Purchases and Sales Made in Q1 2022 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO ENHANCED LOW DURATION AC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
347KNew |
$33.8M - $35M
|
347K
$33.1M
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
229KNew |
$22.4M - $23.1M
|
229K
$21.9M
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
217KNew |
$21.2M - $21.9M
|
217K
$20.7M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
141K+ 24.89% |
$13.7M - $14.2M
|
708K
$67.5M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.8K+ 107.93% |
$9.05M - $9.36M
|
179K
$17M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58K+ 12.76% |
$5.65M - $5.84M
|
513K
$48.8M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
33.9KNew |
$3.3M - $3.41M
|
33.9K
$3.23M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
32.5KNew |
$3.17M - $3.28M
|
32.5K
$3.1M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
28.4K+ 283650.0% |
$2.76M - $2.86M
|
28.4K
$2.7M
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
27.5K+ 537.54% |
$2.67M - $2.77M
|
32.6K
$3.1M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.1K+ 3.98% |
$2.64M - $2.74M
|
709K
$67.6M
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25.8KNew |
$2.51M - $2.6M
|
25.8K
$2.45M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$2.38M - $2.46M
|
24.4K
$2.32M
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
20.9K+ 21.65% |
$2.04M - $2.11M
|
118K
$11.2M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 65.57% |
$1.93M - $2M
|
50.1K
$4.77M
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.54M - $1.59M
|
15.8K
$1.51M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7K+ 3.63% |
$1.44M - $1.49M
|
421K
$40.1M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 71.47% |
$1.42M - $1.47M
|
35K
$3.34M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$1.37M - $1.42M
|
14.1K
$1.34M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 61.29% |
$1.32M - $1.37M
|
35.7K
$3.41M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12K+ 2.94% |
$1.17M - $1.21M
|
421K
$40.1M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.5K+ 10.28% |
$1.12M - $1.16M
|
123K
$11.7M
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
11.2K+ 9.77% |
$1.09M - $1.13M
|
126K
$12M
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
9.28K+ 10.39% |
$904K - $935K
|
98.6K
$9.39M
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
8.12KNew |
$791K - $818K
|
8.12K
$773K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.67KNew |
$747K - $773K
|
7.67K
$731K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6.32KNew |
$615K - $637K
|
6.32K
$602K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.93K+ 28.39% |
$578K - $598K
|
26.8K
$2.56M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.48KNew |
$534K - $553K
|
5.48K
$522K
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.93K+ 3.2% |
$481K - $497K
|
159K
$15.2M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.15K+ 5.31% |
$404K - $418K
|
82.3K
$7.84M
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.95K+ 15.18% |
$385K - $398K
|
30K
$2.86M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.76K+ 13.39% |
$366K - $379K
|
31.9K
$3.04M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
3.71K+ 1.95% |
$361K - $374K
|
194K
$18.5M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.46KNew |
$337K - $348K
|
3.46K
$329K
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.32KNew |
$323K - $335K
|
3.32K
$316K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.32KNew |
$323K - $334K
|
3.32K
$316K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.1K+ 140.91% |
$302K - $312K
|
5.3K
$505K
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
BUY
|
- |
2.99K+ 134.67% |
$291K - $301K
|
5.21K
$496K
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.45K+ 8.39% |
$238K - $246K
|
31.6K
$3.01M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.38K+ 5.32% |
$232K - $240K
|
47.1K
$4.49M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.33KNew |
$227K - $234K
|
2.33K
$222K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$205K - $212K
|
2.1K
$200K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.86K+ 38.65% |
$181K - $187K
|
6.67K
$636K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 17.3% |
$173K - $179K
|
12K
$1.15M
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.67K+ 7.09% |
$163K - $168K
|
25.2K
$2.4M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.62K+ 24.21% |
$158K - $163K
|
8.3K
$791K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.31K+ 22.21% |
$128K - $132K
|
7.21K
$687K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.3K+ 3.04% |
$127K - $131K
|
44.2K
$4.21M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 18.7% |
$110K - $113K
|
7.14K
$680K
|