Purchases and Sales Made in Q1 2023 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 2023. 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 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
347KNew |
$17.3M - $17.7M
|
347K
$18.3M
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
240KNew |
$11.9M - $12.2M
|
240K
$12.6M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
158KNew |
$7.84M - $8.04M
|
158K
$8.3M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
119K+ 2440.43% |
$5.92M - $6.08M
|
124K
$6.52M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
107K+ 16.31% |
$5.32M - $5.46M
|
763K
$40.2M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
93.6K+ 14.29% |
$4.65M - $4.78M
|
748K
$39.4M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92.2K+ 252.75% |
$4.58M - $4.71M
|
129K
$6.77M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
84.7K+ 1571.87% |
$4.21M - $4.32M
|
90K
$4.74M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.7K+ 589.11% |
$1.87M - $1.92M
|
44.1K
$2.32M
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
26K+ 269.59% |
$1.29M - $1.33M
|
35.7K
$1.88M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
20.2KNew |
$1.01M - $1.03M
|
20.2K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.8K+ 5.67% |
$937K - $961K
|
351K
$18.5M
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
18.1KNew |
$901K - $925K
|
18.1K
$954K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
12.5K+ 13.33% |
$619K - $636K
|
106K
$5.58M
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11K+ 13.94% |
$548K - $563K
|
90.1K
$4.74M
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
10.9K+ 12.12% |
$544K - $559K
|
101K
$5.33M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 5.01% |
$536K - $550K
|
226K
$11.9M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.35KNew |
$465K - $477K
|
9.35K
$492K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.88KNew |
$442K - $453K
|
8.88K
$467K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.58K+ 20.26% |
$427K - $438K
|
51K
$2.68M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.44K+ 8.67% |
$419K - $431K
|
106K
$5.57M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.37K+ 2.47% |
$416K - $427K
|
347K
$18.3M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.08KNew |
$352K - $361K
|
7.08K
$373K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.88KNew |
$342K - $351K
|
6.88K
$362K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.87KNew |
$342K - $351K
|
6.87K
$362K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.62KNew |
$329K - $338K
|
6.62K
$348K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.08K+ 23.74% |
$302K - $310K
|
31.7K
$1.67M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.01K+ 127.21% |
$299K - $307K
|
10.7K
$565K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.63K+ 2.56% |
$280K - $287K
|
226K
$11.9M
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.51KNew |
$274K - $281K
|
5.51K
$290K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.29K+ 0.29% |
$263K - $270K
|
1.8M
$94.7M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.92KNew |
$245K - $251K
|
4.92K
$259K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4.42K+ 17.81% |
$220K - $226K
|
29.3K
$1.54M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.33KNew |
$215K - $221K
|
4.33K
$228K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.32K+ 20.38% |
$215K - $220K
|
25.5K
$1.34M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.18KNew |
$208K - $213K
|
4.18K
$220K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.39KNew |
$168K - $173K
|
3.39K
$178K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3KNew |
$149K - $153K
|
3K
$158K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
2.59K+ 21.12% |
$129K - $132K
|
14.8K
$781K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.51K+ 26.6% |
$125K - $128K
|
11.9K
$628K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.17K+ 1.47% |
$108K - $111K
|
150K
$7.87M
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
2.15K+ 32.17% |
$107K - $110K
|
8.82K
$464K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2K+ 33.22% |
$99.4K - $102K
|
8.02K
$422K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.98K+ 8.09% |
$98.6K - $101K
|
26.5K
$1.39M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.64K+ 4.58% |
$81.3K - $83.5K
|
37.3K
$1.97M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.19K+ 6.26% |
$59.3K - $60.9K
|
20.3K
$1.07M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
921New |
$45.8K - $47K
|
921
$48.5K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
858+ 9.47% |
$42.7K - $43.8K
|
9.92K
$522K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
847New |
$42.1K - $43.2K
|
847
$44.6K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
731+ 13.92% |
$36.3K - $37.3K
|
5.98K
$315K
|