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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
130+ 2.27% |
$12.2K - $12.4K
|
5.85K
$558K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
126+ 0.25% |
$11.8K - $12K
|
49.9K
$4.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
126+ 0.46% |
$11.8K - $12K
|
27.7K
$2.64M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
111New |
$10.4K - $10.5K
|
111
$10.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 3.89% |
$9.37K - $9.5K
|
2.67K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73New |
$6.84K - $6.94K
|
73
$6.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 0.96% |
$2.62K - $2.66K
|
2.93K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22+ 0.17% |
$2.06K - $2.09K
|
13.2K
$1.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.66% |
$1.59K - $1.62K
|
2.58K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
9New |
$844 - $855
|
9
$858
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.02% |
$93.7 - $95
|
6.61K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 1.61% |
$93.7 - $95
|
63
$6.01K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6- 0.11% |
$562 - $570
|
5.48K
$522K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.22% |
$1.03K - $1.05K
|
5.02K
$478K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15- 0.05% |
$1.41K - $1.43K
|
33.1K
$3.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-25- 0.73% |
$2.34K - $2.38K
|
3.41K
$325K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-30- 31.58% |
$2.81K - $2.85K
|
65
$6.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54- 0.38% |
$5.06K - $5.13K
|
14.1K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-65- 4.11% |
$6.09K - $6.18K
|
1.52K
$145K
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-78- 0.49% |
$7.31K - $7.41K
|
16K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-110- 0.87% |
$10.3K - $10.5K
|
12.6K
$1.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-131- 0.54% |
$12.3K - $12.5K
|
24.1K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-152- 1.56% |
$14.2K - $14.4K
|
9.62K
$917K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-249- 0.96% |
$23.3K - $23.7K
|
25.6K
$2.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-288- 1.69% |
$27K - $27.4K
|
16.8K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-339- 8.18% |
$31.8K - $32.2K
|
3.81K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-377- 13.8% |
$35.3K - $35.8K
|
2.35K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-426- 0.14% |
$39.9K - $40.5K
|
312K
$29.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-440- 0.64% |
$41.2K - $41.8K
|
68.2K
$6.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-712- 3.82% |
$66.7K - $67.7K
|
17.9K
$1.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-775- 15.91% |
$72.6K - $73.7K
|
4.1K
$391K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-787- 5.18% |
$73.8K - $74.8K
|
14.4K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-884- 18.71% |
$82.9K - $84K
|
3.84K
$366K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-906- 10.9% |
$84.9K - $86.1K
|
7.41K
$706K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.08K- 32.66% |
$101K - $103K
|
2.23K
$213K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 28.04% |
$108K - $109K
|
2.94K
$281K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.2K- 21.43% |
$112K - $114K
|
4.4K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.29K- 13.62% |
$121K - $123K
|
8.17K
$779K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.42K- 6.46% |
$133K - $135K
|
20.6K
$1.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.52K- 3.46% |
$142K - $144K
|
42.3K
$4.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.68K- 24.25% |
$157K - $159K
|
5.24K
$500K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.71K- 40.94% |
$161K - $163K
|
2.47K
$236K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.74K- 24.39% |
$163K - $165K
|
5.38K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.77K- 12.57% |
$166K - $168K
|
12.3K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.03K- 34.62% |
$191K - $193K
|
3.84K
$366K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.19K- 5.93% |
$205K - $208K
|
34.8K
$3.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.64K- 1.6% |
$247K - $251K
|
163K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.36K- 6.98% |
$315K - $319K
|
44.8K
$4.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.88K- 17.43% |
$364K - $369K
|
18.4K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.4K- 43.31% |
$413K - $418K
|
5.76K
$549K
|