Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
69.4KNew |
$3.57M - $3.68M
|
69.4K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
39.4K+ 26.35% |
$2.02M - $2.08M
|
189K
$9.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36.3KNew |
$1.87M - $1.92M
|
36.3K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.3KNew |
$1.15M - $1.18M
|
22.3K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.4KNew |
$1.1M - $1.14M
|
21.4K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
8.8KNew |
$453K - $466K
|
8.8K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.61K+ 17.27% |
$443K - $456K
|
58.4K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.86KNew |
$353K - $363K
|
6.86K
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5.53K+ 7.22% |
$284K - $293K
|
82.1K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.14KNew |
$213K - $219K
|
4.14K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 12.26% |
$192K - $197K
|
34.1K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.17K+ 8.86% |
$112K - $115K
|
26.6K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.17K+ 8.86% |
$112K - $115K
|
26.6K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.79K+ 2.34% |
$92.2K - $94.9K
|
78.5K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.67K+ 11.12% |
$86K - $88.5K
|
16.7K
$875K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
290New |
$14.9K - $15.4K
|
290
$15.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
116+ 24.42% |
$5.97K - $6.14K
|
591
$30.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
108+ 1.4% |
$5.56K - $5.72K
|
7.82K
$409K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
83New |
$4.27K - $4.4K
|
83
$4.35K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
70+ 1.45% |
$3.6K - $3.71K
|
4.89K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
69+ 1.18% |
$3.55K - $3.65K
|
5.89K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
65New |
$3.34K - $3.44K
|
65
$3.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48+ 0.42% |
$2.47K - $2.54K
|
11.6K
$605K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39New |
$2.01K - $2.07K
|
39
$2.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 1.3% |
$720 - $741
|
1.09K
$57.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$669 - $688
|
13
$681
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 0.09% |
$515 - $530
|
10.9K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 4.17% |
$51.5 - $53
|
25
$1.31K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$51.5 - $53
|
4.69K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27- 0.64% |
$1.39K - $1.43K
|
4.19K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44- 0.55% |
$2.26K - $2.33K
|
7.98K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 0.76% |
$6.95K - $7.15K
|
17.6K
$923K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-159- 25.04% |
$8.18K - $8.42K
|
476
$24.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-253- 5.68% |
$13K - $13.4K
|
4.21K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-263- 0.82% |
$13.5K - $13.9K
|
31.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-306- 0.41% |
$15.7K - $16.2K
|
73.5K
$3.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-469- 8.5% |
$24.1K - $24.8K
|
5.05K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-471- 7.89% |
$24.2K - $24.9K
|
5.5K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-509- 11.11% |
$26.2K - $27K
|
4.07K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-548- 2.62% |
$28.2K - $29K
|
20.4K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-696- 0.19% |
$35.8K - $36.9K
|
370K
$19.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-836- 3.2% |
$43K - $44.3K
|
25.3K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-900- 14.75% |
$46.3K - $47.7K
|
5.2K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-967- 10.28% |
$49.8K - $51.2K
|
8.44K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 16.87% |
$61.9K - $63.7K
|
5.93K
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.73K- 17.58% |
$89.1K - $91.7K
|
8.11K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.85K- 1.72% |
$94.9K - $97.7K
|
105K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.92K- 20.38% |
$98.5K - $101K
|
7.48K
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.01K- 12.04% |
$103K - $107K
|
14.7K
$769K
|