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 |
|---|---|---|---|---|---|
| Morgan Stanley | 995k | $80M | -11% | Jun 2024 |
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| Bank of America Corporation | 651k | $34M | -10% | Sep 2024 |
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| Ameritas Advisory Services | 477k | $25M | -9% | Sep 2024 |
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| CWM | 370k | $20M | 0% | Sep 2024 |
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| Bleakley Financial Group | 278k | $15M | -24% | Sep 2024 |
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| Tiaa Trust, National Association | 267k | $14M | 3% | Jun 2024 |
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| Wells Fargo & Company | 266k | $14M | -6% | Sep 2024 |
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| LPL Financial | 222k | $12M | -23% | Sep 2024 |
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| Royal Bank of Canada | 203k | $11M | -33% | Sep 2024 |
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| Bank of Nova Scotia | 189k | $10M | 100% | Sep 2024 |
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| Kelman-Lazarov | 143k | $7.5M | -3% | Sep 2024 |
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| Beacon Pointe Advisors | 124k | $6.6M | -3% | Sep 2024 |
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| Envestnet Asset Management | 115k | $6.1M | -24% | Sep 2024 |
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| Advisor Group Holdings | 106k | $5.6M | 235% | Sep 2024 |
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| Susquehanna International | 95k | $5.0M | -16% | Sep 2024 |
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| Lutz Financial Services | 93k | $4.9M | -3% | Sep 2024 |
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| Colony | 83k | $4.4M | 84% | Sep 2024 |
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| Arbor Investment Advisors | 82k | $4.3M | 7% | Sep 2024 |
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| Buckingham Strategic Partners | 69k | $3.7M | 100% | Sep 2024 |
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| Branch Banking & Trust Company | 61k | $3.2M | 12% | Jun 2024 |
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| Great Valley Advisor Group | 58k | $3.1M | 17% | Sep 2024 |
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| Stifel Financial | 54k | $2.8M | -1% | Jun 2024 |
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| Jane Street | 51k | $2.7M | -45% | Sep 2024 |
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| Commonwealth Equity Services | 38k | $2.0M | -35% | Sep 2024 |
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| Kovitz Investment Group Partners | 36k | $1.9M | 100% | Sep 2024 |
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| Buckingham Asset Management | 35k | $1.8M | -2% | Jun 2024 |
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| Concurrent Investment Advisors | 34k | $1.8M | 12% | Sep 2024 |
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| Captrust Financial Advisors | 32k | $1.7M | -1% | Sep 2024 |
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| Hudson Portfolio Management | 31k | $1.6M | 100% | Sep 2024 |
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| Lantern Wealth Advisors | 27k | $1.4M | 9% | Sep 2024 |
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| Herold Advisors | 27k | $1.4M | 9% | Sep 2024 |
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| Essential Planning | 25k | $1.3M | -3% | Sep 2024 |
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| Citadel Advisors | 25k | $1.3M | -46% | Sep 2024 |
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| Flow Traders US | 22k | $1.2M | 100% | Sep 2024 |
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| Summit Financial | 21k | $1.1M | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 21k | $1.1M | -1% | Jun 2024 |
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| Fiduciary Trust Company | 18k | $918k | 0% | Jun 2024 |
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| YCMNET Advisors | 17k | $882k | -4% | Jun 2024 |
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| Alesco Advisors | 17k | $883k | 0% | Sep 2024 |
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| Motiv8 Investments | 17k | $883k | 11% | Sep 2024 |
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| Burt Wealth Advisors | 15k | $793k | 0% | Sep 2024 |
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| MAS Advisors | 15k | $787k | 0% | Sep 2024 |
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| Sanctuary Advisors | 15k | $759k | 100% | Jun 2024 |
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| Hanson McClain Advisors | 15k | $776k | -12% | Sep 2024 |
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| Mml Investors Services | 13k | $677k | -58% | Sep 2024 |
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| Rockefeller Capital Management | 12k | $594k | 100% | Jun 2024 |
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| Gould Asset Management | 11k | $585k | 0% | Sep 2024 |
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| Cherry Tree Wealth Management | 11k | $574k | 0% | Sep 2024 |
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| Grubman Wealth Management | 10k | $549k | -31% | Sep 2024 |
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| Courage Miller Partners | 10k | $533k | 0% | Sep 2024 |
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| Rehmann Capital Advisory | 9.7k | $514k | 0% | Sep 2024 |
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| Breakwater Investment Management | 9.0k | $463k | 0% | Sep 2024 |
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| Jim Saulnier & Associates | 8.8k | $465k | 100% | Sep 2024 |
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| Vertex Planning Partners | 8.4k | $446k | -10% | Sep 2024 |
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| Archetype Wealth Partners | 8.2k | $432k | -28% | Sep 2024 |
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| Cambridge Investment Research Advisors | 8.1k | $429k | -18% | Sep 2024 |
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| Synovus Financial Corp. | 8.0k | $423k | 0% | Sep 2024 |
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| Financial Advocates Investment Management | 8.0k | $422k | -1% | Sep 2024 |
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| PAX Financial Group | 7.7k | $398k | 100% | Jun 2024 |
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| Cetera Investment Advisers | 7.1k | $368k | 2% | Jun 2024 |
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| Change Path | 6.9k | $363k | 100% | Sep 2024 |
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| Diversified Trust Company | 6.3k | $334k | 0% | Sep 2024 |
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| Evanson Asset Management | 6.3k | $333k | 0% | Sep 2024 |
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| Td Private Client Wealth | 6.3k | $331k | 69% | Sep 2024 |
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| Raymond James & Associates | 6.2k | $326k | -39% | Sep 2024 |
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| Mercer Global Advisors | 5.8k | $301k | -13% | Jun 2024 |
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| Kestra Advisory Services | 5.6k | $296k | -39% | Sep 2024 |
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| Marathon Strategic Advisors | 5.5k | $291k | -8% | Sep 2024 |
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| Atria Wealth Solutions | 5.2k | $275k | -15% | Sep 2024 |
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| Delap Wealth Advisory | 5.1k | $270k | 0% | Sep 2024 |
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| Private Advisor | 5.0k | $267k | -9% | Sep 2024 |
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| Atwood & Palmer | 4.9k | $259k | 0% | Sep 2024 |
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| Columbus Macro | 4.9k | $258k | 1% | Sep 2024 |
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| Jpmorgan Chase & Co | 4.9k | $258k | -83% | Sep 2024 |
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| Apella Capital | 4.7k | $248k | 0% | Sep 2024 |
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| HighTower Advisors | 4.6k | $240k | -9% | Jun 2024 |
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| H D Vest Advisory Services | 4.2k | $218k | -7% | Jun 2024 |
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| Krasney Financial | 4.2k | $222k | -6% | Sep 2024 |
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| Canandaigua National Bank and Trust Company | 4.2k | $219k | 0% | Sep 2024 |
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| Gladstone Institutional Advisory | 4.1k | $218k | -85% | Sep 2024 |
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| PFG Advisors | 4.1k | $215k | -10% | Sep 2024 |
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| Brian McDonald | 1.7k | $89k | 0% | Sep 2024 |
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| GeoWealth Management | 1.1k | $58k | 1% | Sep 2024 |
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| William Blair $ Company | 645.00 | $34k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 591.00 | $31k | 100% | Sep 2024 |
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| PrairieView Partners | 477.00 | $25k | 0% | Sep 2024 |
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| Ridgewood Investments | 476.00 | $25k | -25% | Sep 2024 |
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| Pinnacle Bank | 455.00 | $24k | 0% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 413.00 | $22k | 0% | Sep 2024 |
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| Princeton Global Asset Management | 312.00 | $17k | 0% | Sep 2024 |
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| TD Capital Management | 290.00 | $15k | 100% | Sep 2024 |
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| Financial Gravity Wealth | 257.00 | $13k | -24% | Jun 2024 |
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| Spire Wealth Management | 200.00 | $11k | 0% | Sep 2024 |
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| McIlrath & Eck | 178.00 | $9.4k | 0% | Sep 2024 |
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| Studio Investment Management | 174.00 | $9.2k | 0% | Sep 2024 |
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| EnRich Financial Partners | 89.00 | $4.7k | 0% | Sep 2024 |
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| Harwood Advisory | 83.00 | $4.4k | 100% | Sep 2024 |
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| Element Wealth | 82.00 | $4.3k | 0% | Sep 2024 |
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| Hershey Financial Advisers | 75.00 | $3.9k | 100% | Jun 2024 |
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| Financial Gravity Companies | 65.00 | $3.4k | 100% | Sep 2024 |
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| Rosenberg Matthew Hamilton | 63.00 | $3.3k | 0% | Sep 2024 |
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| D. J. St. Germain | 39.00 | $2.1k | 100% | Sep 2024 |
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| Allianz Asset Management | 24.00 | $1.2k | 100% | Jun 2024 |
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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 |
|---|---|---|---|
| Simplicity Wealth | Jun 2024 | 368k | $19M |
| Archvest Wealth Advisors | Jun 2024 | 69k | $3.6M |
| Goldman Sachs Group | Mar 2024 | 37k | $1.9M |
| Relative Value Partners | Mar 2024 | 37k | $1.9M |
| Stratos Wealth Advisors | Jun 2024 | 20k | $1.1M |
| Eagle Strategies | Mar 2024 | 13k | $659k |
| Frank. Day | Jun 2024 | 8.7k | $448k |
| Regal Investment Advisors | Jun 2024 | 8.1k | $416k |
| CFS Investment Advisory Services | Jun 2024 | 4.7k | $244k |
| Peapack Gladstone Financial Corp | Mar 2024 | 4.6k | $235k |
| Excalibur Management Corporation | Mar 2024 | 4.0k | $204k |
| Principal Securities | Jun 2024 | 917.00 | $47k |
| Cape Investment Advisory | Mar 2024 | 355.00 | $18k |
| ICA Group Wealth Management | Mar 2024 | 235.00 | $12k |
| Ronald Blue Trust | Jun 2024 | 192.00 | $9.9k |
| First Manhattan | Mar 2024 | 113.00 | $5.8k |
| Hollencrest Securities | Mar 2024 | 90.00 | $4.6k |