Purchases and Sales Made in Q2 2025 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q2 2025. 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 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.47K+ 3.01% |
$139K - $141K
|
50.3K
$4.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 34.8% |
$133K - $134K
|
5.42K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.36K+ 0.7% |
$129K - $131K
|
196K
$18.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.35K+ 2.9% |
$128K - $130K
|
47.9K
$4.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.34K+ 60.21% |
$127K - $128K
|
3.56K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 366.16% |
$114K - $115K
|
1.53K
$147K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.05KNew |
$99.2K - $100K
|
1.05K
$101K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
993+ 1.02% |
$94.1K - $95.3K
|
98.2K
$9.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
986+ 12.72% |
$93.5K - $94.6K
|
8.74K
$839K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
934+ 1.21% |
$88.5K - $89.6K
|
78K
$7.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
876+ 2.14% |
$83K - $84.1K
|
41.8K
$4.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
800+ 16.96% |
$75.8K - $76.8K
|
5.52K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
798+ 1.96% |
$75.6K - $76.6K
|
41.5K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
795+ 6.69% |
$75.4K - $76.3K
|
12.7K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
673+ 31.43% |
$63.8K - $64.6K
|
2.81K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
645+ 435.81% |
$61.1K - $61.9K
|
793
$76.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
625+ 1.43% |
$59.2K - $60K
|
44.4K
$4.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
565+ 2.2% |
$53.6K - $54.2K
|
26.2K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
496+ 10.12% |
$47K - $47.6K
|
5.4K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
484+ 5.68% |
$45.9K - $46.4K
|
9.01K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
475+ 14.11% |
$45K - $45.6K
|
3.84K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
416+ 0.98% |
$39.4K - $39.9K
|
42.9K
$4.12M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
410+ 1.54% |
$38.9K - $39.3K
|
27.1K
$2.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
388+ 3.06% |
$36.8K - $37.2K
|
13.1K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
335+ 2.0% |
$31.8K - $32.1K
|
17.1K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
121+ 3.85% |
$11.5K - $11.6K
|
3.27K
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
100+ 10.79% |
$9.48K - $9.6K
|
1.03K
$98.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.16% |
$6.73K - $6.81K
|
43.1K
$4.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
68+ 1.94% |
$6.45K - $6.53K
|
3.58K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$4.83K - $4.89K
|
51
$4.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
44+ 0.31% |
$4.17K - $4.22K
|
14.4K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29New |
$2.75K - $2.78K
|
29
$2.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28+ 1.09% |
$2.65K - $2.69K
|
2.59K
$249K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.06K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.19% |
$853 - $864
|
4.81K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9New |
$853 - $864
|
9
$864
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.03% |
$284 - $288
|
11.4K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 5.0% |
$284 - $288
|
57
$5.47K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-6- 1.85% |
$569 - $576
|
318
$30.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13- 0.06% |
$1.23K - $1.25K
|
20.3K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-13- 0.61% |
$1.23K - $1.25K
|
2.12K
$204K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-15- 5.77% |
$1.42K - $1.44K
|
245
$23.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22- 0.45% |
$2.09K - $2.11K
|
4.87K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-32- 3.32% |
$3.03K - $3.07K
|
933
$89.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-60- 2.77% |
$5.69K - $5.76K
|
2.1K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-73- 2.85% |
$6.92K - $7.01K
|
2.48K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 4.22% |
$9.48K - $9.6K
|
2.27K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-127- 42.76% |
$12K - $12.2K
|
170
$16.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-142- 1.72% |
$13.5K - $13.6K
|
8.12K
$779K
|