Purchases and Sales Made in Q4 2021 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
BUY
|
- |
2.22KNew |
$223K - $226K
|
2.22K
$211K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.08K+ 11.35% |
$209K - $212K
|
20.4K
$1.95M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.99K+ 7.35% |
$200K - $203K
|
29.1K
$2.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.94K+ 21.16% |
$195K - $197K
|
11.1K
$1.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.38K+ 0.91% |
$139K - $141K
|
154K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 17.75% |
$133K - $134K
|
8.75K
$835K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
1.18K+ 15.68% |
$118K - $120K
|
8.68K
$827K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.08K+ 4.87% |
$109K - $110K
|
23.4K
$2.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
939+ 12.92% |
$94.5K - $95.6K
|
8.2K
$782K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
887+ 6.91% |
$89.2K - $90.3K
|
13.7K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
847New |
$85.2K - $86.2K
|
847
$80.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
726+ 5.03% |
$73K - $73.9K
|
15.2K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
581+ 6.16% |
$58.4K - $59.1K
|
10K
$954K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
496+ 43.47% |
$49.9K - $50.5K
|
1.64K
$156K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
494+ 18.19% |
$49.7K - $50.3K
|
3.21K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
491New |
$49.4K - $50K
|
491
$46.8K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
470New |
$47.3K - $47.8K
|
470
$44.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
370+ 16.14% |
$37.2K - $37.7K
|
2.66K
$254K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
266+ 0.93% |
$26.8K - $27.1K
|
28.8K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
174+ 3.31% |
$17.5K - $17.7K
|
5.43K
$517K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
164+ 5.44% |
$16.5K - $16.7K
|
3.18K
$303K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
147New |
$14.8K - $15K
|
147
$14K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
128+ 1.8% |
$12.9K - $13K
|
7.25K
$692K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
107+ 4.17% |
$10.8K - $10.9K
|
2.68K
$255K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
103+ 14.53% |
$10.4K - $10.5K
|
812
$77.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
68New |
$6.84K - $6.92K
|
68
$6.48K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
65+ 0.45% |
$6.54K - $6.62K
|
14.7K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55+ 1.78% |
$5.53K - $5.6K
|
3.14K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46+ 6.39% |
$4.63K - $4.68K
|
766
$73K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25New |
$2.51K - $2.54K
|
25
$2.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
21+ 0.44% |
$2.11K - $2.14K
|
4.81K
$459K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3New |
$302 - $305
|
3
$286
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.3% |
$101 - $102
|
330
$31.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.14% |
$101 - $102
|
738
$70.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$704 - $713
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-21Closed |
$2.11K - $2.14K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-41- 0.09% |
$4.12K - $4.17K
|
44.8K
$4.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-46- 1.38% |
$4.63K - $4.68K
|
3.3K
$314K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-48- 3.2% |
$4.83K - $4.89K
|
1.45K
$138K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-82- 4.36% |
$8.25K - $8.35K
|
1.8K
$172K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-140Closed |
$14.1K - $14.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 3.57% |
$20.1K - $20.4K
|
5.41K
$516K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-232Closed |
$23.3K - $23.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-358- 7.89% |
$36K - $36.4K
|
4.18K
$399K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-358- 7.89% |
$36K - $36.4K
|
4.18K
$399K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-507- 42.53% |
$51K - $51.6K
|
685
$65.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-605- 8.3% |
$60.9K - $61.6K
|
6.68K
$637K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-1K- 19.8% |
$101K - $102K
|
4.05K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.34K- 11.74% |
$135K - $137K
|
10.1K
$962K
|