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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.35% |
$94 - $94.7
|
75
$7.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
185+ 2.87% |
$17.4K - $17.5K
|
6.63K
$633K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.61K- 7.01% |
$527K - $531K
|
74.3K
$7.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-200- 6.58% |
$18.8K - $18.9K
|
2.84K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.52K- 97.01% |
$519K - $523K
|
170
$16.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-140- 3.65% |
$13.2K - $13.3K
|
3.69K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-206K- 98.72% |
$19.4M - $19.5M
|
2.67K
$255K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 34.46% |
$99.4K - $100K
|
2.01K
$192K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.09K- 26.66% |
$103K - $103K
|
3K
$287K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.1KNew |
$1.42M - $1.43M
|
15.1K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1New |
$94 - $94.7
|
1
$95.6
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-65- 89.04% |
$6.11K - $6.15K
|
8
$764
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-565- 20.85% |
$53.1K - $53.5K
|
2.15K
$205K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.28K+ 58.94% |
$214K - $215K
|
6.14K
$586K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-54Closed |
$5.11K - $5.15K
|
0
$0
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.15KNew |
$203K - $205K
|
2.15K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-343- 10.9% |
$32.4K - $32.7K
|
2.8K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.09K+ 75.59% |
$482K - $486K
|
11.8K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.61KNew |
$246K - $249K
|
2.61K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-114K- 68.97% |
$10.8M - $10.9M
|
51.4K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.74KNew |
$259K - $262K
|
2.74K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
295+ 7.1% |
$27.9K - $28.1K
|
4.45K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 4.82% |
$12.7K - $12.8K
|
2.91K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$24.8K - $25K
|
262
$25K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.61KNew |
$342K - $345K
|
3.61K
$345K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
118+ 5.03% |
$11.2K - $11.3K
|
2.46K
$235K
|
|
|
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
$10K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-42- 12.28% |
$3.97K - $4.01K
|
300
$28.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 8.3% |
$1.99K - $2K
|
274
$26.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
424+ 60.4% |
$40.1K - $40.4K
|
1.13K
$108K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.13% |
$567 - $572
|
4.75K
$454K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78New |
$7.28K - $7.42K
|
78
$7.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.22KNew |
$207K - $211K
|
2.22K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.62K- 71.69% |
$617K - $629K
|
2.61K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
148+ 5.54% |
$13.8K - $14.1K
|
2.82K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3K- 30.0% |
$280K - $285K
|
7K
$669K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-9.95K- 27.74% |
$928K - $946K
|
25.9K
$2.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
159New |
$14.8K - $15.1K
|
159
$15.2K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
350New |
$32.6K - $32.9K
|
350
$33.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$93.2K - $94.1K
|
1K
$95.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-163- 0.24% |
$15.2K - $15.3K
|
68K
$6.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-382- 52.11% |
$35.6K - $35.9K
|
351
$33.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
348New |
$32.4K - $32.7K
|
348
$33.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 25.0% |
$93.2 - $94.1
|
3
$287
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
2.14KNew |
$200K - $201K
|
2.14K
$205K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.0% |
$93.2 - $94.1
|
55.1K
$5.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 29.91% |
$114K - $115K
|
2.87K
$274K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-740- 25.14% |
$69K - $69.6K
|
2.2K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|