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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.76KNew |
$256K - $265K
|
4.76K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.47K+ 1903.83% |
$241K - $249K
|
4.71K
$247K
|
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
4.33K+ 4.87% |
$233K - $241K
|
93.2K
$4.88M
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
4.21KNew |
$227K - $234K
|
4.21K
$220K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.88KNew |
$209K - $216K
|
3.88K
$203K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.28K+ 52.92% |
$177K - $183K
|
9.49K
$497K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.82K+ 14.21% |
$152K - $156K
|
22.6K
$1.18M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.82K+ 14.21% |
$152K - $156K
|
22.6K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.54K+ 6.34% |
$137K - $141K
|
42.6K
$2.23M
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.89K+ 6.23% |
$102K - $105K
|
32.3K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 7.99% |
$75.6K - $77.9K
|
18.9K
$992K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$64.5K - $66.5K
|
1.2K
$62.6K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$56.3K - $58K
|
1.04K
$54.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 6.2% |
$54.7K - $56.4K
|
17.4K
$911K
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.01K+ 4.49% |
$54.5K - $56.3K
|
23.5K
$1.23M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
958New |
$51.6K - $53.3K
|
958
$50.2K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
436+ 151.39% |
$23.5K - $24.2K
|
724
$37.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
403+ 14.47% |
$21.7K - $22.4K
|
3.19K
$167K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
377New |
$20.3K - $21K
|
377
$19.7K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
375+ 0.41% |
$20.2K - $20.8K
|
91.4K
$4.78M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
282New |
$15.2K - $15.7K
|
282
$14.8K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
224+ 1.49% |
$12.1K - $12.5K
|
15.2K
$798K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
209+ 27.32% |
$11.3K - $11.6K
|
974
$51K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
99+ 23.97% |
$5.34K - $5.5K
|
512
$26.8K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 37.95% |
$3.99K - $4.11K
|
269
$14.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.11% |
$431 - $445
|
7.2K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.0% |
$53.9 - $55.6
|
26.8K
$1.41M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$53.9 - $55.6
|
452
$23.7K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25- 6.76% |
$1.35K - $1.39K
|
345
$18.1K
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-50- 1.0% |
$2.69K - $2.78K
|
4.97K
$260K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-70- 27.67% |
$3.77K - $3.89K
|
183
$9.58K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-100- 0.85% |
$5.39K - $5.56K
|
11.7K
$614K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-112Closed |
$6.04K - $6.23K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-145- 3.17% |
$7.81K - $8.06K
|
4.43K
$232K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-156- 28.36% |
$8.41K - $8.67K
|
394
$20.6K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-167- 3.25% |
$9K - $9.28K
|
4.97K
$260K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-200- 3.92% |
$10.8K - $11.1K
|
4.91K
$257K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-211- 1.04% |
$11.4K - $11.7K
|
20.1K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-436- 60.22% |
$23.5K - $24.2K
|
288
$15.1K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-461Closed |
$24.8K - $25.6K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-574- 10.77% |
$30.9K - $31.9K
|
4.75K
$249K
|
|
|
Apr 15, 2022
Q1 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-700- 0.35% |
$37.7K - $38.9K
|
197K
$10.3M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-909- 14.58% |
$49K - $50.5K
|
5.32K
$279K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-972- 8.08% |
$52.4K - $54K
|
11.1K
$579K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.21K- 3.91% |
$65K - $67K
|
29.6K
$1.55M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.33K- 5.65% |
$71.5K - $73.8K
|
22.2K
$1.16M
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.4K- 1.1% |
$75.7K - $78K
|
127K
$6.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.47K- 9.59% |
$79.1K - $81.6K
|
13.8K
$724K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.55K- 59.91% |
$83.5K - $86.2K
|
1.04K
$54.3K
|