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 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
925+ 0.58% |
$45.8K - $46.7K
|
159K
$8.34M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
731New |
$36.2K - $36.9K
|
731
$38.3K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
540+ 1.54% |
$26.7K - $27.3K
|
35.7K
$1.87M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
381+ 2.32% |
$18.9K - $19.2K
|
16.8K
$879K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
362New |
$17.9K - $18.3K
|
362
$19K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
327New |
$16.2K - $16.5K
|
327
$17.1K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
262+ 13.36% |
$13K - $13.2K
|
2.22K
$116K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
204+ 4.36% |
$10.1K - $10.3K
|
4.88K
$255K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
183+ 0.85% |
$9.06K - $9.24K
|
21.6K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
145New |
$7.18K - $7.32K
|
145
$7.59K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
143+ 242.37% |
$7.08K - $7.22K
|
202
$10.6K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
97+ 1.04% |
$4.8K - $4.9K
|
9.42K
$493K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
90New |
$4.46K - $4.54K
|
90
$4.71K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
89New |
$4.41K - $4.49K
|
89
$4.66K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
57+ 8.84% |
$2.82K - $2.88K
|
702
$36.7K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
43New |
$2.13K - $2.17K
|
43
$2.25K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13New |
$644 - $656
|
13
$681
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 0.61% |
$297 - $303
|
976
$51.1K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11- 5.82% |
$545 - $555
|
178
$9.32K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-24- 0.34% |
$1.19K - $1.21K
|
6.95K
$364K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-64- 1.48% |
$3.17K - $3.23K
|
4.25K
$223K
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-71- 0.46% |
$3.51K - $3.58K
|
15.5K
$811K
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-75- 1.51% |
$3.71K - $3.79K
|
4.9K
$256K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-102- 3.81% |
$5.05K - $5.15K
|
2.58K
$135K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-121- 0.88% |
$5.99K - $6.11K
|
13.6K
$713K
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-126- 1.07% |
$6.24K - $6.36K
|
11.6K
$608K
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-171- 3.35% |
$8.46K - $8.63K
|
4.93K
$258K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-176- 1.26% |
$8.71K - $8.88K
|
13.8K
$723K
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-215- 1.72% |
$10.6K - $10.9K
|
12.3K
$641K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-246- 0.58% |
$12.2K - $12.4K
|
42.4K
$2.22M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-470- 13.48% |
$23.3K - $23.7K
|
3.02K
$158K
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-543- 1.23% |
$26.9K - $27.4K
|
43.5K
$2.28M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-725- 69.44% |
$35.9K - $36.6K
|
319
$16.7K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-937- 12.94% |
$46.4K - $47.3K
|
6.31K
$330K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-952- 50.83% |
$47.1K - $48K
|
921
$48.2K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 2.61% |
$57.6K - $58.7K
|
43.4K
$2.27M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.26K- 63.4% |
$62.4K - $63.6K
|
728
$38.1K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.7K- 17.17% |
$84.2K - $85.8K
|
8.2K
$429K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.94K- 19.16% |
$146K - $149K
|
12.4K
$650K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.66K- 16.12% |
$181K - $185K
|
19.1K
$998K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.86K- 8.8% |
$191K - $195K
|
40K
$2.09M
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.09K- 9.53% |
$202K - $206K
|
38.8K
$2.03M
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-4.28K- 9.83% |
$212K - $216K
|
39.3K
$2.06M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-6.08K- 11.39% |
$301K - $307K
|
47.3K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.62K- 36.73% |
$328K - $334K
|
11.4K
$597K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.7K- 8.88% |
$332K - $338K
|
68.8K
$3.6M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.53K- 11.66% |
$372K - $380K
|
57K
$2.99M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 12.35% |
$557K - $568K
|
80K
$4.19M
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18.8K- 53.32% |
$931K - $949K
|
16.5K
$862K
|