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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
350New |
$32.6K - $32.9K
|
350
$33.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
348New |
$32.4K - $32.7K
|
348
$33.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.0% |
$93.2 - $94.1
|
55.1K
$5.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129KNew |
$12.1M - $12.2M
|
129K
$12.2M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.2KNew |
$206K - $209K
|
2.2K
$209K
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
891+ 0.81% |
$83.5K - $84.7K
|
111K
$10.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
540+ 19.31% |
$50.6K - $51.3K
|
3.34K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 4.89% |
$35K - $35.4K
|
8K
$759K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
111New |
$10.4K - $10.5K
|
111
$10.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73New |
$6.84K - $6.94K
|
73
$6.93K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
9New |
$844 - $855
|
9
$855
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
12.5K+ 202.77% |
$1.17M - $1.19M
|
18.6K
$1.77M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.67KNew |
$905K - $921K
|
9.67K
$918K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
9.3KNew |
$870K - $886K
|
9.3K
$883K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
8.35KNew |
$781K - $795K
|
8.35K
$793K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.21KNew |
$582K - $592K
|
6.21K
$590K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.25K+ 71.11% |
$397K - $404K
|
10.2K
$971K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11KNew |
$197K - $201K
|
2.11K
$200K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.15K+ 8.3% |
$108K - $110K
|
15.1K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105New |
$9.83K - $10K
|
105
$9.97K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.21% |
$468 - $476
|
2.41K
$229K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
106KNew |
$9.83M - $10M
|
106K
$10M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
32K+ 92.09% |
$2.98M - $3.04M
|
66.8K
$6.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.6K+ 198.99% |
$2.95M - $3M
|
47.5K
$4.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.18KNew |
$203K - $207K
|
2.18K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.28KNew |
$119K - $121K
|
1.28K
$121K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18+ 0.65% |
$1.68K - $1.71K
|
2.79K
$265K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
120KNew |
$11.4M - $11.6M
|
120K
$11.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.85KNew |
$837K - $854K
|
8.85K
$841K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.49KNew |
$424K - $433K
|
4.49K
$426K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.26KNew |
$403K - $411K
|
4.26K
$405K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.3K+ 203.01% |
$312K - $318K
|
4.93K
$468K
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.24K+ 60.99% |
$117K - $119K
|
3.26K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.01K+ 26.37% |
$95.9K - $97.8K
|
4.86K
$462K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
610New |
$57.7K - $58.8K
|
610
$57.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
334New |
$31.6K - $32.2K
|
334
$31.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
225New |
$21.3K - $21.7K
|
225
$21.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
95New |
$8.99K - $9.16K
|
95
$9.02K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
38New |
$3.6K - $3.67K
|
38
$3.61K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8+ 0.35% |
$757 - $772
|
2.29K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.8% |
$189 - $193
|
253
$24K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.38% |
$189 - $193
|
524
$49.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
43.9KNew |
$4.21M - $4.29M
|
43.9K
$4.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
11.7KNew |
$1.12M - $1.15M
|
11.7K
$1.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
660New |
$63.2K - $64.5K
|
660
$62.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
633New |
$60.6K - $61.9K
|
633
$60.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
65+ 0.52% |
$6.22K - $6.35K
|
12.7K
$1.2M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$2.38M - $2.46M
|
24.4K
$2.32M
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.96KNew |
$398K - $403K
|
3.96K
$376K
|
|