Purchases and Sales Made in Q1 2024 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q1 2024. 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, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
630New |
$59.6K - $60.1K
|
630
$60.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
625+ 0.79% |
$59.1K - $59.6K
|
80.2K
$7.64M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
624+ 8.49% |
$59K - $59.5K
|
7.98K
$760K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
598+ 1.33% |
$56.5K - $57K
|
45.4K
$4.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
510+ 73.28% |
$48.2K - $48.6K
|
1.21K
$115K
|
|
|
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
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
412+ 6.16% |
$39K - $39.3K
|
7.1K
$677K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
365+ 1.02% |
$34.5K - $34.8K
|
36.1K
$3.44M
|
|
|
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
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
143New |
$13.5K - $13.6K
|
143
$13.6K
|
|
|
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
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
50+ 0.21% |
$4.73K - $4.77K
|
23.8K
$2.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
35+ 0.92% |
$3.31K - $3.34K
|
3.82K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
35+ 1.17% |
$3.31K - $3.34K
|
3.03K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
34+ 1.15% |
$3.21K - $3.24K
|
3K
$286K
|
|
|
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
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
21+ 0.57% |
$1.99K - $2K
|
3.72K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11+ 0.21% |
$1.04K - $1.05K
|
5.34K
$509K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8New |
$756 - $763
|
8
$763
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.13% |
$567 - $572
|
4.75K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.13% |
$284 - $286
|
2.36K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 28.08% |
$3.88K - $3.91K
|
105
$10K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-42- 12.28% |
$3.97K - $4.01K
|
300
$28.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43- 0.32% |
$4.07K - $4.1K
|
13.4K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-46- 1.85% |
$4.35K - $4.39K
|
2.44K
$232K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-54- 2.33% |
$5.11K - $5.15K
|
2.26K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-68- 2.55% |
$6.43K - $6.49K
|
2.6K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-115- 3.79% |
$10.9K - $11K
|
2.92K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-161- 1.31% |
$15.2K - $15.4K
|
12.1K
$1.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-191- 6.34% |
$18.1K - $18.2K
|
2.82K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-210- 26.62% |
$19.9K - $20K
|
579
$55.2K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-233- 4.57% |
$22K - $22.2K
|
4.87K
$464K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-255- 6.7% |
$24.1K - $24.3K
|
3.55K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-343- 10.9% |
$32.4K - $32.7K
|
2.8K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-360- 6.97% |
$34K - $34.3K
|
4.81K
$458K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-471- 86.58% |
$44.5K - $44.9K
|
73
$6.96K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-474- 6.35% |
$44.8K - $45.2K
|
6.99K
$667K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-519- 7.59% |
$49.1K - $49.5K
|
6.32K
$603K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-527- 1.61% |
$49.8K - $50.3K
|
32.2K
$3.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-798- 22.75% |
$75.4K - $76.1K
|
2.71K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-906- 10.21% |
$85.7K - $86.4K
|
7.97K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-961- 63.73% |
$90.9K - $91.7K
|
547
$52.2K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.03K- 14.58% |
$97.2K - $98.1K
|
6.03K
$574K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.03K- 20.31% |
$97.7K - $98.5K
|
4.05K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 25.11% |
$99.1K - $100K
|
3.13K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.31K- 27.98% |
$124K - $125K
|
3.38K
$322K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.49K- 11.78% |
$140K - $142K
|
11.1K
$1.06M
|