Purchases and Sales Made in Q1 2022 in Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR US TIPS IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
698K+ 54.77% |
$37.6M - $38.8M
|
1.97M
$103M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
592KNew |
$31.9M - $32.9M
|
592K
$31M
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
BUY
|
- |
380KNew |
$20.5M - $21.1M
|
380K
$19.9M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
369K+ 50.26% |
$19.9M - $20.5M
|
1.1M
$57.8M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
285K+ 6975.34% |
$15.4M - $15.9M
|
289K
$15.2M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
269K+ 5332.86% |
$14.5M - $15M
|
274K
$14.3M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
225K+ 235.06% |
$12.1M - $12.5M
|
321K
$16.8M
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
218KNew |
$11.8M - $12.1M
|
218K
$11.4M
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
198K+ 1476.66% |
$10.6M - $11M
|
211K
$11M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
191K+ 24.41% |
$10.3M - $10.6M
|
972K
$50.9M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133K+ 130.47% |
$7.17M - $7.4M
|
235K
$12.3M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
120K+ 342.03% |
$6.44M - $6.65M
|
155K
$8.09M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
112K+ 30.72% |
$6.06M - $6.25M
|
479K
$25.1M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
78.5KNew |
$4.23M - $4.36M
|
78.5K
$4.11M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
65.3KNew |
$3.52M - $3.63M
|
65.3K
$3.42M
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
64.5K+ 453.41% |
$3.48M - $3.58M
|
78.7K
$4.12M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.2K+ 21.0% |
$3.35M - $3.46M
|
358K
$18.8M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.8K+ 16.92% |
$2.25M - $2.32M
|
289K
$15.1M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.8KNew |
$2.2M - $2.27M
|
40.8K
$2.14M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
39.5K+ 15.14% |
$2.13M - $2.19M
|
300K
$15.7M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.6K+ 44.21% |
$1.92M - $1.98M
|
116K
$6.07M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
BUY
|
- |
29KNew |
$1.57M - $1.61M
|
29K
$1.52M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.1K+ 9.96% |
$1.51M - $1.56M
|
310K
$16.2M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.8K+ 6.9% |
$1.33M - $1.38M
|
383K
$20.1M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3K+ 183.25% |
$1.15M - $1.18M
|
32.9K
$1.72M
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
20.3K+ 1.77% |
$1.09M - $1.13M
|
1.17M
$61.2M
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
19.5KNew |
$1.05M - $1.09M
|
19.5K
$1.02M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.7KNew |
$1.01M - $1.04M
|
18.7K
$977K
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
18.1KNew |
$975K - $1.01M
|
18.1K
$947K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.8K+ 18.93% |
$959K - $990K
|
112K
$5.86M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.1K+ 37.57% |
$920K - $950K
|
62.6K
$3.27M
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
15.7K+ 11.97% |
$847K - $873K
|
147K
$7.69M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
15.2K+ 56.71% |
$818K - $843K
|
41.9K
$2.19M
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
12KNew |
$649K - $669K
|
12K
$630K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.9KNew |
$588K - $607K
|
10.9K
$572K
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6K+ 12.28% |
$571K - $589K
|
96.9K
$5.07M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
10.3K+ 15.04% |
$553K - $571K
|
78.6K
$4.11M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10K+ 1221.37% |
$539K - $556K
|
10.8K
$567K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.7KNew |
$523K - $539K
|
9.7K
$508K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.41KNew |
$507K - $523K
|
9.41K
$493K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.24KNew |
$498K - $514K
|
9.24K
$484K
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.12KNew |
$492K - $507K
|
9.12K
$478K
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
7.72K+ 11.15% |
$416K - $429K
|
77K
$4.03M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
7.06KNew |
$380K - $392K
|
7.06K
$369K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.15KNew |
$331K - $342K
|
6.15K
$322K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.15K+ 9.0% |
$331K - $342K
|
74.4K
$3.9M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
6KNew |
$323K - $334K
|
6K
$314K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.95K+ 64.75% |
$321K - $331K
|
15.1K
$793K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5.42KNew |
$292K - $301K
|
5.42K
$284K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.08KNew |
$274K - $282K
|
5.08K
$266K
|