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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.69KNew |
$255K - $258K
|
2.69K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.91K+ 6.79% |
$276K - $278K
|
45.8K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.7K- 88.89% |
$1.67M - $1.69M
|
2.21K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-397- 0.92% |
$37.6K - $38K
|
42.8K
$4.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.61K- 13.07% |
$532K - $537K
|
37.3K
$3.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.32K+ 20.58% |
$220K - $222K
|
13.6K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 1.02% |
$3.6K - $3.64K
|
3.78K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4.56K- 56.68% |
$432K - $437K
|
3.49K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.48K- 4.64% |
$140K - $142K
|
30.4K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.37K- 9.99% |
$604K - $609K
|
57.4K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-525- 11.67% |
$49.8K - $50.2K
|
3.97K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60- 1.49% |
$5.69K - $5.74K
|
3.97K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
227+ 7.22% |
$21.5K - $21.7K
|
3.37K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8.31KNew |
$787K - $795K
|
8.31K
$797K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-329- 10.9% |
$31.2K - $31.5K
|
2.69K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-937- 29.24% |
$88.8K - $89.7K
|
2.27K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
524+ 0.55% |
$49.7K - $50.1K
|
96K
$9.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.81K- 51.81% |
$172K - $174K
|
1.69K
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 4.3% |
$101K - $102K
|
25.7K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
402+ 5.48% |
$38.1K - $38.5K
|
7.74K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-7.86K- 6.79% |
$745K - $753K
|
108K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-213- 1.88% |
$20.2K - $20.4K
|
11.1K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.73% |
$1.61K - $1.63K
|
2.33K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
750+ 10.88% |
$71.1K - $71.8K
|
7.64K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$94.8 - $95.7
|
9.81K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
645+ 9.55% |
$61.1K - $61.7K
|
7.4K
$709K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 4.86% |
$205K - $207K
|
46.7K
$4.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64New |
$6.07K - $6.12K
|
64
$6.14K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.84K- 38.57% |
$175K - $176K
|
2.93K
$281K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
37+ 1.2% |
$3.51K - $3.54K
|
3.11K
$298K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.14K+ 3.13% |
$582K - $588K
|
202K
$19.4M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28KNew |
$2.65M - $2.7M
|
28K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.94K+ 75.83% |
$372K - $379K
|
9.14K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.2K- 82.87% |
$4.45M - $4.54M
|
9.75K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
965New |
$91.1K - $92.8K
|
965
$92.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.96KNew |
$374K - $381K
|
3.96K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16KNew |
$110K - $112K
|
1.16K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.15KNew |
$203K - $206K
|
2.15K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-255- 21.14% |
$24.1K - $24.5K
|
951
$91.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.42KNew |
$134K - $137K
|
1.42K
$136K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-716- 4.01% |
$67.6K - $68.8K
|
17.1K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
864+ 38.88% |
$81.6K - $83.1K
|
3.09K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-975- 25.81% |
$92K - $93.7K
|
2.8K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-84- 2.56% |
$7.93K - $8.08K
|
3.2K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
297New |
$28K - $28.6K
|
297
$28.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-410- 14.91% |
$38.7K - $39.4K
|
2.34K
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 2.42% |
$1.32K - $1.35K
|
593
$56.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20KNew |
$1.89M - $1.92M
|
20K
$1.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
328New |
$31K - $31.5K
|
328
$31.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
106New |
$10K - $10.2K
|
106
$10.2K
|
|