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 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.96KNew |
$374K - $381K
|
3.96K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.15KNew |
$203K - $206K
|
2.15K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.42KNew |
$134K - $137K
|
1.42K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16KNew |
$110K - $112K
|
1.16K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
965New |
$91.1K - $92.8K
|
965
$92K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
864+ 38.88% |
$81.6K - $83.1K
|
3.09K
$294K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
328New |
$31K - $31.5K
|
328
$31.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$28.3K - $28.8K
|
300
$28.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
297New |
$28K - $28.6K
|
297
$28.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
106New |
$10K - $10.2K
|
106
$10.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 2.42% |
$1.32K - $1.35K
|
593
$56.5K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.1KNew |
$1.42M - $1.43M
|
15.1K
$1.44M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.28K+ 58.94% |
$214K - $215K
|
6.14K
$585K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
185+ 2.87% |
$17.4K - $17.5K
|
6.63K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 60.0% |
$282 - $284
|
8
$763
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1New |
$94 - $94.7
|
1
$95.4
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.35% |
$94 - $94.7
|
75
$7.15K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1New |
$94 - $94.7
|
1
$95.4
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.09K+ 75.59% |
$482K - $486K
|
11.8K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.61KNew |
$342K - $345K
|
3.61K
$344K
|
|
|
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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.61KNew |
$246K - $249K
|
2.61K
$248K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.15KNew |
$203K - $205K
|
2.15K
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
424+ 60.4% |
$40.1K - $40.4K
|
1.13K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
295+ 7.1% |
$27.9K - $28.1K
|
4.45K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$24.8K - $25K
|
262
$25K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 4.82% |
$12.7K - $12.8K
|
2.91K
$278K
|
|
|
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
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 8.3% |
$1.99K - $2K
|
274
$26.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.13% |
$567 - $572
|
4.75K
$453K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.22KNew |
$207K - $211K
|
2.22K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
159New |
$14.8K - $15.1K
|
159
$15.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
148+ 5.54% |
$13.8K - $14.1K
|
2.82K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78New |
$7.28K - $7.42K
|
78
$7.44K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
2.14KNew |
$200K - $201K
|
2.14K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$93.2K - $94.1K
|
1K
$95.4K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
350New |
$32.6K - $32.9K
|
350
$33.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
348New |
$32.4K - $32.7K
|
348
$33.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.0% |
$93.2 - $94.1
|
55.1K
$5.25M
|
|
|
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
$12.3M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.2KNew |
$206K - $209K
|
2.2K
$210K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
540+ 19.31% |
$50.6K - $51.3K
|
3.34K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 4.89% |
$35K - $35.4K
|
8K
$762K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
111New |
$10.4K - $10.5K
|
111
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73New |
$6.84K - $6.94K
|
73
$6.96K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
9New |
$844 - $855
|
9
$858
|
|
| 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
$922K
|
|