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 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
$210K
|
|
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
$6.06K
|
|
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
$4.7M
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
95+ 20.52% |
$4.91K - $5.06K
|
558
$29.9K
|
|
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
$133K
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.94KClosed |
$245K - $263K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.16KClosed |
$57.7K - $61.9K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-300Closed |
$14.9K - $16K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-128Closed |
$6.35K - $6.81K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 29, 2020
Q4 2019
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4.47KClosed |
$233K - $235K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.37KClosed |
$280K - $282K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.91KClosed |
$99.8K - $100K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-186Closed |
$9.71K - $9.77K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100Closed |
$5.22K - $5.25K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-454Closed |
$23.7K - $23.8K
|
0
$0
|
|
Q2 2019 | |||||||
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
28.4KNew |
N/A
|
28.4K
$1.52M
|
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-40.6KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-680Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.95KClosed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-270Closed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
N/A
|
200
$10.7K
|
|
Jul 17, 2019
Q2 2019
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4.28KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.92KClosed |
N/A
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-215Closed |
N/A
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.05KClosed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|