Purchases and Sales Made in Q2 2021 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
697KNew |
$70.8M - $71M
|
697K
$66.4M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
271K+ 213.01% |
$27.6M - $27.6M
|
398K
$38M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
177KNew |
$18M - $18M
|
177K
$16.8M
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
50.2K+ 2230.62% |
$5.1M - $5.12M
|
52.4K
$5M
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
37.7K+ 921.93% |
$3.83M - $3.84M
|
41.8K
$3.98M
|
|
Aug 12, 2021
Q2 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
27.4KNew |
$2.79M - $2.79M
|
27.4K
$2.61M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.1K+ 142.87% |
$2.55M - $2.56M
|
42.6K
$4.06M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.4K+ 10116.02% |
$2.38M - $2.38M
|
23.6K
$2.25M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
23.1K+ 11.48% |
$2.35M - $2.35M
|
224K
$21.4M
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21.4K+ 2645.36% |
$2.18M - $2.18M
|
22.2K
$2.12M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.1K+ 151.07% |
$2.14M - $2.15M
|
35K
$3.34M
|
|
Aug 11, 2021
Q2 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
20.2KNew |
$2.06M - $2.06M
|
20.2K
$1.93M
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19K+ 42.42% |
$1.93M - $1.94M
|
63.7K
$6.07M
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
BUY
|
- |
18.6K+ 4.61% |
$1.89M - $1.9M
|
422K
$40.2M
|
|
Jul 19, 2021
Q2 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
14.5K+ 24.6% |
$1.47M - $1.48M
|
73.3K
$6.98M
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.3KNew |
$1.46M - $1.46M
|
14.3K
$1.36M
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.3KNew |
$1.46M - $1.46M
|
14.3K
$1.36M
|
|
Aug 12, 2021
Q2 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.9K+ 6.87% |
$1.11M - $1.12M
|
170K
$16.2M
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10.6K+ 78.63% |
$1.08M - $1.08M
|
24.1K
$2.3M
|
|
Aug 04, 2021
Q2 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8.62K+ 312.8% |
$877K - $879K
|
11.4K
$1.08M
|
|
Aug 23, 2021
Q2 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8.58K+ 10.41% |
$872K - $874K
|
91K
$8.67M
|
|
Jul 20, 2021
Q2 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.33K+ 69.43% |
$643K - $645K
|
15.4K
$1.47M
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4KNew |
$407K - $408K
|
4K
$381K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.96K+ 16.15% |
$403K - $404K
|
28.5K
$2.72M
|
|
Jul 23, 2021
Q2 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3.87K+ 52.69% |
$393K - $395K
|
11.2K
$1.07M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.86K+ 37.92% |
$392K - $393K
|
14K
$1.34M
|
|
Jul 30, 2021
Q2 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.8KNew |
$386K - $387K
|
3.8K
$362K
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.7K+ 182.23% |
$376K - $377K
|
5.73K
$546K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.51K+ 30.72% |
$357K - $358K
|
14.9K
$1.42M
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.38KNew |
$343K - $344K
|
3.38K
$322K
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.36K+ 153.9% |
$341K - $342K
|
5.54K
$528K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 35.97% |
$310K - $310K
|
11.5K
$1.1M
|
|
Aug 02, 2021
Q2 2021
|
Btr Capital Management Inc
|
BUY
|
- |
3KNew |
$305K - $306K
|
3K
$286K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.99KNew |
$304K - $305K
|
2.99K
$285K
|
|
Jul 23, 2021
Q2 2021
|
Signify Wealth
|
BUY
|
- |
2.55KNew |
$259K - $260K
|
2.55K
$243K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.45KNew |
$249K - $249K
|
2.45K
$233K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.25KNew |
$229K - $229K
|
2.25K
$214K
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.15KNew |
$219K - $219K
|
2.15K
$205K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2KNew |
$203K - $204K
|
2K
$191K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.98KNew |
$201K - $202K
|
1.98K
$188K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.8K+ 39.7% |
$183K - $184K
|
6.33K
$604K
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 196.65% |
$167K - $167K
|
2.48K
$236K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64K+ 2.14% |
$167K - $167K
|
78.5K
$7.48M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38K+ 33.42% |
$141K - $141K
|
5.52K
$526K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.16K+ 16.84% |
$118K - $118K
|
8.03K
$765K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.01K+ 15.76% |
$103K - $103K
|
7.43K
$708K
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
1K+ 5.0% |
$102K - $102K
|
21K
$2M
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
736New |
$74.8K - $75K
|
736
$70.1K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
563+ 1.37% |
$57.2K - $57.4K
|
41.7K
$3.97M
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
498+ 16.06% |
$50.6K - $50.8K
|
3.6K
$343K
|