Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
339KNew |
$16.8M - $17.1M
|
339K
$17.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
125KNew |
$6.18M - $6.3M
|
125K
$6.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
114K+ 106.89% |
$5.63M - $5.74M
|
220K
$11.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
95.1K+ 181.72% |
$4.71M - $4.8M
|
147K
$7.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
81K+ 14.09% |
$4.01M - $4.09M
|
656K
$34.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
79.1KNew |
$3.91M - $3.99M
|
79.1K
$4.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
59.4K+ 192.46% |
$2.94M - $3M
|
90.3K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.3K+ 55.22% |
$2.79M - $2.84M
|
158K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.2K+ 130.98% |
$1.84M - $1.88M
|
65.6K
$3.43M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37K+ 578.84% |
$1.83M - $1.87M
|
43.4K
$2.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.8K+ 10.71% |
$1.77M - $1.81M
|
370K
$19.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
32.3K+ 52.8% |
$1.6M - $1.63M
|
93.5K
$4.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31.2K+ 357.49% |
$1.54M - $1.57M
|
39.9K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
29.9KNew |
$1.48M - $1.51M
|
29.9K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 1318.46% |
$1.32M - $1.35M
|
28.7K
$1.5M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
23.9K+ 160.35% |
$1.18M - $1.21M
|
38.8K
$2.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.3K+ 5.47% |
$1.15M - $1.18M
|
450K
$23.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22.8K+ 125.05% |
$1.13M - $1.15M
|
41.1K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.7KNew |
$976K - $995K
|
19.7K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19.7KNew |
$976K - $995K
|
19.7K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
16.5KNew |
$816K - $832K
|
16.5K
$863K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.5KNew |
$767K - $782K
|
15.5K
$811K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.9K+ 16.71% |
$690K - $703K
|
97.4K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.6K+ 11.53% |
$675K - $688K
|
132K
$6.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$669K - $682K
|
13.5K
$707K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13.3K+ 70.43% |
$658K - $671K
|
32.2K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13KNew |
$644K - $657K
|
13K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.7KNew |
$630K - $642K
|
12.7K
$666K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
9.65KNew |
$478K - $487K
|
9.65K
$505K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.73K+ 7.58% |
$432K - $440K
|
124K
$6.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 43.47% |
$405K - $413K
|
27K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.89K+ 21.14% |
$341K - $348K
|
39.5K
$2.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.74K+ 6.41% |
$334K - $340K
|
112K
$5.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.02KNew |
$298K - $304K
|
6.02K
$315K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.25KNew |
$260K - $265K
|
5.25K
$275K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.08K+ 24.74% |
$251K - $256K
|
25.6K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.06K+ 31.37% |
$251K - $255K
|
21.2K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
4.96KNew |
$246K - $250K
|
4.96K
$260K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.68KNew |
$232K - $236K
|
4.68K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.49K+ 9.47% |
$222K - $227K
|
51.9K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.27KNew |
$212K - $216K
|
4.27K
$224K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.23KNew |
$209K - $213K
|
4.23K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.65K+ 0.41% |
$131K - $134K
|
655K
$34.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.2K+ 7.07% |
$109K - $111K
|
33.3K
$1.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
1.98K+ 42.16% |
$98K - $99.9K
|
6.68K
$349K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.76K+ 19.13% |
$87.1K - $88.8K
|
11K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 8.83% |
$74.6K - $76.1K
|
18.6K
$973K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.35K+ 1.09% |
$66.7K - $68K
|
125K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.2KNew |
$59.2K - $60.4K
|
1.2K
$62.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.08K+ 5.64% |
$53.2K - $54.3K
|
20.1K
$1.05M
|