Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.68K- 5.2% |
$87.6K - $91.2K
|
30.6K
$1.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.24K- 9.51% |
$117K - $122K
|
21.3K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.24K- 7.92% |
$169K - $176K
|
37.6K
$1.97M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.5K- 44.79% |
$183K - $190K
|
4.31K
$226K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.54K- 3.87% |
$184K - $192K
|
87.8K
$4.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.69KClosed |
$193K - $200K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.16K- 88.43% |
$217K - $226K
|
545
$28.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.33K- 0.45% |
$226K - $235K
|
968K
$50.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.37KClosed |
$228K - $237K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.43KClosed |
$231K - $240K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-4.76KClosed |
$248K - $258K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.26K- 8.4% |
$274K - $286K
|
57.3K
$3M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.59K- 51.21% |
$292K - $304K
|
5.33K
$279K
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-7K- 9.09% |
$365K - $380K
|
70K
$3.66M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.06KClosed |
$368K - $383K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.66K- 3.68% |
$452K - $470K
|
226K
$11.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-10.6KClosed |
$554K - $577K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.8K- 71.35% |
$564K - $587K
|
4.34K
$227K
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-12KClosed |
$628K - $654K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-15.1K- 72.66% |
$790K - $823K
|
5.7K
$298K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-18.1KClosed |
$944K - $983K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.7KClosed |
$973K - $1.01M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-20.6K- 26.2% |
$1.07M - $1.12M
|
58K
$3.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.9K- 13.39% |
$1.2M - $1.25M
|
148K
$7.77M
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-26.7K- 26.6% |
$1.39M - $1.45M
|
73.7K
$3.86M
|
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-29KClosed |
$1.52M - $1.58M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36K- 10.05% |
$1.88M - $1.96M
|
322K
$16.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.9K- 11.59% |
$2.03M - $2.11M
|
297K
$15.5M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-39.6KClosed |
$2.06M - $2.15M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-42.2K- 6.98% |
$2.2M - $2.29M
|
562K
$29.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-52.3K- 8.83% |
$2.73M - $2.84M
|
540K
$28.3M
|
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-78K- 83.66% |
$4.07M - $4.24M
|
15.2K
$798K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-92.5K- 59.85% |
$4.83M - $5.02M
|
62K
$3.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-92.9K- 95.87% |
$4.85M - $5.05M
|
4K
$209K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-193K- 60.33% |
$10M - $10.5M
|
127K
$6.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-257K- 99.85% |
$13.4M - $14M
|
389
$20.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-279K- 96.55% |
$14.6M - $15.2M
|
9.98K
$522K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-282K- 93.95% |
$14.7M - $15.3M
|
18.2K
$950K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-322K- 50.97% |
$16.8M - $17.5M
|
309K
$16.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
SELL
|
- |
-375K- 98.76% |
$19.6M - $20.4M
|
4.7K
$246K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-457K- 68.76% |
$23.8M - $24.8M
|
207K
$10.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-794K- 67.95% |
$41.4M - $43.1M
|
375K
$19.6M
|