Purchases and Sales Made in Q3 2021 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
334KNew |
$33.9M - $34M
|
334K
$31.8M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
44.8KNew |
$4.55M - $4.56M
|
44.8K
$4.26M
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
43.8K+ 76.77% |
$4.45M - $4.46M
|
101K
$9.6M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
43.3K+ 67.99% |
$4.4M - $4.41M
|
107K
$10.2M
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
35K+ 20.53% |
$3.55M - $3.56M
|
205K
$19.5M
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
30.2K+ 57.58% |
$3.07M - $3.07M
|
82.6K
$7.87M
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
27.1KNew |
$2.76M - $2.76M
|
27.1K
$2.58M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.1K+ 11.94% |
$2.14M - $2.15M
|
198K
$18.8M
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
20.8K+ 28.35% |
$2.11M - $2.12M
|
94K
$8.95M
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
20.5KNew |
$2.08M - $2.09M
|
20.5K
$1.95M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.9K+ 21.83% |
$2.02M - $2.03M
|
111K
$10.6M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.4KNew |
$1.86M - $1.87M
|
18.4K
$1.75M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.3K+ 70.98% |
$1.56M - $1.56M
|
37K
$3.52M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.9KNew |
$1.31M - $1.31M
|
12.9K
$1.23M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
12.4KNew |
$1.26M - $1.26M
|
12.4K
$1.18M
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
12.1KNew |
$1.23M - $1.24M
|
12.1K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.7KNew |
$1.08M - $1.09M
|
10.7K
$1.02M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.2K+ 12.94% |
$934K - $937K
|
80.3K
$7.64M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.38KNew |
$750K - $752K
|
7.38K
$703K
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.34K+ 176.26% |
$644K - $646K
|
9.94K
$946K
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.25KNew |
$635K - $637K
|
6.25K
$595K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.97K+ 14.01% |
$606K - $608K
|
48.6K
$4.63M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.9K+ 106.41% |
$599K - $600K
|
11.4K
$1.09M
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.58K+ 36.12% |
$566K - $568K
|
21K
$2M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.43K+ 1.11% |
$450K - $451K
|
403K
$38.3M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.38KNew |
$444K - $445K
|
4.38K
$417K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.14K+ 0.71% |
$420K - $421K
|
586K
$55.7M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.47K+ 4.42% |
$352K - $353K
|
82K
$7.8M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.09KNew |
$314K - $315K
|
3.09K
$294K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.02KNew |
$306K - $307K
|
3.02K
$287K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.86K+ 6.85% |
$290K - $291K
|
44.5K
$4.24M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.83KNew |
$287K - $288K
|
2.83K
$269K
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.49KNew |
$252K - $253K
|
2.49K
$237K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.28KNew |
$232K - $232K
|
2.28K
$217K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26K+ 16.11% |
$229K - $230K
|
16.3K
$1.55M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.98K+ 66.38% |
$201K - $202K
|
4.97K
$473K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
1.77K+ 30.86% |
$180K - $180K
|
7.5K
$714K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.49K+ 4.26% |
$151K - $152K
|
36.5K
$3.48M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 9.35% |
$142K - $142K
|
16.3K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 12.54% |
$139K - $139K
|
12.2K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.36K+ 60.68% |
$139K - $139K
|
3.61K
$344K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3K+ 45.66% |
$132K - $133K
|
4.16K
$396K
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 4.32% |
$120K - $120K
|
28.6K
$2.72M
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
953+ 15.05% |
$96.8K - $97K
|
7.29K
$694K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
329New |
$33.4K - $33.5K
|
329
$31.3K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
315+ 15.93% |
$32K - $32.1K
|
2.29K
$218K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
261+ 1.1% |
$26.5K - $26.6K
|
24K
$2.28M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200+ 2.24% |
$20.3K - $20.4K
|
9.15K
$871K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
140New |
$14.2K - $14.3K
|
140
$13.3K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
64+ 0.29% |
$6.5K - $6.52K
|
22.3K
$2.12M
|