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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-596- 56.71% |
$31.1K - $32.4K
|
455
$23.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-10.6KClosed |
$554K - $577K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-78K- 83.66% |
$4.07M - $4.24M
|
15.2K
$796K
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5.42KNew |
$292K - $301K
|
5.42K
$283K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.45KClosed |
$348K - $359K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.5KClosed |
$189K - $195K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.87KClosed |
$209K - $215K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-156- 28.36% |
$8.41K - $8.67K
|
394
$20.6K
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.48KClosed |
$241K - $249K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-909- 14.58% |
$49K - $50.5K
|
5.32K
$278K
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-306KClosed |
$16.5M - $17M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-112Closed |
$6.04K - $6.23K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-13.2KClosed |
$709K - $732K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.85KClosed |
$211K - $215K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
6.32KNew |
$346K - $352K
|
6.32K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-42- 13.5% |
$2.3K - $2.34K
|
269
$14K
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-216KClosed |
$11.8M - $12M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-456Closed |
$25K - $25.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-195Closed |
$10.7K - $10.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13- 3.15% |
$712 - $722
|
400
$20.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-184Closed |
$10.1K - $10.2K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-75Closed |
$4.11K - $4.17K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
921New |
$50.4K - $51.2K
|
921
$48.1K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.87KClosed |
$102K - $104K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.75KNew |
$151K - $153K
|
2.75K
$144K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-83Closed |
$4.54K - $4.6K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Bank Of Stockton
|
SELL
|
- |
-1K- 16.67% |
$54.7K - $55.5K
|
5K
$261K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-4.17KClosed |
$226K - $229K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.4KClosed |
$76.2K - $77.2K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-91Closed |
$4.94K - $5K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
SELL
|
- |
-5.3KClosed |
$288K - $291K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
SELL
|
- |
-1.65KClosed |
$89.6K - $90.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.92KNew |
$209K - $212K
|
3.92K
$204K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-70Closed |
$3.74K - $3.79K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-12Closed |
$640 - $650
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
113New |
$6.01K - $6.13K
|
113
$5.9K
|
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-1.04KClosed |
$55.4K - $56.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
266+ 0.3% |
$13.7K - $14.2K
|
87.7K
$4.58M
|
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
95+ 20.52% |
$4.91K - $5.06K
|
558
$29.1K
|
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-423Closed |
$21.8K - $22.5K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-2.45KClosed |
$127K - $131K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.48KClosed |
$490K - $505K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15.9KClosed |
$819K - $845K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.6KClosed |
$238K - $245K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-41Closed |
$2.12K - $2.18K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Planning Alternatives LTD
|
SELL
|
- |
-4.88KClosed |
$252K - $260K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.9KClosed |
$253K - $261K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-187Closed |
$9.66K - $9.96K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-452- 15.39% |
$22.4K - $24K
|
2.49K
$130K
|
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.94KClosed |
$245K - $263K
|
0
$0
|
|