Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
314K+ 419.9% |
$15.8M - $16.1M
|
388K
$20.3M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
101K+ 44.74% |
$5.07M - $5.17M
|
327K
$17.1M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.6KNew |
$2.99M - $3.06M
|
59.6K
$3.12M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55.6K+ 268.79% |
$2.79M - $2.85M
|
76.3K
$3.99M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.6K+ 380.95% |
$2.64M - $2.7M
|
66.4K
$3.48M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
45.8KNew |
$2.3M - $2.35M
|
45.8K
$2.4M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.5K+ 10.97% |
$1.94M - $1.97M
|
390K
$20.4M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.2K+ 99.59% |
$914K - $933K
|
36.5K
$1.91M
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
17.4KNew |
$872K - $890K
|
17.4K
$909K
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
14.6KNew |
$731K - $746K
|
14.6K
$762K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.3K+ 2.95% |
$515K - $525K
|
358K
$18.7M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.3K+ 2.95% |
$515K - $525K
|
358K
$18.7M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.71K+ 38.05% |
$488K - $497K
|
35.2K
$1.84M
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.5K+ 10.55% |
$477K - $487K
|
99.6K
$5.21M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.31K+ 26.23% |
$417K - $426K
|
40K
$2.09M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.31KNew |
$367K - $375K
|
7.31K
$383K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.98K+ 33.54% |
$150K - $153K
|
11.9K
$621K
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
2.86K+ 2.83% |
$144K - $147K
|
104K
$5.45M
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.67K+ 2.18% |
$134K - $137K
|
125K
$6.57M
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
2.27K+ 15.26% |
$114K - $116K
|
17.1K
$895K
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.74K+ 9.59% |
$87.2K - $89K
|
19.9K
$1.04M
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
1.08K+ 12.21% |
$54.1K - $55.2K
|
9.9K
$518K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.03K+ 10.98% |
$51.5K - $52.6K
|
10.4K
$543K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1K+ 9.35% |
$50.4K - $51.4K
|
11.7K
$614K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
693New |
$34.8K - $35.5K
|
693
$36.3K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
653+ 2.95% |
$32.8K - $33.5K
|
22.8K
$1.19M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
590+ 9.83% |
$29.6K - $30.2K
|
6.59K
$345K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
478+ 7.99% |
$24K - $24.5K
|
6.46K
$338K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
421+ 6.12% |
$21.1K - $21.6K
|
7.3K
$382K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
322+ 9.44% |
$16.2K - $16.5K
|
3.73K
$195K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
247+ 5.4% |
$12.4K - $12.7K
|
4.82K
$252K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
183New |
$9.19K - $9.38K
|
183
$9.58K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
177+ 198.88% |
$8.89K - $9.07K
|
266
$13.9K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
82New |
$4.12K - $4.2K
|
82
$4.29K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
43+ 1.03% |
$2.16K - $2.2K
|
4.22K
$221K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30New |
$1.51K - $1.54K
|
30
$1.57K
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
23+ 0.47% |
$1.16K - $1.18K
|
4.96K
$260K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13New |
$653 - $666
|
13
$681
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.49% |
$552 - $564
|
2.24K
$117K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.49% |
$151 - $154
|
614
$32.1K
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1+ 0.01% |
$50.2 - $51.2
|
16.5K
$862K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7- 0.16% |
$352 - $359
|
4.27K
$223K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-7- 0.83% |
$352 - $359
|
840
$44K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-46- 0.33% |
$2.31K - $2.36K
|
13.7K
$719K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-48- 38.4% |
$2.41K - $2.46K
|
77
$4.03K
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-52- 0.24% |
$2.61K - $2.66K
|
21.9K
$1.15M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-58- 12.66% |
$2.91K - $2.97K
|
400
$20.9K
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-83- 0.19% |
$4.17K - $4.25K
|
43.4K
$2.27M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-85- 0.24% |
$4.27K - $4.36K
|
35.6K
$1.86M
|