Purchases and Sales Made in Q2 2022 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.02M+ 444.64% |
$97.7M - $99.7M
|
1.25M
$119M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
533K+ 75.29% |
$51M - $52.1M
|
1.24M
$118M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
437KNew |
$41.8M - $42.7M
|
437K
$41.6M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210K+ 43.88% |
$20.1M - $20.5M
|
687K
$65.4M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
176KNew |
$16.8M - $17.2M
|
176K
$16.7M
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
124K+ 1909.19% |
$11.9M - $12.1M
|
131K
$12.4M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
109K+ 417.0% |
$10.5M - $10.7M
|
135K
$12.9M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
105K+ 54.11% |
$10M - $10.3M
|
299K
$28.4M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90K+ 17.57% |
$8.62M - $8.8M
|
603K
$57.3M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
83.9KNew |
$8.03M - $8.2M
|
83.9K
$7.98M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.3K+ 1574.32% |
$4.63M - $4.72M
|
51.4K
$4.89M
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44.8K+ 140.51% |
$4.29M - $4.38M
|
76.6K
$7.29M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
43.9KNew |
$4.21M - $4.29M
|
43.9K
$4.18M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.7K+ 1263.45% |
$4.18M - $4.27M
|
47.1K
$4.49M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.1K+ 16.24% |
$2.78M - $2.84M
|
208K
$19.8M
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
27.4K+ 329.86% |
$2.62M - $2.68M
|
35.7K
$3.39M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25.2KNew |
$2.42M - $2.47M
|
25.2K
$2.4M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.6K+ 6.22% |
$2.07M - $2.11M
|
369K
$35.1M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9K+ 112.66% |
$2M - $2.04M
|
39.5K
$3.76M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.4K+ 2.59% |
$1.76M - $1.8M
|
728K
$69.2M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.2K+ 121.44% |
$1.74M - $1.78M
|
33.2K
$3.16M
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
14.6KNew |
$1.4M - $1.43M
|
14.6K
$1.39M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
14.5KNew |
$1.39M - $1.42M
|
14.5K
$1.38M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 95.76% |
$1.29M - $1.32M
|
27.6K
$2.63M
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
13.1K+ 82.79% |
$1.25M - $1.28M
|
28.9K
$2.75M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.5KNew |
$1.2M - $1.22M
|
12.5K
$1.19M
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
12.1KNew |
$1.16M - $1.18M
|
12.1K
$1.15M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.9KNew |
$1.14M - $1.17M
|
11.9K
$1.14M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
11.7KNew |
$1.12M - $1.15M
|
11.7K
$1.12M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11.1K+ 45.66% |
$1.06M - $1.08M
|
35.4K
$3.37M
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.86K+ 32.88% |
$945K - $964K
|
39.9K
$3.79M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
9.28KNew |
$889K - $907K
|
9.28K
$883K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.71KNew |
$739K - $754K
|
7.71K
$734K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.52K+ 13.01% |
$624K - $637K
|
56.6K
$5.38M
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 169.55% |
$539K - $550K
|
8.95K
$851K
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.14K+ 3.23% |
$492K - $502K
|
164K
$15.6M
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.54K+ 3.86% |
$435K - $444K
|
122K
$11.6M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3.73K+ 11.45% |
$357K - $364K
|
36.3K
$3.45M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.68KNew |
$353K - $360K
|
3.68K
$350K
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.46K+ 10.97% |
$332K - $338K
|
35K
$3.33M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.15K+ 886.48% |
$301K - $308K
|
3.5K
$333K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$265K - $271K
|
2.77K
$263K
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.74KNew |
$263K - $268K
|
2.74K
$261K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.65K+ 34.98% |
$254K - $259K
|
10.2K
$974K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.58K+ 110.92% |
$247K - $252K
|
4.9K
$467K
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.5KNew |
$239K - $244K
|
2.5K
$238K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.5KNew |
$239K - $244K
|
2.5K
$238K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.44K+ 76.54% |
$234K - $239K
|
5.64K
$536K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4KNew |
$230K - $235K
|
2.4K
$228K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.35K+ 30.59% |
$225K - $229K
|
10K
$953K
|