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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$250K - $251K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
19.2KNew |
$1.95M - $1.95M
|
19.2K
$1.83M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-3KClosed |
$305K - $305K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-78Closed |
$7.92K - $7.94K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-744Closed |
$75.6K - $75.9K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.17KClosed |
$728K - $731K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-500Closed |
$50.8K - $51K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-3.27KClosed |
$333K - $334K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.9KClosed |
$193K - $194K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-21Closed |
$2.14K - $2.15K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.21KClosed |
$836K - $839K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-31.1KClosed |
$3.17M - $3.18M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.58KClosed |
$365K - $366K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-72Closed |
$7.33K - $7.37K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-205Closed |
$20.9K - $21K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-685Closed |
$69.8K - $70.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 19, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-500Closed |
$50.9K - $51.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-275Closed |
$28K - $28.1K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.23KNew |
$329K - $331K
|
3.23K
$309K
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5KClosed |
$509K - $511K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Monument Capital Management
|
SELL
|
- |
-4.82KClosed |
$490K - $493K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-2.39KClosed |
$243K - $244K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.39KClosed |
$243K - $244K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.79K- 69.86% |
$175K - $183K
|
774
$74K
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
BUY
|
- |
417+ 105.84% |
$40.6K - $42.5K
|
811
$77.5K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.96KClosed |
$370K - $405K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2KClosed |
$187K - $205K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.87KClosed |
$923K - $1.01M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-2.1KClosed |
$196K - $215K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
BUY
|
- |
262New |
$24.5K - $26.8K
|
262
$25K
|
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-13Closed |
$1.21K - $1.33K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-525Closed |
$52.3K - $52.7K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$219K - $220K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Sep 04, 2020
Q2 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.75KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Parkside Investments, LLC
|
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-17.6KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-106KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.59KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-26.8KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-219Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-86Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-398Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Gradient Investments LLC
|
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
|
Jul 13, 2018
Q2 2018
|
Creative Financial Designs Inc
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-320Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
14.3KNew |
N/A
|
14.3K
$1.36M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$95.6
|
|