Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
75New |
$3.73K - $3.84K
|
75
$3.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
60+ 0.06% |
$2.99K - $3.07K
|
92.8K
$4.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.6% |
$597 - $615
|
2K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$498 - $512
|
10
$527
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$199 - $205
|
4.16K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.04% |
$149 - $154
|
7.51K
$396K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.32% |
$49.8 - $51.2
|
310
$16.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-10- 0.24% |
$498 - $512
|
4.14K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15- 4.23% |
$747 - $769
|
340
$17.9K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-74- 15.2% |
$3.68K - $3.79K
|
413
$21.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-120- 65.57% |
$5.97K - $6.15K
|
63
$3.32K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-121- 0.74% |
$6.02K - $6.2K
|
16.1K
$851K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-139- 2.97% |
$6.92K - $7.12K
|
4.54K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-169- 37.56% |
$8.41K - $8.66K
|
281
$14.8K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-208- 1.63% |
$10.4K - $10.7K
|
12.6K
$664K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-251- 34.48% |
$12.5K - $12.9K
|
477
$25.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-280- 6.26% |
$13.9K - $14.3K
|
4.2K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-358- 7.17% |
$17.8K - $18.3K
|
4.63K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-424- 3.54% |
$21.1K - $21.7K
|
11.6K
$610K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-590- 8.53% |
$29.4K - $30.2K
|
6.33K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-792- 9.41% |
$39.4K - $40.6K
|
7.63K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-916- 7.39% |
$45.6K - $46.9K
|
11.5K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1K- 2.66% |
$49.8K - $51.2K
|
36.6K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.13K- 0.35% |
$56.1K - $57.7K
|
320K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.18K- 4.14% |
$58.7K - $60.5K
|
27.3K
$1.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.39K- 6.74% |
$69K - $71K
|
19.2K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.43K- 6.42% |
$70.9K - $73K
|
20.8K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.6K- 15.88% |
$79.8K - $82.2K
|
8.5K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.75K- 36.57% |
$87.1K - $89.6K
|
3.03K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.17K- 6.86% |
$108K - $111K
|
29.4K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.31K- 22.52% |
$115K - $118K
|
7.94K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-2.35K- 6.08% |
$117K - $120K
|
36.3K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.78K- 4.43% |
$139K - $143K
|
60K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.8K- 19.29% |
$139K - $143K
|
11.7K
$617K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.03K- 35.99% |
$151K - $155K
|
5.38K
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.11K- 30.01% |
$155K - $159K
|
7.24K
$382K
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.16K- 17.49% |
$157K - $162K
|
14.9K
$786K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.16K- 17.49% |
$157K - $162K
|
14.9K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.57K- 7.17% |
$227K - $234K
|
59.2K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.65K- 39.61% |
$231K - $238K
|
7.09K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.83K- 7.71% |
$240K - $247K
|
57.8K
$3.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.23K- 17.07% |
$260K - $268K
|
25.4K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.56K- 5.42% |
$277K - $285K
|
97.1K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.31K- 8.77% |
$314K - $323K
|
65.6K
$3.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-6.59K- 5.8% |
$328K - $338K
|
107K
$5.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.8K- 13.1% |
$338K - $348K
|
45.1K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.5K- 17.02% |
$571K - $588K
|
55.9K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 10.03% |
$775K - $798K
|
140K
$7.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 10.58% |
$847K - $872K
|
144K
$7.58M
|