Latest Institutional Purchases of Pimco Enhanced Low Duration Ac (LDUR)
This list provides information on the latest institutional transactions involving Pimco Enhanced Low Duration Ac (LDUR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 34.8% |
$133K - $134K
|
5.42K
$518K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.36K+ 0.7% |
$129K - $131K
|
196K
$18.7M
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.35K+ 2.9% |
$128K - $130K
|
47.9K
$4.57M
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.34K+ 60.21% |
$127K - $128K
|
3.56K
$340K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 366.16% |
$114K - $115K
|
1.53K
$146K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.05KNew |
$99.2K - $100K
|
1.05K
$100K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
993+ 1.02% |
$94.1K - $95.3K
|
98.2K
$9.38M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
986+ 12.72% |
$93.5K - $94.6K
|
8.74K
$835K
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
934+ 1.21% |
$88.5K - $89.6K
|
78K
$7.45M
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
876+ 2.14% |
$83K - $84.1K
|
41.8K
$3.99M
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
800+ 16.96% |
$75.8K - $76.8K
|
5.52K
$527K
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
798+ 1.96% |
$75.6K - $76.6K
|
41.5K
$3.96M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
795+ 6.69% |
$75.4K - $76.3K
|
12.7K
$1.21M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
673+ 31.43% |
$63.8K - $64.6K
|
2.81K
$269K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
645+ 435.81% |
$61.1K - $61.9K
|
793
$75.8K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
625+ 1.43% |
$59.2K - $60K
|
44.4K
$4.24M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
565+ 2.2% |
$53.6K - $54.2K
|
26.2K
$2.5M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
496+ 10.12% |
$47K - $47.6K
|
5.4K
$515K
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
484+ 5.68% |
$45.9K - $46.4K
|
9.01K
$861K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
475+ 14.11% |
$45K - $45.6K
|
3.84K
$367K
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
416+ 0.98% |
$39.4K - $39.9K
|
42.9K
$4.1M
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
410+ 1.54% |
$38.9K - $39.3K
|
27.1K
$2.59M
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
388+ 3.06% |
$36.8K - $37.2K
|
13.1K
$1.25M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
335+ 2.0% |
$31.8K - $32.1K
|
17.1K
$1.63M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
121+ 3.85% |
$11.5K - $11.6K
|
3.27K
$312K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
100+ 10.79% |
$9.48K - $9.6K
|
1.03K
$98.1K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.16% |
$6.73K - $6.81K
|
43.1K
$4.12M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
68+ 1.94% |
$6.45K - $6.53K
|
3.58K
$342K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$4.83K - $4.89K
|
51
$4.87K
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
44+ 0.31% |
$4.17K - $4.22K
|
14.4K
$1.37M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29New |
$2.75K - $2.78K
|
29
$2.77K
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28+ 1.09% |
$2.65K - $2.69K
|
2.59K
$248K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.06K
$483K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9New |
$853 - $864
|
9
$860
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.19% |
$853 - $864
|
4.81K
$459K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.03% |
$284 - $288
|
11.4K
$1.09M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.9K+ 21.64% |
$4.07M - $4.13M
|
241K
$23M
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
16.3K+ 15.13% |
$1.55M - $1.57M
|
124K
$11.9M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 54.57% |
$1.38M - $1.39M
|
41.1K
$3.92M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$1M - $1.01M
|
10.6K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4KNew |
$379K - $384K
|
4K
$382K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.58KNew |
$245K - $248K
|
2.58K
$247K
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
946+ 14.32% |
$89.7K - $90.9K
|
7.55K
$722K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
450+ 11.33% |
$42.7K - $43.2K
|
4.42K
$423K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
229New |
$21.7K - $22K
|
229
$21.9K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
208New |
$19.7K - $20K
|
208
$19.9K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
190New |
$18K - $18.3K
|
190
$18.2K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
82New |
$7.78K - $7.88K
|
82
$7.84K
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
75New |
$7.12K - $7.21K
|
75
$7.17K
|