Who owns PIMCO 1-5 Year US TIPS Index Fund?
- Ticker: STPZ
- CUSIP Number: 72201R205
Tip: Access positions for across all investors
Analyze quarterly positions in PIMCO 1-5 Year US TIPS Index Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of PIMCO 1-5 Year US TIPS Index Fund stock
Who bought or sold PIMCO 1-5 Year US TIPS Index Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.1M | $97M | -23% | Mar 2024 |
|
| Bank of America Corporation | 778k | $40M | -17% | Mar 2024 |
|
| Ameritas Advisory Services | 536k | $27M | -34% | Dec 2023 |
|
| Sawtooth Asset Management | 428k | $22M | 19% | Dec 2023 |
|
| Simplicity Wealth | 373k | $19M | 100% | Mar 2024 |
|
| Bleakley Financial Group | 373k | $19M | -13% | Mar 2024 |
|
| LPL Financial | 298k | $15M | -7% | Mar 2024 |
|
| Wells Fargo & Company | 280k | $14M | -4% | Mar 2024 |
|
| Royal Bank of Canada | 265k | $14M | 17% | Mar 2024 |
|
| Tiaa Trust, National Association | 259k | $13M | 1% | Mar 2024 |
|
| Bank of Nova Scotia | 215k | $11M | 100% | Dec 2023 |
|
| Pasadena Private Wealth | 169k | $8.7M | 100% | Mar 2024 |
|
| Susquehanna International | 144k | $7.4M | 172% | Mar 2024 |
|
| Kelman-Lazarov | 142k | $7.3M | 4% | Mar 2024 |
|
| Beacon Pointe Advisors | 140k | $7.1M | -10% | Dec 2023 |
|
| Envestnet Asset Management | 138k | $7.1M | -14% | Mar 2024 |
|
| Jane Street | 121k | $6.2M | 57% | Mar 2024 |
|
| Archvest Wealth Advisors | 102k | $5.3M | -4% | Mar 2024 |
|
| Lutz Financial Services | 96k | $4.9M | -1% | Mar 2024 |
|
| Ameriprise Financial | 94k | $4.9M | -80% | Mar 2024 |
|
| UBS Group | 92k | $4.7M | -1% | Mar 2024 |
|
| Sigma Planning | 79k | $4.1M | 141% | Mar 2024 |
|
| Kestra Advisory Services | 68k | $3.5M | 100% | Dec 2023 |
|
| Citadel Advisors | 60k | $3.1M | 114% | Mar 2024 |
|
| Commonwealth Equity Services | 59k | $3.1M | -10% | Mar 2024 |
|
| Financial Gravity Wealth | 56k | $87M | 0% | Dec 2023 |
|
| Arbor Investment Advisors | 56k | $2.9M | 57% | Mar 2024 |
|
| Stifel Financial | 55k | $2.8M | -7% | Mar 2024 |
|
| Branch Banking & Trust Company | 55k | $2.8M | -5% | Mar 2024 |
|
| Great Valley Advisor Group | 47k | $2.4M | -44% | Mar 2024 |
|
| Captrust Financial Advisors | 47k | $2.4M | -16% | Mar 2024 |
|
| InterOcean Capital Group | 45k | $2.3M | -13% | Dec 2023 |
|
| Goldman Sachs Group | 37k | $1.9M | 56% | Mar 2024 |
|
| Relative Value Partners | 37k | $1.9M | 0% | Mar 2024 |
|
| Buckingham Asset Management | 36k | $1.8M | -9% | Mar 2024 |
|
| Advisor Group Holdings | 32k | $1.6M | -28% | Mar 2024 |
|
| Jpmorgan Chase & Co | 28k | $1.4M | -5% | Mar 2024 |
|
| Concurrent Investment Advisors | 27k | $1.4M | 121% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 25k | $1.3M | -8% | Mar 2024 |
|
| Essential Planning | 25k | $1.3M | 26% | Mar 2024 |
|
| Gladstone Institutional Advisory | 25k | $1.3M | 2% | Dec 2023 |
|
| Herold Advisors | 24k | $1.2M | 5% | Mar 2024 |
|
| Lantern Wealth Advisors | 22k | $1.1M | 100% | Dec 2023 |
|
| Steward Partners Investment Advisory | 21k | $1.1M | -65% | Mar 2024 |
|
| Stratos Wealth Advisors | 20k | $1.0M | 11% | Mar 2024 |
|
| Hanson McClain Advisors | 19k | $987k | -8% | Mar 2024 |
|
| Fiduciary Trust Company | 19k | $948k | 3% | Dec 2023 |
|
| Burt Wealth Advisors | 17k | $866k | -4% | Mar 2024 |
|
| Alesco Advisors | 17k | $861k | 0% | Mar 2024 |
|
| Sowell Financial Services | 17k | $853k | -35% | Mar 2024 |
|
| Grubman Wealth Management | 16k | $825k | -1% | Dec 2023 |
|
| MAS Advisors | 15k | $767k | 0% | Mar 2024 |
|
| Eagle Strategies | 13k | $659k | 100% | Mar 2024 |
|
| Vertex Planning Partners | 12k | $596k | 0% | Mar 2024 |
|
| Gould Asset Management | 12k | $595k | -11% | Mar 2024 |
|
| Archetype Wealth Partners | 12k | $587k | -7% | Dec 2023 |
|
| Cherry Tree Wealth Management | 11k | $563k | 0% | Mar 2024 |
|
| Delap Wealth Advisory | 10k | $523k | 100% | Dec 2023 |
|
| Courage Miller Partners | 10k | $524k | 0% | Mar 2024 |
|
| Rehmann Capital Advisory | 9.7k | $501k | 0% | Mar 2024 |
|
| Dimension Capital Management Partners | 9.4k | $484k | 0% | Mar 2024 |
|
| Regal Investment Advisors | 8.5k | $439k | 5% | Mar 2024 |
|
| Raymond James & Associates | 8.3k | $428k | 5% | Mar 2024 |
|
| Financial Advocates Investment Management | 8.0k | $411k | -3% | Mar 2024 |
|
| Tyche Wealth Partners | 7.9k | $407k | -16% | Mar 2024 |
|
| Private Advisor | 7.5k | $387k | 0% | Mar 2024 |
|
| Lincoln National | 7.1k | $365k | 0% | Mar 2024 |
|
| Mercer Global Advisors | 6.7k | $346k | -12% | Mar 2024 |
|
| Diversified Trust Company | 6.3k | $326k | 0% | Mar 2024 |
|
| Evanson Asset Management | 6.3k | $325k | 0% | Mar 2024 |
|
| Marathon Strategic Advisors | 6.3k | $324k | -9% | Mar 2024 |
|
| Atria Wealth Solutions | 6.2k | $319k | -3% | Mar 2024 |
|
| HighTower Advisors | 5.1k | $261k | -16% | Mar 2024 |
|
| Atwood & Palmer | 4.9k | $252k | 0% | Mar 2024 |
|
| Columbus Macro | 4.8k | $248k | 0% | Mar 2024 |
|
| LWS Wealth Advisors | 4.6k | $237k | -7% | Dec 2023 |
|
| Peapack Gladstone Financial Corp | 4.6k | $235k | -13% | Mar 2024 |
|
| H D Vest Advisory Services | 4.5k | $234k | 9% | Mar 2024 |
|
| PFG Advisors | 4.5k | $234k | -16% | Mar 2024 |
|
| Krasney Financial | 4.5k | $231k | -1% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 4.4k | $225k | -77% | Mar 2024 |
|
| Excalibur Management Corporation | 4.0k | $204k | -6% | Mar 2024 |
|
| Spire Wealth Management | 3.3k | $169k | -21% | Mar 2024 |
|
| CWM | 2.2k | $112k | -28% | Mar 2024 |
|
| Brian McDonald | 1.7k | $88k | -88% | Mar 2024 |
|
| Plante Moran Financial Advisors | 950.00 | $49k | 100% | Mar 2024 |
|
| Principal Securities | 917.00 | $47k | -9% | Mar 2024 |
|
| William Blair $ Company | 645.00 | $33k | 0% | Mar 2024 |
|
| PrairieView Partners | 477.00 | $25k | 0% | Mar 2024 |
|
| Pinnacle Bank | 455.00 | $23k | 0% | Mar 2024 |
|
| Cape Investment Advisory | 444.00 | $23k | 399% | Dec 2023 |
|
| Federation des caisses Desjardins du Quebec | 413.00 | $21k | 100% | Mar 2024 |
|
| Princeton Global Asset Management | 310.00 | $16k | 0% | Mar 2024 |
|
| Tidemark | 259.00 | $13k | 0% | Mar 2024 |
|
| ICA Group Wealth Management | 235.00 | $12k | 0% | Mar 2024 |
|
| Ronald Blue Trust | 192.00 | $9.9k | 100% | Mar 2024 |
|
| McIlrath & Eck | 178.00 | $9.1k | 0% | Mar 2024 |
|
| Studio Investment Management | 174.00 | $9.0k | 0% | Mar 2024 |
|
| First Manhattan | 113.00 | $5.8k | 0% | Mar 2024 |
|
| Hollencrest Securities | 90.00 | $4.6k | 0% | Mar 2024 |
|
| EnRich Financial Partners | 89.00 | $4.6k | 100% | Mar 2024 |
|
| Element Wealth | 82.00 | $4.2k | 0% | Mar 2024 |
|
| Rosenberg Matthew Hamilton | 63.00 | $3.2k | 0% | Mar 2024 |
|
| Tower Research Capital | 9.00 | $464.000400 | 100% | Mar 2024 |
|
| FMR | 1.00 | $52.000000 | 100% | Mar 2024 |
|
Who sold out of PIMCO 1-5 Year US TIPS Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Buckingham Strategic Partners | Dec 2023 | 72k | $3.7M |
| Flow Traders US | Dec 2023 | 60k | $3.1M |
| WBI Investments | Dec 2023 | 8.5k | $435k |
| Dynamic Advisors Solutions | Dec 2023 | 7.2k | $370k |
| Founders Financial Securities | Dec 2023 | 6.5k | $334k |
| Davenport & Co | Dec 2023 | 5.3k | $270k |
| Hrt Financial | Dec 2023 | 3.9k | $201k |
| Newbridge Financial Services Group | Dec 2023 | 2.7k | $138k |
| TD Capital Management | Dec 2023 | 2.0k | $102k |
| Bank Of Montreal | Dec 2023 | 2.0k | $102k |
| Sage Mountain Advisors | Dec 2023 | 1.8k | $94k |
| Smithfield Trust Company | Dec 2023 | 558.00 | $29k |
| Northwestern Mutual Wealth Management Company | Sep 2023 | 450.00 | $23k |
| Focused Wealth Management | Dec 2023 | 340.00 | $17k |
| Goss Wealth Management | Sep 2023 | 281.00 | $14k |
| Penserra Capital Management | Dec 2023 | 146.00 | $7.0k |
| BKM Wealth Management | Dec 2023 | 75.00 | $3.8k |