Purchases and Sales Made in Q1 2025 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO ENHANCED LOW DURATION AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
38.4K+ 18.26% |
$3.64M - $3.69M
|
248K
$23.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.2K+ 17.2% |
$2.96M - $3M
|
213K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
16.3K+ 15.13% |
$1.55M - $1.57M
|
124K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.09KNew |
$863K - $874K
|
9.09K
$869K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
8.4K+ 10.46% |
$797K - $807K
|
88.7K
$8.47M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.87K+ 2.41% |
$462K - $468K
|
207K
$19.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 29.12% |
$255K - $258K
|
11.9K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.22KNew |
$211K - $213K
|
2.22K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.75K+ 6.79% |
$166K - $168K
|
27.5K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.22K+ 1.27% |
$116K - $117K
|
97.2K
$9.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
728+ 5.35% |
$69.1K - $70K
|
14.3K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
450+ 11.33% |
$42.7K - $43.2K
|
4.42K
$423K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
324New |
$30.7K - $31.1K
|
324
$31K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
318+ 2.86% |
$30.2K - $30.6K
|
11.4K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
208New |
$19.7K - $20K
|
208
$19.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
190New |
$18K - $18.3K
|
190
$18.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
137+ 4.07% |
$13K - $13.2K
|
3.51K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
122+ 2.0% |
$11.6K - $11.7K
|
6.22K
$595K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
109+ 1.43% |
$10.3K - $10.5K
|
7.75K
$740K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
82+ 1.06% |
$7.78K - $7.88K
|
7.82K
$747K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
55+ 0.74% |
$5.22K - $5.29K
|
7.45K
$712K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 1.01% |
$3.61K - $3.65K
|
3.81K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
37+ 1.19% |
$3.51K - $3.56K
|
3.15K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.04K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-5- 0.14% |
$474 - $481
|
3.57K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54- 0.82% |
$5.12K - $5.19K
|
6.57K
$628K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 15.99% |
$10.9K - $11.1K
|
604
$57.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-322- 9.23% |
$30.5K - $30.9K
|
3.17K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-359- 4.17% |
$34.1K - $34.5K
|
8.26K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-848- 14.08% |
$80.4K - $81.5K
|
5.18K
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.46K- 14.83% |
$138K - $140K
|
8.35K
$798K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.64K- 3.85% |
$155K - $157K
|
40.9K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.6K- 7.72% |
$342K - $346K
|
43.1K
$4.11M
|