Purchases and Sales Made in Q3 2024 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
58.6KNew |
$5.53M - $5.63M
|
58.6K
$5.57M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28KNew |
$2.65M - $2.7M
|
28K
$2.67M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.2KNew |
$2.48M - $2.52M
|
26.2K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25K+ 29.45% |
$2.36M - $2.4M
|
110K
$10.4M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.9K+ 163.46% |
$2.26M - $2.3M
|
38.5K
$3.66M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20KNew |
$1.89M - $1.92M
|
20K
$1.9M
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.1K+ 2.02% |
$1.52M - $1.55M
|
811K
$77.2M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14.2K+ 3.26% |
$1.34M - $1.37M
|
451K
$42.9M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 122.27% |
$1.27M - $1.3M
|
24.5K
$2.34M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.5K+ 8.38% |
$1.18M - $1.2M
|
161K
$15.4M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.3KNew |
$1.07M - $1.09M
|
11.3K
$1.08M
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.9K+ 5.89% |
$1.03M - $1.05M
|
196K
$18.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.78K+ 31.19% |
$735K - $748K
|
32.7K
$3.11M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.81K+ 3.13% |
$643K - $655K
|
224K
$21.4M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.27K+ 17.12% |
$592K - $603K
|
42.9K
$4.08M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.27K+ 17.12% |
$592K - $603K
|
42.9K
$4.08M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6K+ 32.16% |
$566K - $577K
|
24.7K
$2.35M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.27KNew |
$497K - $506K
|
5.27K
$501K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.58K+ 16.72% |
$433K - $441K
|
32K
$3.04M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.06K+ 10.03% |
$383K - $390K
|
44.5K
$4.23M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.96KNew |
$374K - $381K
|
3.96K
$377K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.94K+ 75.83% |
$372K - $379K
|
9.14K
$869K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.88KNew |
$366K - $373K
|
3.88K
$369K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.32K+ 12.2% |
$313K - $319K
|
30.5K
$2.9M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.8K+ 1.32% |
$264K - $269K
|
215K
$20.5M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.77K+ 90.14% |
$261K - $266K
|
5.84K
$556K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.43K+ 13.93% |
$229K - $233K
|
19.9K
$1.89M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.33K+ 10.99% |
$220K - $224K
|
23.5K
$2.24M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.25K+ 5.54% |
$212K - $216K
|
42.9K
$4.08M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.15KNew |
$203K - $206K
|
2.15K
$204K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.72K+ 0.18% |
$162K - $165K
|
978K
$93M
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.51K+ 3.34% |
$143K - $145K
|
46.8K
$4.45M
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.47K+ 5.02% |
$139K - $142K
|
30.8K
$2.93M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.42KNew |
$134K - $137K
|
1.42K
$135K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16KNew |
$110K - $112K
|
1.16K
$111K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
965New |
$91.1K - $92.8K
|
965
$91.8K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
864+ 38.88% |
$81.6K - $83.1K
|
3.09K
$294K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
821+ 23.59% |
$77.5K - $78.9K
|
4.3K
$409K
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
638+ 5.02% |
$60.2K - $61.3K
|
13.3K
$1.27M
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
550+ 7.33% |
$51.9K - $52.9K
|
8.05K
$766K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
432+ 6.69% |
$40.8K - $41.5K
|
6.89K
$656K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
426+ 7.93% |
$40.2K - $41K
|
5.8K
$552K
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
420+ 6.63% |
$39.6K - $40.4K
|
6.75K
$642K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
415+ 75.87% |
$39.2K - $39.9K
|
962
$91.5K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
329+ 7.03% |
$31.1K - $31.6K
|
5.01K
$477K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
328New |
$31K - $31.5K
|
328
$31.2K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
323+ 14.32% |
$30.5K - $31.1K
|
2.58K
$245K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
317+ 3.97% |
$29.9K - $30.5K
|
8.31K
$790K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$28.3K - $28.8K
|
300
$28.5K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
297New |
$28K - $28.6K
|
297
$28.3K
|