Purchases and Sales Made in Q2 2023 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q2 2023. 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 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129KNew |
$12.1M - $12.2M
|
129K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67.4KNew |
$6.31M - $6.4M
|
67.4K
$6.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.3K+ 74.32% |
$3.4M - $3.45M
|
85.1K
$8.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3KNew |
$2.93M - $2.97M
|
31.3K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.7K+ 331.63% |
$2.69M - $2.73M
|
37.4K
$3.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.2K+ 39.92% |
$1.89M - $1.92M
|
70.7K
$6.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.3KNew |
$1.62M - $1.64M
|
17.3K
$1.65M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
16.6K+ 11.48% |
$1.56M - $1.58M
|
161K
$15.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.9K+ 28.95% |
$1.4M - $1.42M
|
66.6K
$6.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.1K+ 17.81% |
$1.32M - $1.34M
|
93.5K
$8.92M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.9K+ 6.15% |
$1.21M - $1.23M
|
223K
$21.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.4K+ 91.6% |
$1.16M - $1.18M
|
26K
$2.48M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
10.5K+ 33.64% |
$984K - $998K
|
41.7K
$3.98M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
10.4KNew |
$973K - $987K
|
10.4K
$990K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8.12K+ 2.43% |
$761K - $771K
|
342K
$32.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
7.32K+ 39.68% |
$686K - $695K
|
25.8K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.45K+ 50.38% |
$511K - $518K
|
16.3K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.95K+ 6.56% |
$464K - $471K
|
80.5K
$7.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.06K+ 1.75% |
$381K - $386K
|
236K
$22.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.35K+ 26.7% |
$314K - $318K
|
15.9K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.3KNew |
$309K - $314K
|
3.3K
$315K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.17K+ 105.11% |
$297K - $301K
|
6.19K
$590K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.13K+ 6.8% |
$293K - $298K
|
49.2K
$4.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.87K+ 1.73% |
$269K - $273K
|
169K
$16.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.54K+ 0.56% |
$238K - $242K
|
454K
$43.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.32K+ 10.76% |
$217K - $220K
|
23.9K
$2.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.25K+ 5.1% |
$211K - $214K
|
46.5K
$4.43M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.2KNew |
$206K - $209K
|
2.2K
$210K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 7.93% |
$183K - $185K
|
26.5K
$2.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.61K+ 6.23% |
$151K - $153K
|
27.4K
$2.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.54K+ 2.25% |
$144K - $146K
|
69.9K
$6.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 15.24% |
$136K - $138K
|
10.9K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 33.66% |
$126K - $127K
|
5.32K
$507K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 12.27% |
$121K - $123K
|
11.8K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.29K+ 36.5% |
$121K - $123K
|
4.83K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.28K+ 2.38% |
$120K - $122K
|
55.1K
$5.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.24K+ 22.87% |
$117K - $118K
|
6.68K
$637K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 3.54% |
$114K - $116K
|
35.7K
$3.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.09K+ 28.7% |
$102K - $103K
|
4.87K
$464K
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
891+ 0.81% |
$83.5K - $84.7K
|
111K
$10.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
540+ 19.31% |
$50.6K - $51.3K
|
3.34K
$318K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
410+ 6.01% |
$38.4K - $39K
|
7.23K
$689K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 4.89% |
$35K - $35.4K
|
8K
$762K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
303+ 2.99% |
$28.4K - $28.8K
|
10.4K
$996K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
279+ 9.36% |
$26.2K - $26.5K
|
3.26K
$311K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
269+ 2.02% |
$25.2K - $25.6K
|
13.6K
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
253New |
$23.7K - $24K
|
253
$24.1K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
252+ 10.62% |
$23.6K - $24K
|
2.62K
$250K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
250+ 3.52% |
$23.4K - $23.8K
|
7.36K
$702K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
164+ 1.65% |
$15.4K - $15.6K
|
10.1K
$966K
|