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 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.83KNew |
$91.3K - $94K
|
1.83K
$98.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
886+ 20.19% |
$44.1K - $45.4K
|
5.27K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
259New |
$12.9K - $13.3K
|
259
$14K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
235New |
$11.7K - $12K
|
235
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$7.27K - $7.48K
|
146
$7.87K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
75New |
$3.73K - $3.84K
|
75
$4.04K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
141KNew |
$7.06M - $7.13M
|
141K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.03KNew |
$401K - $405K
|
8.03K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.48KNew |
$224K - $226K
|
4.48K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.44KNew |
$222K - $224K
|
4.44K
$239K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9+ 0.08% |
$450 - $454
|
11.7K
$631K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
17.4KNew |
$872K - $890K
|
17.4K
$935K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
14.6KNew |
$731K - $746K
|
14.6K
$784K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.31K+ 26.23% |
$417K - $426K
|
40K
$2.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
1.08K+ 12.21% |
$54.1K - $55.2K
|
9.9K
$533K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
693New |
$34.8K - $35.5K
|
693
$37.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
183New |
$9.19K - $9.38K
|
183
$9.86K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
82New |
$4.12K - $4.2K
|
82
$4.42K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13New |
$653 - $666
|
13
$700
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
8.58K+ 20.26% |
$427K - $438K
|
51K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.62KNew |
$329K - $338K
|
6.62K
$356K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3KNew |
$149K - $153K
|
3K
$162K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
921New |
$45.8K - $47K
|
921
$49.6K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
100+ 0.1% |
$4.97K - $5.1K
|
105K
$5.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6New |
$298 - $306
|
6
$323
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5New |
$249 - $255
|
5
$269
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4New |
$199 - $204
|
4
$215
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$149 - $153
|
3
$162
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
125KNew |
$6.18M - $6.3M
|
125K
$6.73M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.5KNew |
$767K - $782K
|
15.5K
$835K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
13.5KNew |
$669K - $682K
|
13.5K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
4.96KNew |
$246K - $250K
|
4.96K
$267K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.68KNew |
$232K - $236K
|
4.68K
$252K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.23KNew |
$209K - $213K
|
4.23K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
4KNew |
$198K - $202K
|
4K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
145New |
$7.18K - $7.32K
|
145
$7.81K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
90New |
$4.46K - $4.54K
|
90
$4.85K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
89New |
$4.41K - $4.49K
|
89
$4.79K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
801KNew |
$39.6M - $42.6M
|
801K
$43.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.7K+ 73.82% |
$724K - $779K
|
34.5K
$1.86M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.82KNew |
$386K - $416K
|
7.82K
$421K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.73KNew |
$382K - $411K
|
7.73K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.16KNew |
$305K - $328K
|
6.16K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.08K+ 36.3% |
$300K - $323K
|
22.8K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3.02K+ 4.32% |
$149K - $161K
|
73K
$3.93M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
451+ 8.72% |
$22.3K - $24K
|
5.62K
$303K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
336New |
$16.6K - $17.9K
|
336
$18.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
149New |
$7.36K - $7.93K
|
149
$8.03K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.52% |
$49.4 - $53.2
|
193
$10.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 1.54% |
$49.4 - $53.2
|
66
$3.56K
|
|