Purchases and Sales Made in Q4 2022 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
106KNew |
$9.83M - $10M
|
106K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
91.7K+ 2865.03% |
$8.54M - $8.69M
|
94.9K
$9.05M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
80.5KNew |
$7.5M - $7.63M
|
80.5K
$7.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
66KNew |
$6.15M - $6.26M
|
66K
$6.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
61.4K+ 22.92% |
$5.72M - $5.82M
|
330K
$31.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
59.2K+ 21.58% |
$5.51M - $5.61M
|
333K
$31.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
47.2KNew |
$4.4M - $4.48M
|
47.2K
$4.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
44.8K+ 358.31% |
$4.17M - $4.25M
|
57.3K
$5.47M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41K+ 914.5% |
$3.82M - $3.88M
|
45.5K
$4.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
39.2K+ 595.33% |
$3.65M - $3.71M
|
45.7K
$4.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.3K+ 26.32% |
$3.38M - $3.44M
|
174K
$16.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
32K+ 92.09% |
$2.98M - $3.04M
|
66.8K
$6.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.6K+ 198.99% |
$2.95M - $3M
|
47.5K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.1K+ 6.08% |
$2.89M - $2.94M
|
542K
$51.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
29.3KNew |
$2.73M - $2.78M
|
29.3K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.9K+ 19.3% |
$2.6M - $2.65M
|
173K
$16.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.2K+ 28.55% |
$2.44M - $2.49M
|
118K
$11.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
24.8KNew |
$2.31M - $2.35M
|
24.8K
$2.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
24.1KNew |
$2.24M - $2.28M
|
24.1K
$2.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.2KNew |
$1.98M - $2.01M
|
21.2K
$2.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.8K+ 165.97% |
$1.94M - $1.97M
|
33.4K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
20.5K+ 10.46% |
$1.91M - $1.94M
|
216K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.2K+ 62.75% |
$1.89M - $1.92M
|
52.5K
$5.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.9K+ 107.23% |
$1.86M - $1.89M
|
38.5K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
19.3KNew |
$1.79M - $1.82M
|
19.3K
$1.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.1K+ 172.02% |
$1.78M - $1.81M
|
30.2K
$2.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 11.01% |
$1.68M - $1.71M
|
182K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17KNew |
$1.58M - $1.61M
|
17K
$1.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1K+ 53.24% |
$1.13M - $1.15M
|
34.9K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 37.77% |
$1.07M - $1.09M
|
41.9K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 110.92% |
$1.06M - $1.08M
|
21.7K
$2.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.1K+ 105.71% |
$1.03M - $1.05M
|
21.6K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.86KNew |
$919K - $935K
|
9.86K
$940K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.2K+ 34.65% |
$857K - $872K
|
35.8K
$3.41M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.72KNew |
$626K - $637K
|
6.72K
$641K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.97KNew |
$556K - $566K
|
5.97K
$569K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.96K+ 3.16% |
$555K - $565K
|
195K
$18.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.7KNew |
$531K - $540K
|
5.7K
$543K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.49KNew |
$511K - $520K
|
5.49K
$523K
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.32KNew |
$402K - $409K
|
4.32K
$412K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.97KNew |
$370K - $377K
|
3.97K
$379K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.86KNew |
$360K - $366K
|
3.86K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.84K+ 28.19% |
$357K - $364K
|
17.4K
$1.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3.41KNew |
$317K - $323K
|
3.41K
$325K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.19K+ 29.39% |
$297K - $302K
|
14K
$1.34M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
3K+ 27.5% |
$279K - $284K
|
13.9K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.9K+ 16.35% |
$270K - $275K
|
20.6K
$1.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$234K - $238K
|
2.51K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.51K+ 68.27% |
$234K - $238K
|
6.18K
$590K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.4KNew |
$224K - $228K
|
2.4K
$229K
|