Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.48M+ 5839.08% |
$77.1M - $78.1M
|
1.5M
$79.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
282K+ 136.16% |
$14.7M - $14.9M
|
489K
$25.9M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
129KNew |
$6.71M - $6.8M
|
129K
$6.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.2KNew |
$4.66M - $4.72M
|
89.2K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
83.6K+ 336.62% |
$4.36M - $4.42M
|
108K
$5.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
54.3K+ 28.75% |
$2.83M - $2.87M
|
243K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.8K+ 15.72% |
$2.18M - $2.21M
|
308K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.4KNew |
$803K - $813K
|
15.4K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 2.85% |
$710K - $719K
|
491K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
10.7KNew |
$556K - $563K
|
10.7K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.48KNew |
$495K - $501K
|
9.48K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
8.61KNew |
$450K - $455K
|
8.61K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.53KNew |
$341K - $345K
|
6.53K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.44KNew |
$284K - $288K
|
5.44K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
5.07KNew |
$265K - $268K
|
5.07K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5KNew |
$261K - $264K
|
5K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.71K+ 5.74% |
$246K - $249K
|
86.8K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.48K+ 16.83% |
$234K - $237K
|
31.1K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.35K+ 396.95% |
$122K - $124K
|
2.94K
$156K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.08K+ 0.75% |
$108K - $110K
|
280K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.96KNew |
$102K - $103K
|
1.96K
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.63K+ 9.49% |
$85.1K - $86.2K
|
18.8K
$997K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.57K+ 17.8% |
$81.7K - $82.8K
|
10.4K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 3.66% |
$65.1K - $65.9K
|
35.4K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03KNew |
$53.7K - $54.4K
|
1.03K
$54.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
902+ 21.45% |
$47.1K - $47.7K
|
5.11K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
888+ 81.24% |
$46.3K - $46.9K
|
1.98K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
868+ 10.7% |
$45.3K - $45.9K
|
8.98K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
805+ 7.4% |
$42K - $42.6K
|
11.7K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
605+ 2.82% |
$31.6K - $32K
|
22K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
563New |
$29.4K - $29.8K
|
563
$29.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450New |
$23.5K - $23.8K
|
450
$23.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
215+ 5.13% |
$11.2K - $11.4K
|
4.4K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
195New |
$10.2K - $10.3K
|
195
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
60+ 1.02% |
$3.13K - $3.17K
|
5.95K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37+ 0.32% |
$1.93K - $1.96K
|
11.6K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10+ 0.2% |
$522 - $529
|
5.06K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$52.2 - $52.9
|
4.64K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.34% |
$52.2 - $52.9
|
291
$15.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1- 1.12% |
$52.2 - $52.9
|
88
$4.66K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$157 - $159
|
10.1K
$535K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13- 52.0% |
$678 - $687
|
12
$636
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-30- 0.2% |
$1.57K - $1.59K
|
15K
$794K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73- 1.3% |
$3.81K - $3.86K
|
5.53K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-125- 1.57% |
$6.52K - $6.61K
|
7.86K
$417K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-126- 26.47% |
$6.58K - $6.66K
|
350
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-143- 1.12% |
$7.46K - $7.56K
|
12.7K
$672K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-149- 2.38% |
$7.78K - $7.88K
|
6.12K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-166- 1.97% |
$8.66K - $8.78K
|
8.27K
$438K
|