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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
157+ 5.23% |
$14.8K - $14.9K
|
3.16K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
142New |
$13.4K - $13.4K
|
142
$13.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
140+ 2.22% |
$13.2K - $13.3K
|
6.46K
$616K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
36+ 1.2% |
$3.39K - $3.41K
|
3.03K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
32+ 0.07% |
$3.01K - $3.03K
|
45.5K
$4.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22+ 0.28% |
$2.07K - $2.08K
|
7.99K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 60.0% |
$282 - $284
|
8
$763
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1New |
$94 - $94.7
|
1
$95.4
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.35% |
$94 - $94.7
|
75
$7.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$94 - $94.7
|
1
$95.4
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.28% |
$376 - $379
|
1.43K
$136K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.21% |
$470 - $473
|
2.35K
$224K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-14- 0.57% |
$1.32K - $1.33K
|
2.42K
$231K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20- 0.6% |
$1.88K - $1.89K
|
3.29K
$313K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-30- 1.33% |
$2.82K - $2.84K
|
2.23K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-34- 1.31% |
$3.2K - $3.22K
|
2.56K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45Closed |
$4.23K - $4.26K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 1.41% |
$4.7K - $4.73K
|
3.5K
$334K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-65- 89.04% |
$6.11K - $6.15K
|
8
$763
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-71- 0.69% |
$6.68K - $6.72K
|
10.3K
$978K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-94- 4.0% |
$8.84K - $8.9K
|
2.26K
$215K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-122- 3.19% |
$11.5K - $11.5K
|
3.7K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-140- 3.65% |
$13.2K - $13.3K
|
3.69K
$352K
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-142- 0.31% |
$13.4K - $13.4K
|
45.3K
$4.32M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-160- 3.33% |
$15K - $15.1K
|
4.65K
$443K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-200- 6.58% |
$18.8K - $18.9K
|
2.84K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-239- 0.91% |
$22.5K - $22.6K
|
26K
$2.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-264- 0.12% |
$24.8K - $25K
|
212K
$20.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-335- 1.04% |
$31.5K - $31.7K
|
31.8K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-354- 3.18% |
$33.3K - $33.5K
|
10.8K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-380- 6.06% |
$35.7K - $36K
|
5.89K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-386- 6.7% |
$36.3K - $36.5K
|
5.37K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-390- 1.54% |
$36.7K - $36.9K
|
25K
$2.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-478- 1.41% |
$45K - $45.3K
|
33.4K
$3.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-489- 9.15% |
$46K - $46.3K
|
4.85K
$463K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-565- 20.85% |
$53.1K - $53.5K
|
2.15K
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-619- 28.33% |
$58.2K - $58.6K
|
1.57K
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-754- 7.66% |
$70.9K - $71.4K
|
9.08K
$866K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-763- 22.59% |
$71.8K - $72.2K
|
2.61K
$249K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-778- 1.06% |
$73.2K - $73.7K
|
72.6K
$6.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-884- 4.03% |
$83.1K - $83.7K
|
21K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-984- 1.51% |
$92.5K - $93.2K
|
64.4K
$6.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 34.46% |
$99.4K - $100K
|
2.01K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.06K- 16.94% |
$99.7K - $100K
|
5.2K
$496K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.09K- 26.66% |
$103K - $103K
|
3K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.11K- 3.64% |
$104K - $105K
|
29.3K
$2.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.22K- 7.7% |
$115K - $115K
|
14.6K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 11.86% |
$161K - $162K
|
12.7K
$1.21M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 61.69% |
$171K - $173K
|
1.13K
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.83K- 62.66% |
$172K - $173K
|
1.09K
$104K
|