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 |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
489New |
$49.7K - $49.9K
|
489
$46.6K
|
|
Aug 05, 2021
Q2 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
371+ 0.68% |
$37.7K - $37.8K
|
54.9K
$5.23M
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
259+ 1.74% |
$26.3K - $26.4K
|
15.1K
$1.44M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
243+ 1.5% |
$24.7K - $24.8K
|
16.4K
$1.57M
|
|
Aug 06, 2021
Q2 2021
|
Leisure Capital Management
|
BUY
|
- |
185+ 8.81% |
$18.8K - $18.9K
|
2.29K
$218K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
150New |
$15.3K - $15.3K
|
150
$14.3K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82New |
$8.34K - $8.36K
|
82
$7.81K
|
|
Jul 29, 2021
Q2 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
74+ 4.09% |
$7.52K - $7.55K
|
1.88K
$179K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
21New |
$2.14K - $2.14K
|
21
$2K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7New |
$712 - $714
|
7
$667
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.25% |
$508 - $510
|
2.04K
$194K
|
|
Jul 15, 2021
Q2 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$508 - $510
|
2.46K
$235K
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2+ 0.01% |
$203 - $204
|
15.9K
$1.51M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
1+ 0.04% |
$102 - $102
|
2.47K
$235K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8- 0.65% |
$813 - $816
|
1.23K
$117K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.11% |
$813 - $816
|
7.29K
$695K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-17- 2.34% |
$1.73K - $1.73K
|
709
$67.6K
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-117- 4.06% |
$11.9K - $11.9K
|
2.77K
$264K
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-125- 1.38% |
$12.7K - $12.7K
|
8.95K
$852K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-185- 3.32% |
$18.8K - $18.9K
|
5.39K
$514K
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-313- 1.3% |
$31.8K - $31.9K
|
23.7K
$2.26M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-400- 3.54% |
$40.7K - $40.8K
|
10.9K
$1.04M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-489Closed |
$49.7K - $49.9K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-492- 30.13% |
$50K - $50.2K
|
1.14K
$109K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-493- 5.4% |
$50.1K - $50.3K
|
8.63K
$822K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-500Closed |
$50.8K - $51K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-520- 5.0% |
$52.9K - $53K
|
9.89K
$942K
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-592- 11.54% |
$60.2K - $60.4K
|
4.54K
$432K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-611- 13.92% |
$62.1K - $62.3K
|
3.78K
$360K
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-742- 4.68% |
$75.4K - $75.7K
|
15.1K
$1.44M
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-744Closed |
$75.6K - $75.9K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-806- 3.54% |
$81.9K - $82.2K
|
21.9K
$2.09M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-960- 25.16% |
$97.6K - $97.9K
|
2.86K
$272K
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2K- 14.23% |
$122K - $122K
|
7.21K
$687K
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 4.45% |
$127K - $127K
|
26.9K
$2.56M
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.9KClosed |
$193K - $194K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.01K- 2.75% |
$204K - $205K
|
71.1K
$6.77M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.27K- 3.81% |
$231K - $232K
|
57.3K
$5.46M
|
|
Jul 16, 2021
Q2 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-3.27KClosed |
$333K - $334K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.1K- 43.39% |
$417K - $418K
|
5.35K
$510K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.24K- 18.12% |
$431K - $433K
|
19.2K
$1.83M
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-4.8K- 69.98% |
$488K - $489K
|
2.06K
$196K
|
|
Jul 26, 2021
Q2 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 26.26% |
$529K - $531K
|
14.6K
$1.39M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.72K- 0.97% |
$582K - $584K
|
581K
$55.4M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.17KClosed |
$728K - $731K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.78K- 5.43% |
$893K - $895K
|
153K
$14.6M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8K- 10.61% |
$1.1M - $1.1M
|
91.2K
$8.69M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.9K- 35.59% |
$1.21M - $1.22M
|
21.6K
$2.06M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-23.4K- 99.02% |
$2.38M - $2.38M
|
232
$22.1K
|