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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
2.34KNew |
$217K - $221K
|
2.34K
$223K
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.26K+ 57.97% |
$210K - $214K
|
6.15K
$586K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.18KNew |
$203K - $207K
|
2.18K
$208K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.16K+ 3.24% |
$201K - $205K
|
68.9K
$6.57M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.93K+ 86.98% |
$180K - $183K
|
4.15K
$396K
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.81K+ 0.57% |
$169K - $172K
|
319K
$30.4M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.81K+ 14.19% |
$168K - $171K
|
14.5K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.28KNew |
$119K - $121K
|
1.28K
$122K
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.16K+ 44.19% |
$108K - $110K
|
3.79K
$361K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
980+ 20.68% |
$91.3K - $92.9K
|
5.72K
$545K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
822+ 21.94% |
$76.6K - $77.9K
|
4.57K
$436K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
814+ 2.32% |
$75.8K - $77.1K
|
35.9K
$3.43M
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
662+ 4.51% |
$61.7K - $62.7K
|
15.3K
$1.46M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
650New |
$60.5K - $61.6K
|
650
$62K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
580+ 15.47% |
$54K - $55K
|
4.33K
$413K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
448+ 12.62% |
$41.7K - $42.5K
|
4K
$381K
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
429+ 2.21% |
$40K - $40.7K
|
19.8K
$1.89M
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
381+ 10.89% |
$35.5K - $36.1K
|
3.88K
$370K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
360+ 12.94% |
$33.5K - $34.1K
|
3.14K
$299K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
329+ 1.02% |
$30.6K - $31.2K
|
32.4K
$3.09M
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
106+ 0.66% |
$9.87K - $10K
|
16.1K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
95New |
$8.85K - $9K
|
95
$9.06K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
50+ 10.64% |
$4.66K - $4.74K
|
520
$49.6K
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
41+ 0.7% |
$3.82K - $3.89K
|
5.91K
$563K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$2.98K - $3.03K
|
32
$3.05K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
19+ 0.39% |
$1.77K - $1.8K
|
4.94K
$471K
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18+ 0.65% |
$1.68K - $1.71K
|
2.79K
$266K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.26% |
$652 - $663
|
2.69K
$257K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7+ 0.32% |
$652 - $663
|
2.16K
$206K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 20.0% |
$93.1 - $94.8
|
4
$381
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11- 15.28% |
$1.02K - $1.04K
|
61
$5.82K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-19- 0.15% |
$1.77K - $1.8K
|
12.8K
$1.22M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 9.35% |
$1.86K - $1.9K
|
194
$18.5K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 27.03% |
$9.31K - $9.48K
|
270
$25.7K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-205- 0.47% |
$19.1K - $19.4K
|
43.7K
$4.17M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-232- 2.63% |
$21.6K - $22K
|
8.6K
$820K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-265- 2.8% |
$24.7K - $25.1K
|
9.21K
$878K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-270- 8.05% |
$25.1K - $25.6K
|
3.08K
$294K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-337- 0.85% |
$31.4K - $31.9K
|
39.3K
$3.74M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-440- 4.73% |
$41K - $41.7K
|
8.86K
$844K
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-517- 2.09% |
$48.1K - $49K
|
24.2K
$2.31M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-519- 83.84% |
$48.3K - $49.2K
|
100
$9.54K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-527- 0.27% |
$49.1K - $49.9K
|
194K
$18.5M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-527- 3.15% |
$49.1K - $49.9K
|
16.2K
$1.54M
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-599- 2.39% |
$55.8K - $56.8K
|
24.4K
$2.33M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-734- 17.21% |
$68.4K - $69.6K
|
3.53K
$337K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-736- 1.18% |
$68.5K - $69.8K
|
61.4K
$5.85M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-792- 7.52% |
$73.8K - $75.1K
|
9.74K
$928K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-800- 88.4% |
$74.5K - $75.8K
|
105
$10K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-929- 8.39% |
$86.5K - $88K
|
10.1K
$967K
|