Purchases and Sales Made in Q3 2023 in Pimco Enhanced Low Duration Ac (LDUR)

LDUR Quotes by TradingView

This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q3 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
Oct 26, 2023 Q3 2023
Advocacy Wealth Management Services, LLC

BUY
 -
275K
New
$25.6M - $25.8M
275K $26.1M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
260K
+ 305.18%
$24.2M - $24.4M
345K $32.8M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
140K
+ 1060.89%
$13.1M - $13.2M
154K $14.6M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
55.9K
New
$5.21M - $5.26M
55.9K $5.31M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
29.6K
+ 39.14%
$2.76M - $2.79M
105K $10M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
21K
+ 129.1%
$1.96M - $1.98M
37.3K $3.54M
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
19.5K
+ 8.27%
$1.82M - $1.83M
255K $24.2M
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
18.7K
+ 8.37%
$1.74M - $1.76M
242K $23M
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
15.6K
+ 3.43%
$1.45M - $1.47M
470K $44.6M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
14.5K
+ 15.5%
$1.35M - $1.36M
108K $10.3M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
11K
+ 7.35%
$1.02M - $1.03M
160K $15.2M
Oct 31, 2023 Q3 2023
Precision Wealth Strategies, LLC

BUY
 -
10.1K
+ 39.26%
$943K - $951K
35.9K $3.41M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
9.48K
New
$884K - $892K
9.48K $900K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
9.27K
+ 13.11%
$864K - $872K
80K $7.6M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
7.11K
New
$663K - $669K
7.11K $675K
Nov 13, 2023 Q3 2023
Geller Advisors LLC

New York, NY
BUY
 -
6.59K
New
$614K - $619K
6.59K $625K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
6.15K
+ 3.02%
$573K - $578K
210K $19.9M
Oct 20, 2023 Q3 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
5.91K
+ 3.66%
$551K - $556K
167K $15.9M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
5.8K
+ 11.78%
$540K - $545K
55K $5.22M
Oct 24, 2023 Q3 2023
First National Corp

BUY
 -
5.08K
+ 12.17%
$473K - $478K
46.8K $4.44M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.05K
New
$470K - $475K
5.05K $479K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.75K
+ 2.99%
$443K - $447K
164K $15.6M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
4.66K
+ 7.52%
$434K - $438K
66.6K $6.32M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
4.2K
+ 128.97%
$392K - $395K
7.46K $709K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
3.07K
+ 117.0%
$286K - $289K
5.69K $541K
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
2.68K
+ 6.34%
$250K - $252K
45K $4.27M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
2.61K
+ 22.03%
$243K - $245K
14.4K $1.37M
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
2.49K
New
$232K - $234K
2.49K $236K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.33K
+ 2.8%
$217K - $219K
85.7K $8.13M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
2.32K
+ 6.71%
$216K - $218K
36.9K $3.51M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
2.17K
New
$202K - $204K
2.17K $206K
Oct 27, 2023 Q3 2023
Planning Directions Inc

BUY
 -
2.14K
New
$200K - $201K
2.14K $203K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.02K
+ 9.83%
$188K - $190K
22.6K $2.14M
Oct 04, 2023 Q3 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
2.02K
+ 7.35%
$188K - $190K
29.4K $2.8M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.61K
+ 6.08%
$150K - $152K
28.1K $2.67M
Nov 03, 2023 Q3 2023
Compass Financial Group, Inc.

BUY
 -
1.44K
+ 9.03%
$135K - $136K
17.4K $1.66M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.44K
+ 24.96%
$134K - $135K
7.2K $684K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
1.13K
+ 18.2%
$105K - $106K
7.31K $694K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
1K
New
$93.2K - $94.1K
1K $95K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
955
+ 62.99%
$89K - $89.8K
2.47K $235K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
736
+ 12.58%
$68.6K - $69.2K
6.59K $625K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
696
+ 1.05%
$64.9K - $65.5K
67.3K $6.39M
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
634
+ 1.82%
$59.1K - $59.6K
35.4K $3.36M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
626
+ 7.28%
$58.4K - $58.9K
9.23K $876K
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
515
+ 9.68%
$48K - $48.4K
5.84K $554K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
464
+ 14.06%
$43.3K - $43.6K
3.77K $358K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
442
+ 4911.11%
$41.2K - $41.6K
451 $42.8K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
438
+ 4.0%
$40.8K - $41.2K
11.4K $1.08M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
350
New
$32.6K - $32.9K
350 $33.2K

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