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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-937- 9.16% |
$88.7K - $90.4K
|
9.3K
$885K
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.35K- 1.94% |
$128K - $130K
|
68.3K
$6.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.67K- 5.24% |
$158K - $161K
|
30.2K
$2.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.83K- 20.06% |
$173K - $177K
|
7.29K
$694K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.3K- 46.46% |
$218K - $222K
|
2.65K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.34K- 28.21% |
$222K - $226K
|
5.96K
$568K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.34K- 5.59% |
$222K - $226K
|
39.6K
$3.77M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 24.49% |
$225K - $229K
|
7.33K
$698K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.5KClosed |
$237K - $241K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.7K- 47.84% |
$255K - $260K
|
2.94K
$280K
|
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-2.7K- 2.06% |
$255K - $260K
|
128K
$12.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.79K- 30.02% |
$264K - $269K
|
6.5K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.92K- 16.19% |
$277K - $282K
|
15.1K
$1.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.31K- 47.35% |
$313K - $319K
|
3.68K
$350K
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.38K- 13.16% |
$320K - $326K
|
22.3K
$2.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.13K- 38.59% |
$391K - $399K
|
6.58K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.18K- 24.22% |
$490K - $499K
|
16.2K
$1.54M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.2K- 6.2% |
$492K - $501K
|
78.7K
$7.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-5.68K- 3.14% |
$538K - $548K
|
175K
$16.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.73K- 68.57% |
$542K - $552K
|
2.63K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.08K- 37.15% |
$576K - $587K
|
10.3K
$980K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.09K- 48.7% |
$576K - $588K
|
6.42K
$611K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.69K- 20.13% |
$633K - $645K
|
26.6K
$2.53M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-7.07K- 9.53% |
$669K - $682K
|
67.1K
$6.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.76KClosed |
$735K - $749K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-10K- 90.91% |
$946K - $965K
|
1K
$95.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.2K- 25.61% |
$1.06M - $1.08M
|
32.5K
$3.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.3K- 6.99% |
$1.16M - $1.19M
|
164K
$15.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.8K- 5.09% |
$1.78M - $1.81M
|
350K
$33.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.6K- 62.2% |
$1.95M - $1.99M
|
12.5K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-30.6K- 10.24% |
$2.89M - $2.95M
|
268K
$25.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-35.7K- 99.99% |
$3.38M - $3.44M
|
5
$476
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-51.4K- 20.43% |
$4.86M - $4.95M
|
200K
$19M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-54.6K- 78.01% |
$5.16M - $5.26M
|
15.4K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.3K- 26.57% |
$5.23M - $5.33M
|
153K
$14.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-90K- 73.71% |
$8.52M - $8.68M
|
32.1K
$3.06M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-142K- 23.64% |
$13.5M - $13.7M
|
460K
$43.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 24.08% |
$15.7M - $16M
|
522K
$49.7M
|