Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.04K+ 12.55% |
$51.3K - $55.3K
|
9.32K
$495K
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
969+ 8.43% |
$47.9K - $51.5K
|
12.5K
$662K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
952+ 103.37% |
$47K - $50.6K
|
1.87K
$99.5K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
644New |
$31.8K - $34.3K
|
644
$34.2K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
480+ 1.57% |
$23.7K - $25.5K
|
31.1K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
451+ 8.72% |
$22.3K - $24K
|
5.62K
$299K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
404New |
$20K - $21.5K
|
404
$21.5K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
360+ 8.34% |
$17.8K - $19.1K
|
4.67K
$248K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
336New |
$16.6K - $17.9K
|
336
$17.9K
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
231+ 1.68% |
$11.4K - $12.3K
|
14K
$744K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
149New |
$7.36K - $7.93K
|
149
$7.92K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115New |
$5.68K - $6.12K
|
115
$6.11K
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
61+ 1.21% |
$3.01K - $3.24K
|
5.1K
$271K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40+ 210.53% |
$1.98K - $2.13K
|
59
$3.13K
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
24New |
$1.19K - $1.28K
|
24
$1.28K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 2.51% |
$1.19K - $1.28K
|
982
$52.2K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.32% |
$1.14K - $1.22K
|
7.24K
$385K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15+ 2.53% |
$741 - $798
|
609
$32.4K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.07% |
$395 - $426
|
10.8K
$576K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.44% |
$98.8 - $106
|
457
$24.3K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2New |
$98.8 - $106
|
2
$106
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 1.54% |
$49.4 - $53.2
|
66
$3.51K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.52% |
$49.4 - $53.2
|
193
$10.3K
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.0% |
$49.4 - $53.2
|
26.9K
$1.43M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.02% |
$49.4 - $53.2
|
4.72K
$251K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-228- 41.83% |
$11.3K - $12.1K
|
317
$16.8K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-265- 7.06% |
$13.1K - $14.1K
|
3.49K
$185K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-280Closed |
$13.8K - $14.9K
|
0
$0
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-378- 1.73% |
$18.7K - $20.1K
|
21.4K
$1.14M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-378- 1.73% |
$18.7K - $20.1K
|
21.4K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-539- 2.9% |
$26.6K - $28.7K
|
18K
$958K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.34K- 3.68% |
$66.3K - $71.4K
|
35.2K
$1.87M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.63K- 2.81% |
$80.6K - $86.8K
|
56.3K
$2.99M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.73K- 19.89% |
$85.5K - $92.1K
|
6.97K
$370K
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.03K- 4.52% |
$100K - $108K
|
42.9K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.2K- 12.0% |
$109K - $117K
|
16.1K
$857K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.47K- 29.9% |
$122K - $131K
|
5.79K
$308K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.9K- 23.98% |
$143K - $154K
|
9.2K
$489K
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-3.22K- 2.54% |
$159K - $171K
|
124K
$6.56M
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-3.25K- 1.65% |
$161K - $173K
|
194K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.11K- 10.44% |
$203K - $219K
|
35.3K
$1.87M
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.81K- 7.75% |
$337K - $362K
|
81K
$4.3M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.8K- 2.28% |
$385K - $415K
|
334K
$17.7M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.38K- 2.9% |
$463K - $499K
|
314K
$16.7M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10.1K- 10.81% |
$499K - $538K
|
83.4K
$4.43M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.5K- 9.1% |
$569K - $613K
|
115K
$6.11M
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-13.6K- 5.63% |
$673K - $725K
|
228K
$12.1M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.2K- 17.41% |
$950K - $1.02M
|
91.2K
$4.85M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.6K- 17.21% |
$1.21M - $1.31M
|
118K
$6.28M
|