Latest Institutional Transactions on Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
14.6KNew |
$731K - $746K
|
14.6K
$762K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-46- 0.33% |
$2.31K - $2.36K
|
13.7K
$719K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.3K- 95.76% |
$519K - $530K
|
458
$24K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-200- 2.44% |
$10K - $10.2K
|
8K
$418K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
82New |
$4.12K - $4.2K
|
82
$4.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.31K+ 26.23% |
$417K - $426K
|
40K
$2.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
17.4KNew |
$872K - $890K
|
17.4K
$908K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.2K- 5.34% |
$565K - $576K
|
199K
$10.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.86K- 11.65% |
$194K - $198K
|
29.3K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
183New |
$9.19K - $9.38K
|
183
$9.57K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7- 0.16% |
$352 - $359
|
4.27K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-489- 0.33% |
$24.6K - $25.1K
|
149K
$7.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.71K- 50.37% |
$85.7K - $87.4K
|
1.68K
$87.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-770- 2.63% |
$38.7K - $39.5K
|
28.5K
$1.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13New |
$653 - $666
|
13
$680
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
1.08K+ 12.21% |
$54.1K - $55.2K
|
9.9K
$518K
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-83- 0.19% |
$4.17K - $4.25K
|
43.4K
$2.27M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
693New |
$34.8K - $35.5K
|
693
$36.3K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.01K- 19.19% |
$50.8K - $51.9K
|
4.26K
$223K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3KNew |
$149K - $153K
|
3K
$157K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
921New |
$45.8K - $47K
|
921
$48.2K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
100+ 0.1% |
$4.97K - $5.1K
|
105K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.23K- 16.39% |
$161K - $165K
|
16.5K
$863K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.23K- 16.39% |
$161K - $165K
|
16.5K
$863K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.5K- 20.2% |
$522K - $536K
|
41.5K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.58K+ 20.26% |
$427K - $438K
|
51K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19- 10.67% |
$945 - $970
|
159
$8.32K
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-325K- 97.29% |
$16.1M - $16.6M
|
9.03K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-57- 8.12% |
$2.83K - $2.91K
|
645
$33.7K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 61.56% |
$22.4K - $23K
|
281
$14.7K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.62KNew |
$329K - $338K
|
6.62K
$346K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$149 - $153
|
3
$157
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5New |
$249 - $255
|
5
$262
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4New |
$199 - $204
|
4
$209
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-88- 33.08% |
$4.38K - $4.49K
|
178
$9.31K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-10K- 57.5% |
$497K - $510K
|
7.39K
$387K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6New |
$298 - $306
|
6
$314
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50.8K- 89.03% |
$2.52M - $2.59M
|
6.25K
$327K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.5KNew |
$767K - $782K
|
15.5K
$811K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
145New |
$7.18K - $7.32K
|
145
$7.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
4KNew |
$198K - $202K
|
4K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
4.96KNew |
$246K - $250K
|
4.96K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
327New |
$16.2K - $16.5K
|
327
$17.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
43New |
$2.13K - $2.17K
|
43
$2.25K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-64- 1.48% |
$3.17K - $3.23K
|
4.25K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.23KNew |
$209K - $213K
|
4.23K
$221K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 0.61% |
$297 - $303
|
976
$51.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
90New |
$4.46K - $4.54K
|
90
$4.71K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.73K+ 7.58% |
$432K - $440K
|
124K
$6.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
125KNew |
$6.18M - $6.3M
|
125K
$6.53M
|
|