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 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.08K- 32.66% |
$101K - $103K
|
2.23K
$212K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
540+ 19.31% |
$50.6K - $51.3K
|
3.34K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
9New |
$844 - $855
|
9
$857
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-30- 31.58% |
$2.81K - $2.85K
|
65
$6.19K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.67KNew |
$905K - $921K
|
9.67K
$920K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-120- 13.29% |
$11.2K - $11.4K
|
783
$74.5K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105New |
$9.83K - $10K
|
105
$10K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.15K+ 8.3% |
$108K - $110K
|
15.1K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11KNew |
$197K - $201K
|
2.11K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
12.5K+ 202.77% |
$1.17M - $1.19M
|
18.6K
$1.77M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
9.3KNew |
$870K - $886K
|
9.3K
$885K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.38K- 24.33% |
$129K - $131K
|
4.29K
$409K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.14K- 18.43% |
$200K - $203K
|
9.46K
$901K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.21KNew |
$582K - $592K
|
6.21K
$592K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.25K+ 71.11% |
$397K - $404K
|
10.2K
$973K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-1.2K- 29.63% |
$112K - $114K
|
2.85K
$271K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
8.35KNew |
$781K - $795K
|
8.35K
$795K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.21% |
$468 - $476
|
2.41K
$229K
|
|
| Q4 2022 | |||||||
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.36K- 35.07% |
$126K - $128K
|
2.51K
$239K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
106KNew |
$9.83M - $10M
|
106K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 27.03% |
$9.31K - $9.48K
|
270
$25.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.28KNew |
$119K - $121K
|
1.28K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.18KNew |
$203K - $207K
|
2.18K
$208K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.06K- 11.69% |
$378K - $385K
|
30.7K
$2.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18+ 0.65% |
$1.68K - $1.71K
|
2.79K
$266K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.6K+ 198.99% |
$2.95M - $3M
|
47.5K
$4.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-7.46K- 41.95% |
$694K - $707K
|
10.3K
$983K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
32K+ 92.09% |
$2.98M - $3.04M
|
66.8K
$6.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 9.35% |
$1.86K - $1.9K
|
194
$18.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-519- 83.84% |
$48.3K - $49.2K
|
100
$9.52K
|
|
| Q3 2022 | |||||||
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.5KClosed |
$237K - $241K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
334New |
$31.6K - $32.2K
|
334
$31.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.34K- 28.21% |
$222K - $226K
|
5.96K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
120KNew |
$11.4M - $11.6M
|
120K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.8% |
$189 - $193
|
253
$24.1K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
38New |
$3.6K - $3.67K
|
38
$3.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.01K+ 26.37% |
$95.9K - $97.8K
|
4.86K
$463K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.3K- 46.46% |
$218K - $222K
|
2.65K
$252K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.26KNew |
$403K - $411K
|
4.26K
$406K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.24K+ 60.99% |
$117K - $119K
|
3.26K
$310K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
225New |
$21.3K - $21.7K
|
225
$21.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.38% |
$189 - $193
|
524
$49.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.3K+ 203.01% |
$312K - $318K
|
4.93K
$469K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
95New |
$8.99K - $9.16K
|
95
$9.04K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.49KNew |
$424K - $433K
|
4.49K
$427K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-177- 37.98% |
$16.7K - $17.1K
|
289
$27.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
610New |
$57.7K - $58.8K
|
610
$58.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.2K- 25.61% |
$1.06M - $1.08M
|
32.5K
$3.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.85KNew |
$837K - $854K
|
8.85K
$843K
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-48- 1.99% |
$4.54K - $4.63K
|
2.37K
$225K
|
|