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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
209+ 14.67% |
$19.7K - $20.1K
|
1.63K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
183+ 0.93% |
$17.3K - $17.6K
|
19.8K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
178+ 2.49% |
$16.8K - $17.1K
|
7.34K
$698K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
106New |
$10K - $10.2K
|
106
$10.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
100+ 1.1% |
$9.44K - $9.62K
|
9.18K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
97+ 0.1% |
$9.16K - $9.33K
|
102K
$9.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
45+ 1.13% |
$4.25K - $4.33K
|
4.03K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
42+ 0.53% |
$3.96K - $4.04K
|
7.98K
$759K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 1.03% |
$3.59K - $3.65K
|
3.74K
$356K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
37+ 1.22% |
$3.49K - $3.56K
|
3.07K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
37+ 0.13% |
$3.49K - $3.56K
|
28.9K
$2.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
30+ 0.09% |
$2.83K - $2.88K
|
31.9K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
23+ 0.88% |
$2.17K - $2.21K
|
2.64K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 2.42% |
$1.32K - $1.35K
|
593
$56.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12+ 0.13% |
$1.13K - $1.15K
|
9.53K
$906K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
10+ 0.09% |
$944 - $962
|
11.3K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.21% |
$944 - $962
|
4.78K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
4+ 0.02% |
$378 - $385
|
26K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1- 0.02% |
$94.4 - $96.2
|
4.13K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8- 11.94% |
$755 - $769
|
59
$5.61K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11- 0.35% |
$1.04K - $1.06K
|
3.14K
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-41- 0.85% |
$3.87K - $3.94K
|
4.77K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-54- 1.71% |
$5.1K - $5.19K
|
3.1K
$295K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-63- 0.81% |
$5.95K - $6.06K
|
7.71K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-83- 1.08% |
$7.83K - $7.98K
|
7.61K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-84- 2.56% |
$7.93K - $8.08K
|
3.2K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-109- 1.23% |
$10.3K - $10.5K
|
8.72K
$830K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-110- 4.54% |
$10.4K - $10.6K
|
2.31K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-150- 3.23% |
$14.2K - $14.4K
|
4.5K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-171- 7.26% |
$16.1K - $16.4K
|
2.18K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-226- 2.58% |
$21.3K - $21.7K
|
8.54K
$812K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-238- 21.81% |
$22.5K - $22.9K
|
853
$81.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-250- 2.1% |
$23.6K - $24K
|
11.7K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-255- 21.14% |
$24.1K - $24.5K
|
951
$90.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-410- 14.91% |
$38.7K - $39.4K
|
2.34K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-460- 5.35% |
$43.4K - $44.2K
|
8.14K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-522- 46.11% |
$49.3K - $50.2K
|
610
$58K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-555- 3.95% |
$52.4K - $53.4K
|
13.5K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-599- 10.17% |
$56.5K - $57.6K
|
5.29K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-618- 0.96% |
$58.3K - $59.4K
|
63.7K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-657- 1.96% |
$62K - $63.2K
|
32.8K
$3.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-679- 6.47% |
$64.1K - $65.3K
|
9.81K
$933K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-716- 4.01% |
$67.6K - $68.8K
|
17.1K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-800- 1.37% |
$75.5K - $76.9K
|
57.6K
$5.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-975- 25.81% |
$92K - $93.7K
|
2.8K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-977- 6.48% |
$92.2K - $93.9K
|
14.1K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.11K- 8.17% |
$105K - $107K
|
12.5K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.63K- 16.18% |
$154K - $157K
|
8.44K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.64K- 7.79% |
$155K - $157K
|
19.4K
$1.84M
|