Purchases and Sales Made in Q2 2025 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
111K+ 150.56% |
$10.5M - $10.7M
|
185K
$17.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
30.1K+ 174.34% |
$2.85M - $2.88M
|
47.3K
$4.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.56K+ 39.64% |
$906K - $917K
|
33.7K
$3.22M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.63K+ 4.17% |
$818K - $828K
|
216K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
8.19KNew |
$776K - $786K
|
8.19K
$783K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
5.01K+ 5.65% |
$475K - $481K
|
93.7K
$8.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.93K+ 41.37% |
$467K - $473K
|
16.9K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.45K+ 119.76% |
$422K - $427K
|
8.16K
$781K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.29KNew |
$312K - $316K
|
3.29K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 9.56% |
$283K - $286K
|
34.2K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.59KNew |
$246K - $249K
|
2.59K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.2K+ 139.77% |
$209K - $211K
|
3.77K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.49K+ 0.6% |
$142K - $143K
|
250K
$23.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.47K+ 3.01% |
$139K - $141K
|
50.3K
$4.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 34.8% |
$133K - $134K
|
5.42K
$519K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.35K+ 2.9% |
$128K - $130K
|
47.9K
$4.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.34K+ 60.21% |
$127K - $128K
|
3.56K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
993+ 1.02% |
$94.1K - $95.3K
|
98.2K
$9.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
986+ 12.72% |
$93.5K - $94.6K
|
8.74K
$836K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
876+ 2.14% |
$83K - $84.1K
|
41.8K
$4M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
625+ 1.43% |
$59.2K - $60K
|
44.4K
$4.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
496+ 10.12% |
$47K - $47.6K
|
5.4K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
484+ 5.68% |
$45.9K - $46.4K
|
9.01K
$862K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
121+ 3.85% |
$11.5K - $11.6K
|
3.27K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.16% |
$6.73K - $6.81K
|
43.1K
$4.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
68+ 1.94% |
$6.45K - $6.53K
|
3.58K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
44+ 0.31% |
$4.17K - $4.22K
|
14.4K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29New |
$2.75K - $2.78K
|
29
$2.77K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.06K
$484K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.03% |
$284 - $288
|
11.4K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6- 1.85% |
$569 - $576
|
318
$30.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-313- 5.13% |
$29.7K - $30K
|
5.79K
$554K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-370- 10.36% |
$35.1K - $35.5K
|
3.2K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-458- 5.86% |
$43.4K - $44K
|
7.36K
$704K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.84K- 6.47% |
$174K - $177K
|
26.6K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.96K- 10.3% |
$280K - $284K
|
25.8K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.58K- 1.68% |
$339K - $344K
|
209K
$20M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.73K- 56.79% |
$354K - $358K
|
2.84K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.08K- 60.86% |
$482K - $488K
|
3.27K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-99.8K- 10.32% |
$9.46M - $9.58M
|
867K
$82.9M
|