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 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
89New |
$4.41K - $4.49K
|
89
$4.65K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$669K - $682K
|
13.5K
$706K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-937- 12.94% |
$46.4K - $47.3K
|
6.31K
$329K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.68KNew |
$232K - $236K
|
4.68K
$245K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-35.3K- 18.19% |
$1.75M - $1.78M
|
159K
$8.3M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-228- 41.83% |
$11.3K - $12.1K
|
317
$16.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.16KNew |
$305K - $328K
|
6.16K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
801KNew |
$39.6M - $42.6M
|
801K
$41.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.08K+ 36.3% |
$300K - $323K
|
22.8K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.38K- 2.9% |
$463K - $499K
|
314K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3.02K+ 4.32% |
$149K - $161K
|
73K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
451+ 8.72% |
$22.3K - $24K
|
5.62K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
404New |
$20K - $21.5K
|
404
$21.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-365K- 97.37% |
$18M - $19.4M
|
9.84K
$514K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.81K- 7.75% |
$337K - $362K
|
81K
$4.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.52% |
$49.4 - $53.2
|
193
$10.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
336New |
$16.6K - $17.9K
|
336
$17.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.73KNew |
$382K - $411K
|
7.73K
$404K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.7K+ 73.82% |
$724K - $779K
|
34.5K
$1.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.88KNew |
$488K - $525K
|
9.88K
$516K
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.82KNew |
$386K - $416K
|
7.82K
$408K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
149New |
$7.36K - $7.93K
|
149
$7.78K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 1.54% |
$49.4 - $53.2
|
66
$3.45K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-27.4K- 5.08% |
$1.36M - $1.46M
|
513K
$26.8M
|
|
| Q2 2022 | |||||||
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.88KNew |
$202K - $210K
|
3.88K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
174New |
$9.08K - $9.45K
|
174
$9.09K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 7.79% |
$1.98K - $2.06K
|
526
$27.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.37KClosed |
$228K - $237K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-39.6KClosed |
$2.06M - $2.15M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-257K- 99.85% |
$13.4M - $14M
|
389
$20.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.69KClosed |
$193K - $200K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
982New |
$51.2K - $53.3K
|
982
$51.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-378- 7.95% |
$19.7K - $20.5K
|
4.38K
$229K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-377Closed |
$19.7K - $20.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-183Closed |
$9.55K - $9.94K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.2KClosed |
$62.4K - $65K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 27.52% |
$70.4K - $73.3K
|
3.56K
$186K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.26K+ 467.32% |
$275K - $286K
|
6.39K
$334K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.06KClosed |
$368K - $383K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-29KClosed |
$1.52M - $1.58M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-12KClosed |
$628K - $654K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
417New |
$21.8K - $22.6K
|
417
$21.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1KClosed |
$52.2K - $54.3K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-15.1K- 72.66% |
$790K - $823K
|
5.7K
$298K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
200New |
$10.4K - $10.9K
|
200
$10.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-769- 78.95% |
$40.1K - $41.8K
|
205
$10.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$612K - $637K
|
11.7K
$613K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
10.9KNew |
$568K - $591K
|
10.9K
$569K
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
BUY
|
- |
7.24K+ 3.32% |
$378K - $393K
|
226K
$11.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.22KNew |
$220K - $229K
|
4.22K
$220K
|
|