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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 7.79% |
$1.98K - $2.06K
|
526
$28.2K
|
|
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
$20.9K
|
|
Aug 10, 2022
Q2 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.69KClosed |
$193K - $200K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-378- 7.95% |
$19.7K - $20.5K
|
4.38K
$235K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
982New |
$51.2K - $53.3K
|
982
$52.6K
|
|
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
$191K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.26K+ 467.32% |
$275K - $286K
|
6.39K
$342K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.06KClosed |
$368K - $383K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-12KClosed |
$628K - $654K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-29KClosed |
$1.52M - $1.58M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
417New |
$21.8K - $22.6K
|
417
$22.4K
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-15.1K- 72.66% |
$790K - $823K
|
5.7K
$305K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1KClosed |
$52.2K - $54.3K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
200New |
$10.4K - $10.9K
|
200
$10.7K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-769- 78.95% |
$40.1K - $41.8K
|
205
$11K
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
10.9KNew |
$568K - $591K
|
10.9K
$584K
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$612K - $637K
|
11.7K
$629K
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
BUY
|
- |
7.24K+ 3.32% |
$378K - $393K
|
226K
$12.1M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.22KNew |
$220K - $229K
|
4.22K
$226K
|
|
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
$817K
|
|
Q1 2022 | |||||||
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5.42KNew |
$292K - $301K
|
5.42K
$290K
|
|
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
$21.1K
|
|
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
$285K
|
|
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
$339K
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-42- 13.5% |
$2.3K - $2.34K
|
269
$14.4K
|
|
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
$21.4K
|
|
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
$49.4K
|
|
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
$148K
|
|
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
$268K
|