Purchases and Sales Made in Q1 2023 in Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)

STPZ Quotes by TradingView

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
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
657
+ 1.51%
$32.7K - $33.5K
44.1K $2.32M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
575
+ 2.66%
$28.6K - $29.3K
22.2K $1.17M
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
485
+ 2.94%
$24.1K - $24.8K
17K $893K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
394
+ 13.06%
$19.6K - $20.1K
3.41K $180K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
283
+ 5.31%
$14.1K - $14.4K
5.61K $295K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
200
+ 1.47%
$9.94K - $10.2K
13.8K $727K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
89
New
$4.43K - $4.54K
89 $4.68K
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
71
+ 0.18%
$3.53K - $3.62K
39.6K $2.08M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
67
+ 0.08%
$3.33K - $3.42K
80K $4.21M
Apr 28, 2023 Q1 2023
Lws Wealth Advisors, Inc.

BUY
 -
10
+ 0.2%
$497 - $510
4.94K $260K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
5
+ 0.22%
$249 - $255
2.23K $117K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
5
New
$249 - $255
5 $263
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
4
New
$199 - $204
4 $211
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
3
New
$149 - $153
3 $158
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
3
+ 0.02%
$149 - $153
13K $685K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
2
+ 0.33%
$99.4 - $102
611 $32.2K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.22%
$49.7 - $51
458 $24.1K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
1
+ 0.02%
$49.7 - $51
4.27K $225K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
SELL
 -
-19
- 10.67%
$945 - $970
159 $8.37K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-25
- 4.88%
$1.24K - $1.28K
487 $25.6K
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-36
- 0.26%
$1.79K - $1.84K
13.8K $725K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-43
- 0.4%
$2.14K - $2.19K
10.8K $568K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
SELL
 -
-57
- 8.12%
$2.83K - $2.91K
645 $33.9K
May 05, 2023 Q1 2023
Excalibur Management Corp

SELL
 -
-60
- 1.23%
$2.98K - $3.06K
4.84K $254K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-77
- 38.12%
$3.83K - $3.93K
125 $6.58K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

SELL
 -
-88
- 33.08%
$4.38K - $4.49K
178 $9.37K
Apr 27, 2023 Q1 2023
Smart Portfolios, LLC

Seattle, WA
SELL
 -
-93
- 0.21%
$4.62K - $4.75K
43.5K $2.29M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

SELL
 -
-154
- 0.46%
$7.66K - $7.86K
33.1K $1.74M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-314
- 0.48%
$15.6K - $16K
65.2K $3.43M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-450
- 61.56%
$22.4K - $23K
281 $14.8K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-657
- 1.49%
$32.7K - $33.5K
43.4K $2.29M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

SELL
 -
-666
- 5.36%
$33.1K - $34K
11.8K $618K
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

SELL
 -
-741
- 28.78%
$36.8K - $37.8K
1.83K $96.5K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-1.21K
- 11.06%
$60.3K - $61.9K
9.74K $513K
Apr 18, 2023 Q1 2023
Allworth Financial LP

SELL
 -
-1.38K
- 3.44%
$68.4K - $70.2K
38.6K $2.03M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.41K
- 7.58%
$70.1K - $72K
17.2K $904K
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-1.68K
- 24.11%
$83.3K - $85.5K
5.27K $278K
May 02, 2023 Q1 2023
Archvest Wealth Advisors, Inc.

SELL
 -
-2.1K
- 1.68%
$105K - $107K
123K $6.46M
Apr 10, 2023 Q1 2023
Parkside Advisors LLC

SELL
 -
-2.51K
- 6.39%
$125K - $128K
36.8K $1.93M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-3K
- 17.86%
$149K - $153K
13.8K $726K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
SELL
 -
-3.23K
- 16.39%
$161K - $165K
16.5K $868K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-3.23K
- 16.39%
$161K - $165K
16.5K $868K
May 12, 2023 Q1 2023
Mas Advisors LLC

Miami, FL
SELL
 -
-3.54K
- 9.14%
$176K - $181K
35.2K $1.85M
Sep 04, 2024 Q1 2023
Mas Advisors LLC

Miami, FL
SELL
 -
-3.54K
- 9.14%
$176K - $181K
35.2K $1.85M
Apr 21, 2023 Q1 2023
Arbor Investment Advisors, LLC

SELL
 -
-4.99K
- 18.51%
$248K - $255K
22K $1.16M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-6.84K
- 59.92%
$340K - $349K
4.57K $241K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
SELL
 -
-6.88K
- 22.98%
$342K - $351K
23K $1.21M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-7.06K
- 5.36%
$351K - $360K
125K $6.56M

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