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
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 37.79% |
$173K - $176K
|
3.02K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.27K- 8.72% |
$214K - $218K
|
23.7K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.55K- 5.6% |
$240K - $245K
|
42.9K
$4.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.41K- 7.54% |
$322K - $328K
|
41.8K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.45K- 11.81% |
$325K - $331K
|
25.7K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.01K- 39.05% |
$378K - $385K
|
6.25K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-4.02K- 4.79% |
$380K - $387K
|
80K
$7.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.6K- 4.6% |
$434K - $442K
|
95.5K
$9.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.88K- 38.29% |
$461K - $469K
|
7.86K
$748K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-7.53K- 70.15% |
$711K - $724K
|
3.21K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.92K- 33.95% |
$747K - $761K
|
15.4K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.21K- 24.51% |
$775K - $790K
|
25.3K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-9.71K- 7.74% |
$916K - $933K
|
116K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-9.72K- 29.12% |
$917K - $934K
|
23.7K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 72.7% |
$962K - $979K
|
3.83K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 35.23% |
$1.02M - $1.04M
|
19.9K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.2K- 3.01% |
$1.06M - $1.08M
|
363K
$34.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.4K- 10.46% |
$1.17M - $1.19M
|
106K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.4K- 30.38% |
$1.65M - $1.68M
|
40K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.7K- 49.55% |
$2.05M - $2.08M
|
22.1K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-22.3K- 11.11% |
$2.1M - $2.14M
|
178K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.1K- 16.79% |
$2.75M - $2.8M
|
144K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-29.4K- 40.47% |
$2.77M - $2.83M
|
43.2K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.4K- 8.3% |
$2.87M - $2.92M
|
336K
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.6K- 85.0% |
$4.12M - $4.2M
|
7.7K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.2K- 82.87% |
$4.45M - $4.54M
|
9.75K
$928K
|