Purchases and Sales Made in Q3 2022 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
368K+ 29.63% |
$34.8M - $35.5M
|
1.61M
$153M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
198K+ 257.79% |
$18.7M - $19M
|
274K
$26.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
120KNew |
$11.4M - $11.6M
|
120K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 25.8% |
$9.91M - $10.1M
|
511K
$48.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
98.6K+ 22.58% |
$9.33M - $9.51M
|
535K
$51M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.6K+ 154.3% |
$7.91M - $8.06M
|
138K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
80.7K+ 70.09% |
$7.63M - $7.78M
|
196K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
50.9K+ 107.63% |
$4.81M - $4.91M
|
98.1K
$9.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.5K+ 78.88% |
$3.83M - $3.91M
|
91.9K
$8.75M
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
37.9K+ 13.59% |
$3.59M - $3.66M
|
317K
$30.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
34.2K+ 135.37% |
$3.23M - $3.3M
|
59.4K
$5.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
30.4K+ 83.8% |
$2.88M - $2.93M
|
66.7K
$6.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
29.5K+ 2.36% |
$2.79M - $2.85M
|
1.28M
$122M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
24.4K+ 14.82% |
$2.3M - $2.35M
|
189K
$18M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.8KNew |
$2.15M - $2.19M
|
22.8K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.6KNew |
$1.76M - $1.79M
|
18.6K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.4K+ 535.68% |
$1.27M - $1.29M
|
15.9K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
12.5KNew |
$1.18M - $1.21M
|
12.5K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.3K+ 1.69% |
$1.17M - $1.19M
|
740K
$70.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$996K - $1.02M
|
10.5K
$1M
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
10.4K+ 116.54% |
$987K - $1.01M
|
19.4K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.84K+ 26.77% |
$931K - $949K
|
46.6K
$4.44M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
9.62KNew |
$910K - $928K
|
9.62K
$916K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.85KNew |
$837K - $854K
|
8.85K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.47K+ 38.52% |
$801K - $817K
|
30.4K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.16K+ 13.06% |
$583K - $594K
|
53.3K
$5.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
5.87K+ 20.31% |
$556K - $566K
|
34.8K
$3.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
5.87KNew |
$555K - $566K
|
5.87K
$559K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.79K+ 48.45% |
$548K - $558K
|
17.7K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.75K+ 29.77% |
$544K - $555K
|
25.1K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.54K+ 9.79% |
$524K - $534K
|
62.1K
$5.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.66K+ 16.88% |
$441K - $449K
|
32.3K
$3.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.49KNew |
$424K - $433K
|
4.49K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.26KNew |
$403K - $411K
|
4.26K
$406K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.06K+ 10.19% |
$385K - $392K
|
43.9K
$4.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.89KNew |
$368K - $375K
|
3.89K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.75KNew |
$355K - $362K
|
3.75K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.59K+ 35.89% |
$340K - $347K
|
13.6K
$1.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.5KNew |
$331K - $338K
|
3.5K
$333K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.3K+ 203.01% |
$312K - $318K
|
4.93K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$303K - $309K
|
3.2K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.02K+ 2.13% |
$286K - $291K
|
145K
$13.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.78KNew |
$263K - $268K
|
2.78K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.77KNew |
$262K - $267K
|
2.77K
$264K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.57KNew |
$243K - $248K
|
2.57K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.43K+ 28.82% |
$230K - $234K
|
10.9K
$1.03M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.39K+ 127.47% |
$226K - $231K
|
4.27K
$406K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.19K+ 20.72% |
$207K - $211K
|
12.7K
$1.21M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.16KNew |
$204K - $208K
|
2.16K
$205K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
1.7K+ 18.44% |
$161K - $164K
|
10.9K
$1.04M
|