Purchases and Sales Made in Q1 2025 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q1 2025. 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 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.51K+ 68.4% |
$143K - $145K
|
3.72K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.32K+ 5.44% |
$126K - $127K
|
25.6K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.22K+ 1.27% |
$116K - $117K
|
97.2K
$9.27M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
985+ 4.27% |
$93.4K - $94.7K
|
24.1K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
955+ 17.63% |
$90.6K - $91.8K
|
6.37K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
821+ 31.91% |
$77.9K - $78.9K
|
3.39K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
728+ 5.35% |
$69.1K - $70K
|
14.3K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
633+ 2.07% |
$60.1K - $60.8K
|
31.2K
$2.97M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
452+ 53.55% |
$42.9K - $43.4K
|
1.3K
$124K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
450+ 11.33% |
$42.7K - $43.2K
|
4.42K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
425+ 3.47% |
$40.3K - $40.8K
|
12.7K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
324New |
$30.7K - $31.1K
|
324
$30.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
318+ 2.86% |
$30.2K - $30.6K
|
11.4K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
301+ 1.24% |
$28.6K - $28.9K
|
24.5K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
288+ 6.5% |
$27.3K - $27.7K
|
4.72K
$450K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
260New |
$24.7K - $25K
|
260
$24.8K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
229New |
$21.7K - $22K
|
229
$21.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
220+ 2.65% |
$20.9K - $21.1K
|
8.53K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
216+ 0.76% |
$20.5K - $20.8K
|
28.7K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
208New |
$19.7K - $20K
|
208
$19.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
190New |
$18K - $18.3K
|
190
$18.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
187+ 25.27% |
$17.7K - $18K
|
927
$88.4K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
152+ 2.48% |
$14.4K - $14.6K
|
6.28K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
148New |
$14K - $14.2K
|
148
$14.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
137+ 4.07% |
$13K - $13.2K
|
3.51K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
122+ 2.0% |
$11.6K - $11.7K
|
6.22K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
109+ 1.43% |
$10.3K - $10.5K
|
7.75K
$739K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
82New |
$7.78K - $7.88K
|
82
$7.82K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
82+ 1.06% |
$7.78K - $7.88K
|
7.82K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
75New |
$7.12K - $7.21K
|
75
$7.15K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
55+ 0.74% |
$5.22K - $5.29K
|
7.45K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
40+ 0.5% |
$3.79K - $3.84K
|
7.99K
$761K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 1.01% |
$3.61K - $3.65K
|
3.81K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
37+ 1.19% |
$3.51K - $3.56K
|
3.15K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
35New |
$3.32K - $3.36K
|
35
$3.34K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.2% |
$2.56K - $2.59K
|
13.5K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.04K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.21% |
$949 - $961
|
4.8K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5New |
$474 - $481
|
5
$477
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4+ 7.14% |
$379 - $384
|
60
$5.72K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.06% |
$94.9 - $96.1
|
1.64K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 0.05% |
$94.9 - $96.1
|
2.16K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-5- 0.14% |
$474 - $481
|
3.57K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11- 0.4% |
$1.04K - $1.06K
|
2.77K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-22- 0.85% |
$2.09K - $2.11K
|
2.57K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-33- 0.24% |
$3.13K - $3.17K
|
13.4K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54- 0.82% |
$5.12K - $5.19K
|
6.57K
$626K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56- 0.23% |
$5.31K - $5.38K
|
23.8K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-99- 0.48% |
$9.39K - $9.51K
|
20.3K
$1.94M
|