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 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.23K- 16.39% |
$161K - $165K
|
16.5K
$884K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 61.56% |
$22.4K - $23K
|
281
$15.1K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-57- 8.12% |
$2.83K - $2.91K
|
645
$34.6K
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-325K- 97.29% |
$16.1M - $16.6M
|
9.03K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19- 10.67% |
$945 - $970
|
159
$8.52K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.58K+ 20.26% |
$427K - $438K
|
51K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.5K- 20.2% |
$522K - $536K
|
41.5K
$2.22M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$149 - $153
|
3
$161
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.62KNew |
$329K - $338K
|
6.62K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5New |
$249 - $255
|
5
$268
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4New |
$199 - $204
|
4
$214
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-88- 33.08% |
$4.38K - $4.49K
|
178
$9.54K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-10K- 57.5% |
$497K - $510K
|
7.39K
$396K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6New |
$298 - $306
|
6
$322
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50.8K- 89.03% |
$2.52M - $2.59M
|
6.25K
$335K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.5KNew |
$767K - $782K
|
15.5K
$831K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
145New |
$7.18K - $7.32K
|
145
$7.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
4.96KNew |
$246K - $250K
|
4.96K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
4KNew |
$198K - $202K
|
4K
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
327New |
$16.2K - $16.5K
|
327
$17.5K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-64- 1.48% |
$3.17K - $3.23K
|
4.25K
$228K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.23KNew |
$209K - $213K
|
4.23K
$227K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.73K+ 7.58% |
$432K - $440K
|
124K
$6.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
90New |
$4.46K - $4.54K
|
90
$4.82K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
125KNew |
$6.18M - $6.3M
|
125K
$6.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
89New |
$4.41K - $4.49K
|
89
$4.77K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$669K - $682K
|
13.5K
$724K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-937- 12.94% |
$46.4K - $47.3K
|
6.31K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.68KNew |
$232K - $236K
|
4.68K
$251K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-35.3K- 18.19% |
$1.75M - $1.78M
|
159K
$8.51M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
404New |
$20K - $21.5K
|
404
$21.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
801KNew |
$39.6M - $42.6M
|
801K
$43M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.08K+ 36.3% |
$300K - $323K
|
22.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.16KNew |
$305K - $328K
|
6.16K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-228- 41.83% |
$11.3K - $12.1K
|
317
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.38K- 2.9% |
$463K - $499K
|
314K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3.02K+ 4.32% |
$149K - $161K
|
73K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
451+ 8.72% |
$22.3K - $24K
|
5.62K
$301K
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-365K- 97.37% |
$18M - $19.4M
|
9.84K
$528K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.81K- 7.75% |
$337K - $362K
|
81K
$4.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.52% |
$49.4 - $53.2
|
193
$10.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
336New |
$16.6K - $17.9K
|
336
$18K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.73KNew |
$382K - $411K
|
7.73K
$414K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.7K+ 73.82% |
$724K - $779K
|
34.5K
$1.85M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.82KNew |
$386K - $416K
|
7.82K
$419K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 1.54% |
$49.4 - $53.2
|
66
$3.54K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
149New |
$7.36K - $7.93K
|
149
$7.99K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-27.4K- 5.08% |
$1.36M - $1.46M
|
513K
$27.5M
|
|
| Q2 2022 | |||||||
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.88KNew |
$202K - $210K
|
3.88K
$208K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
174New |
$9.08K - $9.45K
|
174
$9.33K
|
|