Latest Institutional Transactions on Pimco Enhanced Low Duration Ac (LDUR)
This table provides information on the latest institutional transactions involving Pimco Enhanced Low Duration Ac (LDUR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18K+ 786.76% |
$1.71M - $1.73M
|
20.3K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
425+ 3.47% |
$40.3K - $40.8K
|
12.7K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
180K+ 160.26% |
$17.1M - $17.3M
|
293K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
75New |
$7.12K - $7.21K
|
75
$7.15K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
985+ 4.27% |
$93.4K - $94.7K
|
24.1K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 8.0% |
$1.37M - $1.39M
|
195K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-263- 8.97% |
$25K - $25.3K
|
2.67K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.49K- 26.91% |
$521K - $528K
|
14.9K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
73.9KNew |
$7.01M - $7.1M
|
73.9K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-33.2K- 57.82% |
$3.15M - $3.19M
|
24.2K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.9K+ 21.64% |
$4.07M - $4.13M
|
241K
$23M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-96.8K- 43.22% |
$9.18M - $9.3M
|
127K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.55K- 6.3% |
$147K - $149K
|
23K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.98K+ 77.42% |
$473K - $479K
|
11.4K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 0.05% |
$94.9 - $96.1
|
2.16K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17.2KNew |
$1.64M - $1.66M
|
17.2K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-604- 16.06% |
$57.3K - $58.1K
|
3.16K
$301K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-129- 70.11% |
$12.2K - $12.4K
|
55
$5.24K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.12K- 8.07% |
$201K - $203K
|
24.1K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.06% |
$94.9 - $96.1
|
1.64K
$156K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-662- 21.83% |
$62.8K - $63.6K
|
2.37K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-911- 1.17% |
$86.4K - $87.6K
|
77K
$7.35M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-19.4K- 70.21% |
$1.84M - $1.86M
|
8.23K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 47.13% |
$11.5M - $11.7M
|
379K
$36.1M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.58K- 6.79% |
$150K - $151K
|
21.7K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-960- 27.3% |
$91.1K - $92.3K
|
2.56K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-409K- 49.95% |
$38.8M - $39.3M
|
410K
$39.1M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.2K- 48.98% |
$398K - $403K
|
4.37K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
82New |
$7.78K - $7.88K
|
82
$7.82K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.77K+ 47.77% |
$263K - $267K
|
8.58K
$818K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-99- 0.48% |
$9.39K - $9.51K
|
20.3K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
187+ 25.27% |
$17.7K - $18K
|
927
$88.4K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.7KNew |
$2.44M - $2.47M
|
25.7K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-33- 0.24% |
$3.13K - $3.17K
|
13.4K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.48K+ 21.34% |
$235K - $238K
|
14.1K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.32K+ 5.44% |
$126K - $127K
|
25.6K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-233- 0.57% |
$22.1K - $22.4K
|
40.7K
$3.88M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
633+ 2.07% |
$60.1K - $60.8K
|
31.2K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.83K- 51.65% |
$458K - $464K
|
4.52K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.37K+ 3.85% |
$224K - $227K
|
63.8K
$6.09M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4+ 7.14% |
$379 - $384
|
60
$5.72K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
301+ 1.24% |
$28.6K - $28.9K
|
24.5K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.46K+ 46.8% |
$423K - $429K
|
14K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3.65K- 15.89% |
$346K - $351K
|
19.3K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
18.2K+ 1.92% |
$1.72M - $1.75M
|
967K
$92.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
152+ 2.48% |
$14.4K - $14.6K
|
6.28K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.2K+ 13.92% |
$493K - $499K
|
42.5K
$4.05M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
229New |
$21.7K - $22K
|
229
$21.8K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.4K- 39.16% |
$1.27M - $1.29M
|
20.8K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.58KNew |
$245K - $248K
|
2.58K
$246K
|