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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.57K+ 76.5% |
$244K - $247K
|
5.93K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-601- 38.38% |
$57K - $57.8K
|
965
$92K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
216+ 0.76% |
$20.5K - $20.8K
|
28.7K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5New |
$474 - $481
|
5
$477
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.57KNew |
$149K - $151K
|
1.57K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 171.37% |
$6.64M - $6.73M
|
111K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
260New |
$24.7K - $25K
|
260
$24.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.02KNew |
$382K - $387K
|
4.02K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.44K+ 16.0% |
$516K - $523K
|
39.4K
$3.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.51K+ 68.4% |
$143K - $145K
|
3.72K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.06K+ 6.68% |
$290K - $294K
|
48.8K
$4.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4KNew |
$379K - $384K
|
4K
$381K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.07K+ 51.14% |
$291K - $295K
|
9.07K
$865K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.92K- 6.32% |
$941K - $954K
|
147K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.2K+ 30.27% |
$964K - $977K
|
43.8K
$4.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
220+ 2.65% |
$20.9K - $21.1K
|
8.53K
$813K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.93K- 6.35% |
$183K - $185K
|
28.4K
$2.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.7K+ 8.64% |
$351K - $356K
|
46.5K
$4.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
728+ 5.35% |
$69.1K - $70K
|
14.3K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-359- 4.17% |
$34.1K - $34.5K
|
8.26K
$787K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54- 0.82% |
$5.12K - $5.19K
|
6.57K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.09KNew |
$863K - $874K
|
9.09K
$867K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.64K- 3.85% |
$155K - $157K
|
40.9K
$3.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-848- 14.08% |
$80.4K - $81.5K
|
5.18K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 1.01% |
$3.61K - $3.65K
|
3.81K
$364K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
55+ 0.74% |
$5.22K - $5.29K
|
7.45K
$710K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
16.3K+ 15.13% |
$1.55M - $1.57M
|
124K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
190New |
$18K - $18.3K
|
190
$18.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
122+ 2.0% |
$11.6K - $11.7K
|
6.22K
$593K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
450+ 11.33% |
$42.7K - $43.2K
|
4.42K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
38.4K+ 18.26% |
$3.64M - $3.69M
|
248K
$23.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
324New |
$30.7K - $31.1K
|
324
$30.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.04K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
109+ 1.43% |
$10.3K - $10.5K
|
7.75K
$739K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.22KNew |
$211K - $213K
|
2.22K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-322- 9.23% |
$30.5K - $30.9K
|
3.17K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.6K- 7.72% |
$342K - $346K
|
43.1K
$4.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
208New |
$19.7K - $20K
|
208
$19.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.75K+ 6.79% |
$166K - $168K
|
27.5K
$2.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 15.99% |
$10.9K - $11.1K
|
604
$57.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.77K- 24.02% |
$642K - $648K
|
21.4K
$2.04M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.61KNew |
$626K - $632K
|
6.61K
$630K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
444New |
$42.1K - $42.5K
|
444
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
695+ 9.02% |
$65.9K - $66.5K
|
8.4K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-344- 13.43% |
$32.6K - $32.9K
|
2.22K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-265- 43.44% |
$25.1K - $25.4K
|
345
$32.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.39KClosed |
$227K - $229K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
98New |
$9.29K - $9.38K
|
98
$9.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-500- 51.98% |
$47.4K - $47.8K
|
462
$44.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.48K- 71.96% |
$519K - $524K
|
2.14K
$204K
|
|