Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
815KNew |
$40.7M - $41.1M
|
815K
$42.9M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
190KNew |
$9.5M - $9.6M
|
190K
$10M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
155KNew |
$7.75M - $7.83M
|
155K
$8.17M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
141KNew |
$7.06M - $7.13M
|
141K
$7.44M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96K+ 24.73% |
$4.8M - $4.85M
|
484K
$25.5M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
75.1KNew |
$3.75M - $3.79M
|
75.1K
$3.95M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
51.9K+ 1240.75% |
$2.59M - $2.62M
|
56.1K
$2.95M
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
38.7KNew |
$1.93M - $1.95M
|
38.7K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.6K+ 31.13% |
$927K - $937K
|
78.2K
$4.11M
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17.5K+ 17.53% |
$872K - $881K
|
117K
$6.16M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.9KNew |
$797K - $805K
|
15.9K
$839K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
14.5KNew |
$724K - $732K
|
14.5K
$763K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
$602K - $609K
|
12.1K
$635K
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.03KNew |
$401K - $405K
|
8.03K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.52K+ 16.51% |
$376K - $380K
|
53.1K
$2.79M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.1K+ 13.31% |
$304K - $308K
|
51.9K
$2.73M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.48KNew |
$224K - $226K
|
4.48K
$236K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.44KNew |
$222K - $224K
|
4.44K
$233K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.15KNew |
$207K - $210K
|
4.15K
$219K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.44K+ 7.47% |
$122K - $123K
|
35.1K
$1.84M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.64K+ 25.3% |
$81.7K - $82.5K
|
8.1K
$426K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.56K+ 6.83% |
$77.9K - $78.7K
|
24.4K
$1.28M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.49K+ 0.42% |
$74.3K - $75K
|
359K
$18.9M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.49K+ 0.42% |
$74.3K - $75K
|
359K
$18.9M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
929+ 1.4% |
$46.4K - $46.9K
|
67.4K
$3.55M
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
713+ 3.25% |
$35.6K - $36K
|
22.7K
$1.19M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
644New |
$32.2K - $32.5K
|
644
$33.9K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
498+ 6.82% |
$24.9K - $25.1K
|
7.8K
$410K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
422+ 0.67% |
$21.1K - $21.3K
|
63.7K
$3.35M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
420+ 1400.0% |
$21K - $21.2K
|
450
$23.7K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
419+ 11.22% |
$20.9K - $21.1K
|
4.15K
$219K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
330+ 5.01% |
$16.5K - $16.7K
|
6.92K
$364K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 0.37% |
$13.9K - $14K
|
75.9K
$3.99M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 4.14% |
$9.99K - $10.1K
|
5.03K
$265K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
167+ 3.96% |
$8.34K - $8.43K
|
4.39K
$231K
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
128+ 1.08% |
$6.39K - $6.46K
|
12K
$631K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68+ 0.53% |
$3.4K - $3.43K
|
12.8K
$673K
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
27+ 0.54% |
$1.35K - $1.36K
|
4.99K
$263K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9+ 0.08% |
$450 - $454
|
11.7K
$616K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.05% |
$300 - $303
|
11.7K
$618K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.04% |
$150 - $151
|
7.51K
$395K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-10- 0.05% |
$500 - $505
|
19.8K
$1.04M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 0.24% |
$1.25K - $1.26K
|
10.3K
$545K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-45- 11.25% |
$2.25K - $2.27K
|
355
$18.7K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-136- 2.82% |
$6.79K - $6.86K
|
4.68K
$246K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-177- 66.54% |
$8.84K - $8.93K
|
89
$4.68K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-252- 11.26% |
$12.6K - $12.7K
|
1.99K
$105K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-305- 49.67% |
$15.2K - $15.4K
|
309
$16.3K
|