Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
369K+ 16998.89% |
$18.9M - $19M
|
371K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
149KNew |
$7.64M - $7.71M
|
149K
$7.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.8K+ 240.36% |
$3.88M - $3.91M
|
107K
$5.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.4K+ 15.27% |
$2.07M - $2.09M
|
305K
$16M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
20.9K+ 37.58% |
$1.07M - $1.08M
|
76.6K
$4.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7K+ 9.93% |
$701K - $708K
|
152K
$7.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5KNew |
$589K - $594K
|
11.5K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.69KNew |
$444K - $448K
|
8.69K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.71KNew |
$394K - $398K
|
7.71K
$404K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.55K+ 2.92% |
$386K - $390K
|
266K
$14M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
6.69K+ 12.23% |
$342K - $345K
|
61.3K
$3.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.69KNew |
$240K - $242K
|
4.69K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.68K+ 3.3% |
$240K - $242K
|
147K
$7.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.15KNew |
$212K - $214K
|
4.15K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.89K+ 14.66% |
$199K - $201K
|
30.4K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.72KNew |
$190K - $192K
|
3.72K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.67K+ 0.95% |
$136K - $138K
|
283K
$14.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.61K+ 5.54% |
$134K - $135K
|
49.8K
$2.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 21.12% |
$89.8K - $90.6K
|
10.1K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.1K+ 4.39% |
$56.3K - $56.8K
|
26.1K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$55.2K - $55.7K
|
1.08K
$56.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.05K+ 3.74% |
$53.5K - $54K
|
29K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
969+ 4.12% |
$49.6K - $50K
|
24.5K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
854+ 3.22% |
$43.7K - $44.1K
|
27.4K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
635New |
$32.5K - $32.8K
|
635
$33.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
475+ 11.16% |
$24.3K - $24.5K
|
4.73K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
475New |
$24.3K - $24.5K
|
475
$24.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
470+ 2.36% |
$24K - $24.3K
|
20.3K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
419+ 1.74% |
$21.4K - $21.6K
|
24.5K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
234+ 0.24% |
$12K - $12.1K
|
96.2K
$5.04M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
121+ 1.73% |
$6.19K - $6.25K
|
7.13K
$373K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
75New |
$3.84K - $3.87K
|
75
$3.93K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
45+ 0.99% |
$2.3K - $2.32K
|
4.58K
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 0.55% |
$2.25K - $2.27K
|
8.03K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
24New |
$1.23K - $1.24K
|
24
$1.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.65% |
$102 - $103
|
312
$16.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-9- 0.53% |
$460 - $465
|
1.69K
$88.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-33- 0.73% |
$1.69K - $1.7K
|
4.46K
$233K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-62- 0.57% |
$3.17K - $3.2K
|
10.9K
$569K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-81- 0.8% |
$4.14K - $4.18K
|
10.1K
$528K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-84- 0.93% |
$4.3K - $4.34K
|
8.96K
$469K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-97- 0.85% |
$4.96K - $5.01K
|
11.4K
$596K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-100- 1.61% |
$5.11K - $5.16K
|
6.1K
$319K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-191- 1.26% |
$9.77K - $9.86K
|
15K
$786K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-308- 1.45% |
$15.8K - $15.9K
|
21K
$1.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-311- 4.95% |
$15.9K - $16.1K
|
5.97K
$313K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-328- 7.22% |
$16.8K - $16.9K
|
4.22K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-435- 8.57% |
$22.2K - $22.5K
|
4.64K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-468- 5.49% |
$23.9K - $24.2K
|
8.05K
$422K
|