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 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.85K- 32.85% |
$174K - $175K
|
3.78K
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.85K- 22.61% |
$174K - $175K
|
6.33K
$601K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.37K- 8.41% |
$316K - $319K
|
36.6K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.07K- 12.24% |
$383K - $385K
|
29.2K
$2.77M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.33K- 22.31% |
$407K - $410K
|
15.1K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.52K- 97.01% |
$519K - $523K
|
170
$16.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-5.54K- 23.67% |
$521K - $525K
|
17.9K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.6K- 34.29% |
$527K - $531K
|
10.7K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.61K- 7.01% |
$527K - $531K
|
74.3K
$7.06M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.27K- 14.62% |
$590K - $594K
|
36.6K
$3.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7.69K- 40.55% |
$723K - $728K
|
11.3K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.29K- 26.22% |
$780K - $785K
|
23.3K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.34K- 21.82% |
$878K - $884K
|
33.5K
$3.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-9.92K- 10.55% |
$933K - $939K
|
84K
$7.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-10.2K- 7.54% |
$962K - $968K
|
125K
$11.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-10.4K- 1.05% |
$975K - $981K
|
976K
$92.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.5K- 9.58% |
$1.18M - $1.19M
|
118K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 23.53% |
$1.27M - $1.27M
|
43.7K
$4.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15K- 62.97% |
$1.41M - $1.42M
|
8.83K
$839K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 6.74% |
$1.48M - $1.49M
|
218K
$20.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18.5K- 41.53% |
$1.74M - $1.75M
|
26K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.6K- 11.08% |
$2.03M - $2.05M
|
174K
$16.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-22.5K- 62.28% |
$2.11M - $2.13M
|
13.6K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.8K- 69.41% |
$2.24M - $2.25M
|
10.5K
$996K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.9K- 49.26% |
$2.81M - $2.83M
|
30.8K
$2.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.3K- 23.24% |
$2.85M - $2.87M
|
100K
$9.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-40.5K- 28.53% |
$3.81M - $3.83M
|
101K
$9.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-128K- 25.43% |
$12M - $12.1M
|
374K
$35.5M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-139K- 70.71% |
$13M - $13.1M
|
57.4K
$5.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-206K- 98.72% |
$19.4M - $19.5M
|
2.67K
$253K
|