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
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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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 932k | $48M | -20% | Dec 2023 |
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| Ameritas Advisory Services | 536k | $27M | -34% | Dec 2023 |
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| Bleakley Financial Group | 428k | $22M | 19% | Dec 2023 |
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| Sawtooth Asset Management | 428k | $22M | 19% | Dec 2023 |
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| Wells Fargo & Company | 292k | $15M | -31% | Dec 2023 |
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| Tiaa Trust, National Association | 256k | $13M | 34% | Dec 2023 |
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| Royal Bank of Canada | 226k | $12M | -23% | Dec 2023 |
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| Bank of Nova Scotia | 215k | $11M | 100% | Dec 2023 |
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| Pasadena Private Wealth | 169k | $8.7M | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 140k | $7.1M | -10% | Dec 2023 |
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| Kelman-Lazarov | 137k | $7.0M | 17% | Dec 2023 |
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| Archvest Wealth Advisors | 107k | $5.5M | -6% | Dec 2023 |
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| Lutz Financial Services | 97k | $5.0M | -5% | Dec 2023 |
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| UBS Group | 93k | $4.7M | 0% | Dec 2023 |
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| Great Valley Advisor Group | 84k | $4.3M | 12% | Dec 2023 |
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| Jane Street | 77k | $3.9M | -84% | Dec 2023 |
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| Buckingham Strategic Partners | 72k | $3.7M | 3% | Dec 2023 |
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| Kestra Advisory Services | 68k | $3.5M | 100% | Dec 2023 |
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| Commonwealth Equity Services | 66k | $3.4M | -9% | Dec 2023 |
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| Flow Traders US | 60k | $3.1M | -23% | Dec 2023 |
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| Steward Partners Investment Advisory | 60k | $3.1M | -4% | Dec 2023 |
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| Stifel Financial | 59k | $3.0M | -7% | Dec 2023 |
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| Branch Banking & Trust Company | 58k | $3.0M | -8% | Dec 2023 |
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| Financial Gravity Wealth | 56k | $87M | 0% | Dec 2023 |
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| Captrust Financial Advisors | 56k | $2.9M | -17% | Dec 2023 |
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| InterOcean Capital Group | 45k | $2.3M | -13% | Dec 2023 |
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| Advisor Group Holdings | 44k | $2.3M | -57% | Dec 2023 |
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| Buckingham Asset Management | 39k | $2.0M | 12% | Dec 2023 |
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| Relative Value Partners | 37k | $1.9M | -3% | Dec 2023 |
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| Arbor Investment Advisors | 36k | $1.8M | 57% | Dec 2023 |
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| Sigma Planning | 33k | $1.7M | -57% | Dec 2023 |
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| Jpmorgan Chase & Co | 29k | $1.5M | -7% | Dec 2023 |
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| Citadel Advisors | 28k | $1.4M | -41% | Dec 2023 |
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| Cambridge Investment Research Advisors | 27k | $1.4M | -4% | Dec 2023 |
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| Sowell Financial Services | 25k | $1.3M | -17% | Dec 2023 |
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| Gladstone Institutional Advisory | 25k | $1.3M | 2% | Dec 2023 |
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| Goldman Sachs Group | 24k | $1.2M | 98% | Dec 2023 |
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| Herold Advisors | 22k | $1.1M | 100% | Dec 2023 |
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| Lantern Wealth Advisors | 22k | $1.1M | 100% | Dec 2023 |
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| Hanson McClain Advisors | 21k | $1.1M | -6% | Dec 2023 |
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| Stratos Wealth Advisors | 20k | $1.0M | 11% | Mar 2024 |
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| Raymond James Financial Services Advisors | 19k | $982k | -7% | Dec 2023 |
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| Fiduciary Trust Company | 19k | $948k | 3% | Dec 2023 |
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| Burt Wealth Advisors | 17k | $866k | -4% | Mar 2024 |
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| Alesco Advisors | 17k | $855k | 2% | Dec 2023 |
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| Grubman Wealth Management | 16k | $825k | -1% | Dec 2023 |
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| MAS Advisors | 15k | $762k | -17% | Dec 2023 |
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| Gould Asset Management | 13k | $667k | 5% | Dec 2023 |
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| Concurrent Investment Advisors | 12k | $613k | 100% | Dec 2023 |
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| Vertex Planning Partners | 12k | $592k | -4% | Dec 2023 |
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| Archetype Wealth Partners | 12k | $587k | -7% | Dec 2023 |
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| Cherry Tree Wealth Management | 11k | $559k | 49% | Dec 2023 |
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| Delap Wealth Advisory | 10k | $523k | 100% | Dec 2023 |
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| Courage Miller Partners | 10k | $524k | 0% | Mar 2024 |
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| Dimension Capital Management Partners | 9.4k | $481k | 0% | Dec 2023 |
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| Tyche Wealth Partners | 9.4k | $479k | 100% | Dec 2023 |
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| WBI Investments | 8.5k | $435k | -16% | Dec 2023 |
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| Financial Advocates Investment Management | 8.2k | $420k | 5% | Dec 2023 |
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| Raymond James & Associates | 7.9k | $406k | -23% | Dec 2023 |
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| Mercer Global Advisors | 7.6k | $390k | -9% | Dec 2023 |
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| Private Advisor | 7.5k | $384k | 0% | Dec 2023 |
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| Lincoln National | 7.1k | $363k | -40% | Dec 2023 |
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| Atria Wealth Solutions | 6.4k | $327k | 0% | Dec 2023 |
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| Diversified Trust Company | 6.3k | $326k | 0% | Mar 2024 |
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| Evanson Asset Management | 6.3k | $325k | 0% | Mar 2024 |
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| HighTower Advisors | 6.1k | $312k | 21% | Dec 2023 |
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| PFG Advisors | 5.4k | $275k | -36% | Dec 2023 |
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| Davenport & Co | 5.3k | $270k | 20% | Dec 2023 |
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| Atwood & Palmer | 4.9k | $252k | 0% | Mar 2024 |
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| Columbus Macro | 4.8k | $248k | 0% | Mar 2024 |
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| LWS Wealth Advisors | 4.6k | $237k | -7% | Dec 2023 |
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| Krasney Financial | 4.5k | $231k | -1% | Mar 2024 |
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| Excalibur Management Corporation | 4.2k | $215k | -6% | Dec 2023 |
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| H D Vest Advisory Services | 4.2k | $213k | 0% | Dec 2023 |
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| Spire Wealth Management | 4.1k | $212k | 0% | Dec 2023 |
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| Hrt Financial | 3.9k | $201k | 100% | Dec 2023 |
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| Newbridge Financial Services Group | 2.7k | $138k | 100% | Dec 2023 |
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| CWM | 2.2k | $112k | -28% | Mar 2024 |
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| TD Capital Management | 2.0k | $102k | 1% | Dec 2023 |
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| Bank Of Montreal | 2.0k | $102k | 100% | Dec 2023 |
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| Sage Mountain Advisors | 1.8k | $94k | 100% | Dec 2023 |
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| Principal Securities | 1.0k | $52k | 100% | Dec 2023 |
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| William Blair $ Company | 645.00 | $33k | 0% | Dec 2023 |
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| Smithfield Trust Company | 558.00 | $29k | 0% | Dec 2023 |
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| PrairieView Partners | 477.00 | $24k | -34% | Dec 2023 |
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| Pinnacle Bank | 455.00 | $23k | 0% | Mar 2024 |
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| Cape Investment Advisory | 444.00 | $23k | 399% | Dec 2023 |
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| Focused Wealth Management | 340.00 | $17k | -4% | Dec 2023 |
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| Princeton Global Asset Management | 310.00 | $16k | 0% | Dec 2023 |
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| Tidemark | 259.00 | $13k | 100% | Dec 2023 |
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| ICA Group Wealth Management | 235.00 | $12k | 100% | Dec 2023 |
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| McIlrath & Eck | 178.00 | $9.1k | 0% | Dec 2023 |
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| Studio Investment Management | 174.00 | $8.9k | 0% | Dec 2023 |
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| Penserra Capital Management | 146.00 | $7.0k | 100% | Dec 2023 |
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| Hollencrest Securities | 90.00 | $4.6k | 0% | Dec 2023 |
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| Element Wealth | 82.00 | $4.2k | 0% | Dec 2023 |
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| Rosenberg Matthew Hamilton | 63.00 | $3.2k | -66% | Dec 2023 |
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Who sold out of PIMCO 1-5 Year US TIPS Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HPM Partners | Sep 2023 | 141k | $7.1M |
| Orion Portfolio Solutions | Sep 2023 | 16k | $801k |
| Cynosure Management | Sep 2023 | 15k | $729k |
| Moors & Cabot | Sep 2023 | 12k | $586k |
| Signify Wealth | Sep 2023 | 9.9k | $496k |
| Dynamic Advisors Solutions | Dec 2023 | 7.2k | $370k |
| Founders Financial Securities | Dec 2023 | 6.5k | $334k |
| Roundview Capital | Sep 2023 | 6.5k | $324k |
| Allegheny Financial Group | Sep 2023 | 5.5k | $274k |
| Merit Financial Group | Sep 2023 | 5.0k | $251k |
| IFG Advisory | Sep 2023 | 4.5k | $224k |
| Two Sigma Securities | Sep 2023 | 4.4k | $222k |
| Silver Oak Securities | Sep 2023 | 644.00 | $32k |
| HBC Financial Services, P | Sep 2023 | 183.00 | $9.0k |
| Bnp Paribas Arbitrage, Snc | Sep 2023 | 141.00 | $7.1k |
| BKM Wealth Management | Dec 2023 | 75.00 | $3.8k |