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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.47K+ 3.01% |
$139K - $141K
|
50.3K
$4.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.06K
$483K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 9.56% |
$283K - $286K
|
34.2K
$3.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.34K+ 60.21% |
$127K - $128K
|
3.56K
$340K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.84K- 6.47% |
$174K - $177K
|
26.6K
$2.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
986+ 12.72% |
$93.5K - $94.6K
|
8.74K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.45K+ 119.76% |
$422K - $427K
|
8.16K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.35K+ 2.9% |
$128K - $130K
|
47.9K
$4.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29New |
$2.75K - $2.78K
|
29
$2.77K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
496+ 10.12% |
$47K - $47.6K
|
5.4K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
876+ 2.14% |
$83K - $84.1K
|
41.8K
$3.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
111K+ 150.56% |
$10.5M - $10.7M
|
185K
$17.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-313- 5.13% |
$29.7K - $30K
|
5.79K
$553K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.2K+ 139.77% |
$209K - $211K
|
3.77K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.29KNew |
$312K - $316K
|
3.29K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.96K- 10.3% |
$280K - $284K
|
25.8K
$2.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
625+ 1.43% |
$59.2K - $60K
|
44.4K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
484+ 5.68% |
$45.9K - $46.4K
|
9.01K
$861K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.49K+ 0.6% |
$142K - $143K
|
250K
$23.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
8.19KNew |
$776K - $786K
|
8.19K
$783K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
44+ 0.31% |
$4.17K - $4.22K
|
14.4K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.59KNew |
$246K - $249K
|
2.59K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.16% |
$6.73K - $6.81K
|
43.1K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6- 1.85% |
$569 - $576
|
318
$30.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
30.1K+ 174.34% |
$2.85M - $2.88M
|
47.3K
$4.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-458- 5.86% |
$43.4K - $44K
|
7.36K
$704K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.93K+ 41.37% |
$467K - $473K
|
16.9K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
121+ 3.85% |
$11.5K - $11.6K
|
3.27K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-370- 10.36% |
$35.1K - $35.5K
|
3.2K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.58K- 1.68% |
$339K - $344K
|
209K
$20M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
993+ 1.02% |
$94.1K - $95.3K
|
98.2K
$9.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.08K- 60.86% |
$482K - $488K
|
3.27K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.03% |
$284 - $288
|
11.4K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
5.01K+ 5.65% |
$475K - $481K
|
93.7K
$8.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
68+ 1.94% |
$6.45K - $6.53K
|
3.58K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.63K+ 4.17% |
$818K - $828K
|
216K
$20.6M
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
946+ 14.32% |
$89.7K - $90.9K
|
7.55K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11- 0.4% |
$1.04K - $1.06K
|
2.77K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 54.57% |
$1.38M - $1.39M
|
41.1K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-332- 93.52% |
$31.5K - $31.9K
|
23
$2.2K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$1M - $1.01M
|
10.6K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
75New |
$7.12K - $7.21K
|
75
$7.17K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-263- 8.97% |
$25K - $25.3K
|
2.67K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
35New |
$3.32K - $3.36K
|
35
$3.34K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.9K+ 21.64% |
$4.07M - $4.13M
|
241K
$23M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-129- 70.11% |
$12.2K - $12.4K
|
55
$5.26K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.2K- 48.98% |
$398K - $403K
|
4.37K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
82New |
$7.78K - $7.88K
|
82
$7.84K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
229New |
$21.7K - $22K
|
229
$21.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.58KNew |
$245K - $248K
|
2.58K
$247K
|
|