Latest Institutional Purchases of Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This list provides information on the latest institutional transactions involving Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.73K+ 7.58% |
$432K - $440K
|
124K
$6.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
4.96KNew |
$246K - $250K
|
4.96K
$263K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.68KNew |
$232K - $236K
|
4.68K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.23KNew |
$209K - $213K
|
4.23K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
4KNew |
$198K - $202K
|
4K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
327New |
$16.2K - $16.5K
|
327
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
145New |
$7.18K - $7.32K
|
145
$7.69K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
90New |
$4.46K - $4.54K
|
90
$4.77K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
89New |
$4.41K - $4.49K
|
89
$4.72K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
43New |
$2.13K - $2.17K
|
43
$2.28K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
801KNew |
$39.6M - $42.6M
|
801K
$42.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.7K+ 73.82% |
$724K - $779K
|
34.5K
$1.83M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.82KNew |
$386K - $416K
|
7.82K
$414K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.73KNew |
$382K - $411K
|
7.73K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.16KNew |
$305K - $328K
|
6.16K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.08K+ 36.3% |
$300K - $323K
|
22.8K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3.02K+ 4.32% |
$149K - $161K
|
73K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
451+ 8.72% |
$22.3K - $24K
|
5.62K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
404New |
$20K - $21.5K
|
404
$21.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
336New |
$16.6K - $17.9K
|
336
$17.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
149New |
$7.36K - $7.93K
|
149
$7.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.52% |
$49.4 - $53.2
|
193
$10.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 1.54% |
$49.4 - $53.2
|
66
$3.5K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$612K - $637K
|
11.7K
$622K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
10.9KNew |
$568K - $591K
|
10.9K
$577K
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
BUY
|
- |
7.24K+ 3.32% |
$378K - $393K
|
226K
$12M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.26K+ 467.32% |
$275K - $286K
|
6.39K
$339K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.22KNew |
$220K - $229K
|
4.22K
$223K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.88KNew |
$202K - $210K
|
3.88K
$205K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
982New |
$51.2K - $53.3K
|
982
$52.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
417New |
$21.8K - $22.6K
|
417
$22.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
200New |
$10.4K - $10.9K
|
200
$10.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
174New |
$9.08K - $9.45K
|
174
$9.22K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 7.79% |
$1.98K - $2.06K
|
526
$27.9K
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5.42KNew |
$292K - $301K
|
5.42K
$287K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
6.32KNew |
$346K - $352K
|
6.32K
$335K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
921New |
$50.4K - $51.2K
|
921
$48.8K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.75KNew |
$151K - $153K
|
2.75K
$146K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.92KNew |
$209K - $212K
|
3.92K
$208K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
113New |
$6.01K - $6.13K
|
113
$5.99K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
266+ 0.3% |
$13.7K - $14.2K
|
87.7K
$4.65M
|
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
95+ 20.52% |
$4.91K - $5.06K
|
558
$29.6K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
28.4KNew |
N/A
|
28.4K
$1.51M
|
|
|
Jul 25, 2019
Q2 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
N/A
|
200
$10.6K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$53
|
|