Purchases and Sales Made in Q3 2023 in Pimco Enhanced Low Duration Ac (LDUR)
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 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.1K- 8.79% |
$195K - $197K
|
21.8K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.73K- 22.17% |
$254K - $256K
|
9.57K
$917K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.94K- 18.97% |
$274K - $276K
|
12.5K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.99K- 4.44% |
$279K - $281K
|
64.4K
$6.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.2K- 6.97% |
$298K - $301K
|
42.7K
$4.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 6.01% |
$320K - $323K
|
53.7K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.44K- 19.93% |
$321K - $324K
|
13.8K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.26K- 31.32% |
$397K - $401K
|
9.35K
$897K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.48K- 8.97% |
$417K - $421K
|
45.5K
$4.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-4.85K- 28.97% |
$452K - $456K
|
11.9K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5K- 51.95% |
$466K - $470K
|
4.62K
$443K
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.35K- 29.83% |
$499K - $503K
|
12.6K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5.46K- 11.85% |
$509K - $514K
|
40.6K
$3.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-5.86K- 3.61% |
$547K - $552K
|
157K
$15M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5.9K- 12.7% |
$550K - $555K
|
40.6K
$3.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-6.18K- 34.6% |
$576K - $581K
|
11.7K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 22.54% |
$942K - $950K
|
34.7K
$3.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-15.6K- 4.57% |
$1.46M - $1.47M
|
327K
$31.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-15.8K- 12.26% |
$1.47M - $1.49M
|
113K
$10.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-16.4K- 76.05% |
$1.53M - $1.54M
|
5.16K
$495K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 5.94% |
$1.86M - $1.87M
|
315K
$30.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.9K- 58.58% |
$1.95M - $1.96M
|
14.8K
$1.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21.9K- 85.7% |
$2.04M - $2.06M
|
3.66K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.1K- 80.45% |
$2.8M - $2.83M
|
7.3K
$700K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.1K- 14.8% |
$4.3M - $4.34M
|
266K
$25.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-135K- 93.39% |
$12.6M - $12.7M
|
9.54K
$915K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-139K- 10.64% |
$12.9M - $13.1M
|
1.17M
$112M
|