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
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-91- 1.85% |
$4.57K - $4.66K
|
4.83K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-97- 26.8% |
$4.87K - $4.97K
|
265
$13.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-133- 1.37% |
$6.68K - $6.81K
|
9.61K
$503K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-150- 3.46% |
$7.53K - $7.69K
|
4.18K
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-200- 2.44% |
$10K - $10.2K
|
8K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-360- 7.45% |
$18.1K - $18.4K
|
4.48K
$234K
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-403- 7.31% |
$20.2K - $20.6K
|
5.11K
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-489- 0.33% |
$24.6K - $25.1K
|
149K
$7.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-495- 4.27% |
$24.9K - $25.4K
|
11.1K
$582K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-635- 3.74% |
$31.9K - $32.5K
|
16.3K
$855K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-770- 2.63% |
$38.7K - $39.5K
|
28.5K
$1.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-800- 3.97% |
$40.2K - $41K
|
19.3K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.01K- 19.19% |
$50.8K - $51.9K
|
4.26K
$223K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.08K- 7.81% |
$54.1K - $55.2K
|
12.7K
$666K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 54.75% |
$55.8K - $57K
|
919
$48.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.12K- 1.75% |
$56.4K - $57.5K
|
63.2K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.32K- 10.12% |
$66.1K - $67.5K
|
11.7K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.38K- 3.48% |
$69.1K - $70.5K
|
38.2K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.68K- 16.93% |
$84.3K - $86K
|
8.24K
$431K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.71K- 50.37% |
$85.7K - $87.4K
|
1.68K
$88K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.78K- 10.55% |
$89.4K - $91.2K
|
15.1K
$790K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.33K- 33.89% |
$117K - $119K
|
4.54K
$238K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.36K- 5.5% |
$119K - $121K
|
40.6K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.39K- 6.39% |
$120K - $122K
|
35K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.51K- 29.4% |
$176K - $180K
|
8.42K
$441K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-3.66K- 9.96% |
$184K - $188K
|
33.1K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.86K- 11.65% |
$194K - $198K
|
29.3K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.25K- 36.14% |
$213K - $218K
|
7.5K
$393K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.4K- 5.49% |
$221K - $225K
|
75.6K
$3.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.5K- 23.86% |
$276K - $282K
|
17.5K
$918K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.53K- 0.96% |
$278K - $283K
|
572K
$29.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.55K- 27.4% |
$278K - $284K
|
14.7K
$769K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.13K- 7.68% |
$408K - $417K
|
97.8K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.44K- 20.56% |
$424K - $433K
|
32.6K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.67K- 2.62% |
$436K - $444K
|
322K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.95K- 1.2% |
$449K - $459K
|
739K
$38.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.3K- 95.76% |
$519K - $530K
|
458
$24K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.9K- 28.37% |
$550K - $561K
|
27.6K
$1.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.2K- 5.34% |
$565K - $576K
|
199K
$10.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.5K- 40.69% |
$578K - $589K
|
16.8K
$877K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-11.7K- 57.81% |
$588K - $600K
|
8.55K
$447K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.9K- 15.74% |
$649K - $662K
|
69.2K
$3.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13K- 64.18% |
$652K - $665K
|
7.24K
$379K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-13K- 49.21% |
$652K - $665K
|
13.4K
$702K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.2K- 21.79% |
$714K - $729K
|
51K
$2.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-16.5K- 46.74% |
$827K - $844K
|
18.8K
$983K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-16.5K- 46.74% |
$827K - $844K
|
18.8K
$983K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-17.1K- 57.2% |
$859K - $876K
|
12.8K
$670K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.1K- 79.62% |
$1.06M - $1.08M
|
5.4K
$283K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.3K- 41.73% |
$1.17M - $1.19M
|
32.5K
$1.7M
|