% |
$155K - $159K
|
7.24K
$388K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15- 4.23% |
$747 - $769
|
340
$18.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-590- 8.53% |
$29.4K - $30.2K
|
6.33K
$339K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.03KNew |
$401K - $405K
|
8.03K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-7.32K- 57.21% |
$366K - $369K
|
5.48K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.79K- 33.83% |
$139K - $141K
|
5.45K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.44KNew |
$222K - $224K
|
4.44K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
141KNew |
$7.06M - $7.13M
|
141K
$7.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11.1K- 63.14% |
$553K - $559K
|
6.47K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.48KNew |
$224K - $226K
|
4.48K
$240K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.8K- 70.14% |
$587K - $593K
|
5K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9+ 0.08% |
$450 - $454
|
11.7K
$627K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.5K- 56.17% |
$1.02M - $1.03M
|
16K
$857K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.78K- 10.55% |
$89.4K - $91.2K
|
15.1K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-46- 0.33% |
$2.31K - $2.36K
|
13.7K
$736K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
14.6KNew |
$731K - $746K
|
14.6K
$781K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.3K- 95.76% |
$519K - $530K
|
458
$24.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
82New |
$4.12K - $4.2K
|
82
$4.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.31K+ 26.23% |
$417K - $426K
|
40K
$2.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
17.4KNew |
$872K - $890K
|
17.4K
$930K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.2K- 5.34% |
$565K - $576K
|
199K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
183New |
$9.19K - $9.38K
|
183
$9.81K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.86K- 11.65% |
$194K - $198K
|
29.3K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7- 0.16% |
$352 - $359
|
4.27K
$229K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-489- 0.33% |
$24.6K - $25.1K
|
149K
$7.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.71K- 50.37% |
$85.7K - $87.4K
|
1.68K
$90.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-770- 2.63% |
$38.7K - $39.5K
|
28.5K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13New |
$653 - $666
|
13
$697
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
1.08K+ 12.21% |
$54.1K - $55.2K
|
9.9K
$531K
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-83- 0.19% |
$4.17K - $4.25K
|
43.4K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
693New |
$34.8K - $35.5K
|
693
$37.1K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.01K- 19.19% |
$50.8K - $51.9K
|
4.26K
$228K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3KNew |
$149K - $153K
|
3K
$161K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
921New |
$45.8K - $47K
|
921
$49.4K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
100+ 0.1% |
$4.97K - $5.1K
|
105K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.23K- 16.39% |
$161K - $165K
|
16.5K
$884K
|
|