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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-400- 7.55% |
$20K - $20.2K
|
4.9K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-566- 1.48% |
$28.3K - $28.6K
|
37.6K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-716- 3.81% |
$35.8K - $36.1K
|
18.1K
$950K
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-716- 3.81% |
$35.8K - $36.1K
|
18.1K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-897- 2.55% |
$44.8K - $45.3K
|
34.3K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-934- 5.46% |
$46.7K - $47.1K
|
16.2K
$851K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-943- 8.49% |
$47.1K - $47.6K
|
10.2K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.41K- 7.27% |
$70.2K - $70.9K
|
17.9K
$943K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.45K- 1.39% |
$72.5K - $73.3K
|
103K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.79K- 33.83% |
$139K - $141K
|
5.45K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.28K- 38.35% |
$164K - $165K
|
5.27K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.39K- 9.68% |
$169K - $171K
|
31.6K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.41K- 5.15% |
$170K - $172K
|
62.8K
$3.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.95K- 24.17% |
$197K - $199K
|
12.4K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.96K- 7.76% |
$198K - $200K
|
47.1K
$2.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.59K- 31.24% |
$229K - $232K
|
10.1K
$532K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-5K- 37.27% |
$250K - $252K
|
8.41K
$442K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.09K- 5.21% |
$254K - $257K
|
92.7K
$4.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.45K- 19.73% |
$272K - $275K
|
22.2K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.56K- 9.48% |
$327K - $331K
|
62.6K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.61K- 8.66% |
$330K - $333K
|
69.7K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-7.32K- 57.21% |
$366K - $369K
|
5.48K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.98K- 2.43% |
$399K - $403K
|
321K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-9.5K- 43.38% |
$474K - $479K
|
12.4K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.58K- 8.58% |
$479K - $484K
|
102K
$5.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11.1K- 63.14% |
$553K - $559K
|
6.47K
$340K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.8K- 70.14% |
$587K - $593K
|
5K
$263K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.8K- 49.5% |
$590K - $597K
|
12.1K
$635K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.9K- 36.63% |
$594K - $600K
|
20.6K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-11.9K- 9.48% |
$594K - $600K
|
114K
$5.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.1K- 29.79% |
$604K - $610K
|
28.5K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-16.8K- 50.9% |
$841K - $850K
|
16.2K
$855K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.5K- 56.17% |
$1.02M - $1.03M
|
16K
$841K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-21.7K- 60.99% |
$1.08M - $1.1M
|
13.9K
$731K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41K- 20.32% |
$2.05M - $2.07M
|
161K
$8.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52.9K- 83.77% |
$2.64M - $2.67M
|
10.2K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94.9K- 24.35% |
$4.74M - $4.79M
|
295K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-147K- 25.78% |
$7.37M - $7.44M
|
425K
$22.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-197K- 11.96% |
$9.82M - $9.92M
|
1.45M
$76.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-250K- 77.67% |
$12.5M - $12.6M
|
71.9K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-273K- 36.94% |
$13.6M - $13.8M
|
466K
$24.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-296K- 90.62% |
$14.8M - $14.9M
|
30.6K
$1.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-507K- 99.07% |
$25.3M - $25.6M
|
4.78K
$252K
|