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 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-343- 10.9% |
$32.4K - $32.7K
|
2.8K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-114K- 68.97% |
$10.8M - $10.9M
|
51.4K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.61KNew |
$246K - $249K
|
2.61K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.74KNew |
$259K - $262K
|
2.74K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
295+ 7.1% |
$27.9K - $28.1K
|
4.45K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.09K+ 75.59% |
$482K - $486K
|
11.8K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
35+ 1.17% |
$3.31K - $3.34K
|
3.03K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 4.82% |
$12.7K - $12.8K
|
2.91K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$24.8K - $25K
|
262
$24.9K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
118+ 5.03% |
$11.2K - $11.3K
|
2.46K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.61KNew |
$342K - $345K
|
3.61K
$344K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
108+ 4.46% |
$10.2K - $10.3K
|
2.53K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 28.08% |
$3.88K - $3.91K
|
105
$9.99K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-42- 12.28% |
$3.97K - $4.01K
|
300
$28.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 8.3% |
$1.99K - $2K
|
274
$26.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
143New |
$13.5K - $13.6K
|
143
$13.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
424+ 60.4% |
$40.1K - $40.4K
|
1.13K
$107K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.13% |
$567 - $572
|
4.75K
$452K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78New |
$7.28K - $7.42K
|
78
$7.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.22KNew |
$207K - $211K
|
2.22K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.62K- 71.69% |
$617K - $629K
|
2.61K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 200.0% |
$46.7K - $47.5K
|
750
$71.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
148+ 5.54% |
$13.8K - $14.1K
|
2.82K
$269K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.6KNew |
$1.37M - $1.39M
|
14.6K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3K- 30.0% |
$280K - $285K
|
7K
$666K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-9.95K- 27.74% |
$928K - $946K
|
25.9K
$2.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-442- 98.0% |
$41.3K - $42K
|
9
$857
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
159New |
$14.8K - $15.1K
|
159
$15.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-78- 1.56% |
$7.28K - $7.42K
|
4.94K
$470K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2K- 56.17% |
$112K - $113K
|
934
$88.9K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
350New |
$32.6K - $32.9K
|
350
$33.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$93.2K - $94.1K
|
1K
$95.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-163- 0.24% |
$15.2K - $15.3K
|
68K
$6.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-382- 52.11% |
$35.6K - $35.9K
|
351
$33.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
348New |
$32.4K - $32.7K
|
348
$33.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 25.0% |
$93.2 - $94.1
|
3
$286
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
2.14KNew |
$200K - $201K
|
2.14K
$204K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.0% |
$93.2 - $94.1
|
55.1K
$5.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.35K- 27.52% |
$126K - $127K
|
3.55K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.35K- 29.83% |
$499K - $503K
|
12.6K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 29.91% |
$114K - $115K
|
2.87K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-740- 25.14% |
$69K - $69.6K
|
2.2K
$210K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
891+ 0.81% |
$83.5K - $84.7K
|
111K
$10.6M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.2KNew |
$206K - $209K
|
2.2K
$210K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
111New |
$10.4K - $10.5K
|
111
$10.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129KNew |
$12.1M - $12.2M
|
129K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73New |
$6.84K - $6.94K
|
73
$6.95K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 4.89% |
$35K - $35.4K
|
8K
$761K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.2K- 21.43% |
$112K - $114K
|
4.4K
$419K
|
|