Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
373KNew |
$19M - $19.2M
|
373K
$19.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
169KNew |
$8.63M - $8.73M
|
169K
$8.91M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 12.22% |
$6.19M - $6.26M
|
1.12M
$58.7M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
77.5K+ 14.45% |
$3.95M - $3.99M
|
614K
$32.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.8K+ 88.4% |
$3.45M - $3.49M
|
144K
$7.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.4K+ 140.88% |
$2.37M - $2.39M
|
79.4K
$4.18M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.8K+ 56.97% |
$2.23M - $2.26M
|
121K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.2K+ 16.88% |
$1.95M - $1.97M
|
265K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.8K+ 114.49% |
$1.62M - $1.64M
|
59.5K
$3.13M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.1K+ 473.79% |
$1.18M - $1.19M
|
28K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 56.92% |
$1.03M - $1.04M
|
55.6K
$2.93M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.5K+ 121.08% |
$740K - $748K
|
26.5K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.4K+ 56.19% |
$684K - $691K
|
37.3K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.8KNew |
$651K - $659K
|
12.8K
$673K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9.04KNew |
$461K - $466K
|
9.04K
$476K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.01KNew |
$357K - $361K
|
7.01K
$369K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.95K+ 46.9% |
$252K - $255K
|
15.5K
$816K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.89K+ 3.57% |
$249K - $252K
|
142K
$7.46M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.49K+ 1.37% |
$178K - $180K
|
259K
$13.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 11.08% |
$101K - $102K
|
19.9K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.75K+ 7.84% |
$89.2K - $90.2K
|
24.1K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.65K+ 6.62% |
$83.9K - $84.8K
|
26.5K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.39K+ 8.48% |
$70.6K - $71.4K
|
17.7K
$933K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.2K+ 5.38% |
$61.1K - $61.8K
|
23.5K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
950New |
$48.4K - $49K
|
950
$50K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
413New |
$21K - $21.3K
|
413
$21.7K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
387+ 9.31% |
$19.7K - $19.9K
|
4.54K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
368+ 4.63% |
$18.7K - $19K
|
8.31K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192New |
$9.78K - $9.89K
|
192
$10.1K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
89New |
$4.53K - $4.59K
|
89
$4.68K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39New |
$1.99K - $2.01K
|
39
$2.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 10.0% |
$51 - $51.5
|
9
$474
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-53- 1.17% |
$2.7K - $2.73K
|
4.49K
$236K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-89- 20.05% |
$4.53K - $4.59K
|
355
$18.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-95- 9.39% |
$4.84K - $4.9K
|
917
$48.3K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-102- 2.34% |
$5.2K - $5.26K
|
4.26K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-194- 0.55% |
$9.88K - $10K
|
35.1K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 3.13% |
$10.2K - $10.3K
|
6.2K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-218- 2.66% |
$11.1K - $11.2K
|
7.98K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-240- 5.72% |
$12.2K - $12.4K
|
3.96K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-442- 4.93% |
$22.5K - $22.8K
|
8.52K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-592- 8.61% |
$30.2K - $30.5K
|
6.28K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-663- 3.79% |
$33.8K - $34.2K
|
16.8K
$885K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-750- 4.05% |
$38.2K - $38.6K
|
17.8K
$935K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-815- 0.88% |
$41.5K - $42K
|
92K
$4.84M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-846- 15.72% |
$43.1K - $43.6K
|
4.54K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-860- 20.76% |
$43.8K - $44.3K
|
3.28K
$173K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-864- 28.49% |
$44K - $44.5K
|
2.17K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-870- 16.02% |
$44.3K - $44.8K
|
4.56K
$240K
|