Purchases and Sales Made in Q3 2022 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
1.59K+ 10.98% |
$150K - $153K
|
16.1K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 78.39% |
$148K - $150K
|
3.55K
$338K
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.24K+ 60.99% |
$117K - $119K
|
3.26K
$310K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1KNew |
$104K - $106K
|
1.1K
$104K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.01K+ 26.37% |
$95.9K - $97.8K
|
4.86K
$462K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.01K+ 15.69% |
$95.1K - $96.9K
|
7.41K
$705K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
800+ 761.9% |
$75.7K - $77.2K
|
905
$86.1K
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
683+ 5.64% |
$64.6K - $65.9K
|
12.8K
$1.22M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
673+ 7.9% |
$63.7K - $64.9K
|
9.19K
$874K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
656+ 11.08% |
$62.1K - $63.3K
|
6.58K
$626K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
610New |
$57.7K - $58.8K
|
610
$58K
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
584+ 21.1% |
$55.3K - $56.3K
|
3.35K
$319K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
552+ 32.32% |
$52.2K - $53.2K
|
2.26K
$215K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
370New |
$35K - $35.7K
|
370
$35.2K
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
350+ 0.27% |
$33.1K - $33.8K
|
128K
$12.2M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
350New |
$33.1K - $33.8K
|
350
$33.3K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
334New |
$31.6K - $32.2K
|
334
$31.8K
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
290+ 1.66% |
$27.4K - $28K
|
17.8K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
245+ 7.0% |
$23.2K - $23.6K
|
3.75K
$356K
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
225New |
$21.3K - $21.7K
|
225
$21.4K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
95New |
$8.99K - $9.16K
|
95
$9.04K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
65+ 0.41% |
$6.15K - $6.27K
|
16K
$1.52M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
60+ 0.68% |
$5.68K - $5.79K
|
8.83K
$840K
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
40+ 0.27% |
$3.78K - $3.86K
|
14.7K
$1.4M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
38+ 0.33% |
$3.6K - $3.67K
|
11.5K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
38New |
$3.6K - $3.67K
|
38
$3.62K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
13+ 0.27% |
$1.23K - $1.25K
|
4.92K
$468K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8+ 0.35% |
$757 - $772
|
2.29K
$218K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.38% |
$189 - $193
|
524
$49.9K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.8% |
$189 - $193
|
253
$24.1K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1+ 0.05% |
$94.6 - $96.5
|
2.22K
$211K
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 4.0% |
$284 - $289
|
72
$6.85K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-11- 0.45% |
$1.04K - $1.06K
|
2.42K
$230K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20- 0.21% |
$1.89K - $1.93K
|
9.47K
$901K
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-48- 1.99% |
$4.54K - $4.63K
|
2.37K
$225K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-142- 2.91% |
$13.4K - $13.7K
|
4.74K
$451K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-169- 5.92% |
$16K - $16.3K
|
2.69K
$256K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-176- 1.58% |
$16.7K - $17K
|
10.9K
$1.04M
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-177- 37.98% |
$16.7K - $17.1K
|
289
$27.5K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-205- 2.5% |
$19.4K - $19.8K
|
8.01K
$762K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-207- 0.64% |
$19.6K - $20K
|
32.1K
$3.05M
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-255- 0.72% |
$24.1K - $24.6K
|
35.1K
$3.34M
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 0.86% |
$28.4K - $28.9K
|
34.7K
$3.3M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-468- 7.02% |
$44.3K - $45.1K
|
6.2K
$590K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-643- 9.13% |
$60.8K - $62K
|
6.4K
$609K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-656- 9.97% |
$62.1K - $63.3K
|
5.92K
$563K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-678- 3.9% |
$64.2K - $65.4K
|
16.7K
$1.59M
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-682- 8.69% |
$64.5K - $65.8K
|
7.16K
$682K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-814- 6.83% |
$77K - $78.5K
|
11.1K
$1.06M
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-890- 10.97% |
$84.2K - $85.8K
|
7.23K
$687K
|