Purchases and Sales Made in Q2 2024 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
408K+ 105.4% |
$38.4M - $38.6M
|
795K
$75.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.7K+ 13.92% |
$4.2M - $4.23M
|
366K
$34.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.7K+ 13.92% |
$4.2M - $4.23M
|
366K
$34.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.3K+ 38.4% |
$3.89M - $3.91M
|
149K
$14.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.5K+ 143.22% |
$3.15M - $3.17M
|
56.9K
$5.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
32.1K+ 7.93% |
$3.02M - $3.04M
|
437K
$41.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.2K+ 89.14% |
$2.28M - $2.29M
|
51.4K
$4.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.1KNew |
$1.42M - $1.43M
|
15.1K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
12.3K+ 26.59% |
$1.15M - $1.16M
|
58.4K
$5.57M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.66K+ 699.64% |
$909K - $915K
|
11K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.52KNew |
$895K - $901K
|
9.52K
$907K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.43K+ 38.93% |
$698K - $703K
|
26.5K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.67K+ 196.09% |
$627K - $632K
|
10.1K
$960K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.65K+ 25.97% |
$532K - $535K
|
27.4K
$2.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.77KNew |
$448K - $451K
|
4.77K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.64K+ 5.79% |
$436K - $439K
|
84.8K
$8.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.61K+ 27.77% |
$433K - $436K
|
21.2K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.28K+ 223.13% |
$403K - $406K
|
6.2K
$592K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.99KNew |
$375K - $378K
|
3.99K
$380K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.86K+ 10.55% |
$363K - $365K
|
40.4K
$3.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.48KNew |
$327K - $329K
|
3.48K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.18K+ 1.75% |
$299K - $301K
|
185K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.17K+ 22.25% |
$298K - $300K
|
17.4K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.07K+ 63.05% |
$289K - $290K
|
7.93K
$757K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.75KNew |
$259K - $260K
|
2.75K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.36K+ 7.57% |
$222K - $223K
|
33.5K
$3.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.32K+ 6.05% |
$218K - $219K
|
40.6K
$3.87M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.28K+ 58.94% |
$214K - $215K
|
6.14K
$585K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.22KNew |
$209K - $210K
|
2.22K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.81K+ 10.76% |
$170K - $172K
|
18.7K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 27.73% |
$157K - $158K
|
7.7K
$734K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 8.25% |
$141K - $142K
|
19.7K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 0.57% |
$107K - $107K
|
201K
$19.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
985+ 2.23% |
$92.6K - $93.2K
|
45.2K
$4.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
701+ 2.65% |
$65.9K - $66.4K
|
27.2K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
671+ 9.45% |
$63.1K - $63.5K
|
7.77K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
650+ 4.86% |
$61.1K - $61.5K
|
14K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
629+ 15.52% |
$59.2K - $59.5K
|
4.68K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
622+ 7.8% |
$58.5K - $58.9K
|
8.6K
$820K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
609+ 5.03% |
$57.3K - $57.7K
|
12.7K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
472+ 6.72% |
$44.4K - $44.7K
|
7.5K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
471+ 3.48% |
$44.3K - $44.6K
|
14K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
417+ 11.22% |
$39.2K - $39.5K
|
4.14K
$394K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
401New |
$37.7K - $38K
|
401
$38.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
379+ 4.52% |
$35.6K - $35.9K
|
8.76K
$836K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
308+ 1.08% |
$29K - $29.2K
|
28.9K
$2.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
250+ 8.86% |
$23.5K - $23.7K
|
3.07K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
185+ 2.87% |
$17.4K - $17.5K
|
6.63K
$632K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
173+ 5.8% |
$16.3K - $16.4K
|
3.15K
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166+ 2.37% |
$15.6K - $15.7K
|
7.16K
$683K
|