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PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STPZ) Institutional Ownership

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund logo
$52.25 +0.06 (+0.11%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (NYSEARCA:STPZ)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$9.38M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.33M
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STPZ Institutional Buying and Selling by Quarter

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 TD Private Client Wealth LLC6,270$331K0.0%+68.7%0.066%
11/15/2024 Kovitz Investment Group Partners LLC36,274$1.92M0.0%N/A0.383%
11/14/2024 Flow Traders U.S. LLC22,342$1.18M0.1%N/A0.236%
11/14/2024 Captrust Financial Advisors31,683$1.67M0.0%-0.8%0.335%
10/24/2024 Arbor Investment Advisors LLC82,087$4.34M0.6%+7.2%0.867%
10/8/2024 Parkside Advisors LLC10,383$548K0.1%-30.9%0.110%
10/7/2024 Marathon Strategic Advisors LLC5,499$290K0.3%-7.9%0.058%
8/1/2024 TIAA Trust National Association266,495$13.76M0.0%+2.9%2.814%
7/11/2024 Canandaigua National Bank & Trust Co.4,150$214K0.0%N/A0.044%
7/8/2024 Marathon Strategic Advisors LLC5,970$308K0.4%-5.0%0.063%
5/17/2024 Comerica Bank1,700$88K0.0%-85.5%0.017%
5/10/2024 TIAA Trust National Association258,941$13.34M0.0%+1.4%2.650%
5/4/2024 Gould Asset Management LLC CA11,550$595K0.1%-11.4%0.118%
4/30/2024 Marathon Strategic Advisors LLC6,281$323K0.4%-8.6%0.064%
4/23/2024 Arbor Investment Advisors LLC55,648$2.87M0.4%+56.9%0.547%
2/9/2024 Cambridge Investment Research Advisors Inc.27,306$1.40M0.0%-4.1%0.177%
2/9/2024InterOcean Capital Group LLC45,090$2.31M0.1%-13.1%0.291%
2/2/2024 Gould Asset Management LLC CA13,030$666K0.2%+5.2%0.084%
1/29/2024 Arbor Investment Advisors LLC35,463$1.81M0.3%+56.6%0.229%
1/23/2024 TIAA Trust National Association255,451$13.07M0.0%+34.4%1.651%
10/27/2023 TIAA Trust National Association190,124$9.52M0.0%N/A1.229%
10/24/2023 Arbor Investment Advisors LLC22,651$1.14M0.2%+3.3%0.146%
10/24/2023 Gould Asset Management LLC CA12,390$621K0.2%-24.2%0.080%
10/24/2023 Cambridge Investment Research Advisors Inc.28,486$1.43M0.0%-29.8%0.184%
8/9/2023 Flow Traders U.S. LLC59,624$3.00M0.1%N/A0.385%
8/7/2023 Gould Asset Management LLC CA16,340$822K0.2%-3.7%0.106%
7/31/2023TIAA FSB199,378$10.03M0.0%-5.3%1.289%
7/13/2023 Cambridge Investment Research Advisors Inc.40,574$2.04M0.0%-5.5%0.220%
5/11/2023 Cambridge Investment Research Advisors Inc.42,936$2.19M0.0%-37.6%0.228%
5/10/2023 Arkos Global Advisors165,918$8.47M1.7%-11.9%0.882%
5/2/2023 Gould Asset Management LLC CA16,975$866K0.2%+2.9%0.090%
4/21/2023 Arbor Investment Advisors LLC21,990$1.12M0.2%-18.5%0.117%
4/19/2023TIAA FSB210,622$10.75M0.0%-58.4%1.119%
3/6/2023 OLD Mission Capital LLC1,196$60K0.0%N/A0.005%
2/14/2023 Arkos Global Advisors188,261$9.39M2.4%-17.5%0.853%
2/10/2023SVB Wealth LLC51,944$2.59M0.0%+9.5%0.235%
2/9/2023 Sowell Financial Services LLC220,070$11.00M0.7%+106.9%0.997%
2/9/2023 Gould Asset Management LLC CA16,490$822K0.2%N/A0.075%
2/8/2023 Cambridge Investment Research Advisors Inc.68,793$3.43M0.0%-8.9%0.312%
2/6/2023 Parallel Advisors LLC921$46K0.0%-50.8%0.004%
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1/27/2023 Arbor Investment Advisors LLC26,984$1.35M0.3%+43.5%0.122%
11/15/2022 Sowell Financial Services LLC106,372$5.26M0.5%N/A0.411%
11/14/2022 One Wealth Advisors LLC5,623$278K0.1%+8.7%0.021%
11/14/2022 Arkos Global Advisors228,298$11.28M3.4%-5.6%0.858%
11/14/2022 One Capital Management LLC314,096$15.52M0.9%-2.9%1.180%
11/9/2022SVB Wealth LLC47,450$2.35M0.0%N/A0.178%
11/3/2022Abbrea Capital LLC81,021$4.00M0.8%-7.8%0.308%
11/1/2022 Allegheny Financial Group LTD158,479$7.83M3.7%+1.7%0.595%
11/1/2022 MAS Advisors LLC42,871$2.12M1.4%-4.5%0.161%
11/1/2022 Arbor Investment Advisors LLC18,808$929K0.2%+19.6%0.071%
10/17/2022 Cambridge Investment Research Advisors Inc.75,495$3.73M0.0%+21.7%0.276%
10/13/2022Bennicas & Associates Inc.194,140$9.59M6.1%-1.6%0.709%
10/11/2022TIAA FSB526,173$26.00M0.1%-6.4%1.919%
8/15/2022 One Wealth Advisors LLC5,172$270K0.1%N/A0.018%
8/13/2022 Flow Traders U.S. LLC12,509$654K0.0%N/A0.043%
8/12/2022 Almanack Investment Partners LLC.153,071$8.00M0.8%+27.9%0.524%
8/9/2022TIAA FSB562,084$29.39M0.1%-7.0%1.924%
8/2/2022Abbrea Capital LLC87,832$4.59M0.8%-3.9%0.301%
7/29/2022 Patriot Financial Group Insurance Agency LLC6,388$334K0.1%+467.3%0.022%
7/28/2022 Arbor Investment Advisors LLC15,731$823K0.2%-9.6%0.054%
7/15/2022 Mayflower Financial Advisors LLC5,630$294K0.0%N/A0.019%
7/13/2022 Cambridge Investment Research Advisors Inc.62,036$3.24M0.0%-59.9%0.206%
7/12/2022 Transcend Capital Advisors LLC4,216$220K0.0%N/A0.014%
5/16/2022 MTC Wealth Management LLC93,236$5.08M1.7%+4.9%0.328%
5/12/2022 Archetype Wealth Partners210,894$11.49M3.0%+1,476.7%0.742%
5/12/2022Clear Perspectives Financial Planning LLC257,576$14.03M5.3%-16.7%0.911%
5/12/2022 Cambridge Investment Research Advisors Inc.154,520$8.42M0.0%+342.0%0.547%
5/11/2022Abbrea Capital LLC91,367$4.98M0.7%+0.4%0.323%
5/11/2022 Allegheny Financial Group LTD146,951$8.01M3.4%+12.0%0.520%
5/11/2022 Patriot Financial Group Insurance Agency LLC1,126$61K0.0%-84.5%0.004%
5/10/2022 Tcwp LLC9,414$512K0.1%N/A0.033%
5/10/2022 First Horizon Advisors Inc.1,196$65K0.0%N/A0.004%
4/21/2022 Arbor Investment Advisors LLC17,398$948K0.2%+6.2%0.064%
4/15/2022Bennicas & Associates Inc.197,445$10.76M5.4%-0.4%0.727%
4/13/2022TIAA FSB604,265$32.41M0.1%-8.0%2.224%
2/14/2022 One Wealth Advisors LLC5,620$310K0.1%N/A0.022%
2/10/2022 OLD Mission Capital LLC3,666$202K0.0%-91.0%0.014%
2/9/2022 Allegheny Financial Group LTD131,243$7.24M2.7%+139.9%0.505%
2/9/2022 MAS Advisors LLC40,056$2.21M1.6%N/A0.154%
2/9/2022Clear Perspectives Financial Planning LLC309,113$17.06M6.9%+10.1%1.190%
2/4/2022Abbrea Capital LLC90,992$5.04M0.7%+41.9%0.349%
2/3/2022 Cambridge Investment Research Advisors Inc.34,957$1.93M0.0%+13.1%0.134%
2/2/2022 Sigma Planning Corp94,049$5.19M0.1%+11.3%0.361%
2/1/2022TIAA FSB657,067$35.99M0.1%+0.5%2.520%
1/31/2022 One Capital Management LLC5,045$278K0.0%N/A0.019%
1/25/2022Private Ocean LLC1,000$55K0.0%N/A0.004%
1/21/2022 Arbor Investment Advisors LLC16,383$904K0.2%+68.2%0.063%
1/20/2022 Parallel Advisors LLC921$51K0.0%-50.0%0.003%
1/19/2022 Pinnacle Bancorp Inc.1,051$58K0.0%N/A0.004%
1/19/2022 Courage Miller Partners LLC11,832$653K0.2%-5.2%0.045%
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1/14/2022Bennicas & Associates Inc.198,145$10.93M5.7%-0.2%0.763%
1/13/2022 MTC Wealth Management LLC88,906$4.91M1.8%+6.7%0.343%
1/13/2022 Parkside Advisors LLC115,872$6.42M1.9%-11.7%0.447%
1/10/2022 Patriot Financial Group Insurance Agency LLC7,283$402K0.1%+93.2%0.028%
11/24/2021 Patriot Financial Group Insurance Agency LLC3,770$207K0.0%N/A0.015%
11/15/2021 Flow Traders U.S. LLC73,647$4.04M0.2%N/A0.332%
11/12/2021 OLD Mission Capital LLC40,883$2.24M0.1%N/A0.184%
11/10/2021 US Bancorp DE1,395$76K0.0%-97.3%0.006%
11/9/2021 WBI Investments Inc.48,473$2.66M0.4%N/A0.219%
11/5/2021 Courage Miller Partners LLC12,482$685K0.3%-7.8%0.057%
(Data available from 1/1/2016 forward)

STPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STPZ shares?

During the previous two years, 19 institutional investors and hedge funds held shares of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were TIAA Trust National Association ($13.76M), Sowell Financial Services LLC ($11.00M), TIAA FSB ($10.03M), Arkos Global Advisors ($8.47M), Arbor Investment Advisors LLC ($4.34M), SVB Wealth LLC ($2.59M), and InterOcean Capital Group LLC ($2.31M).Learn more on STPZ's institutional investors.

Which institutional investors have been buying PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock?

Of the 10 institutional investors that purchased PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($266.50K), Sowell Financial Services LLC ($113.70K), Flow Traders U.S. LLC ($81.97K), Arbor Investment Advisors LLC ($47.41K), Kovitz Investment Group Partners LLC ($36.27K), Gould Asset Management LLC CA ($17.62K), and SVB Wealth LLC ($4.49K).

How much institutional buying is happening at PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have bought a total of 575,854 shares in the last 24 months. This purchase volume represents approximately $29.14M in transactions.

Which PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund major shareholders have been selling company stock?

Of the 11 institutional investors that sold PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA FSB ($306.73K), Arkos Global Advisors ($62.38K), Cambridge Investment Research Advisors Inc. ($48.19K), Comerica Bank ($10K), InterOcean Capital Group LLC ($6.80K), Gould Asset Management LLC CA ($6.07K), and Arbor Investment Advisors LLC ($4.99K).

How much institutional selling is happening at PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have sold a total of 452,384 shares in the last 24 months. This volume of shares sold represents approximately $23.02M in transactions.



This page (NYSEARCA:STPZ) was last updated on 12/22/2024 by MarketBeat.com Staff
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