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 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 9.24% |
$98.9K - $101K
|
10.4K
$995K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.12K- 14.03% |
$105K - $107K
|
6.89K
$657K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 15.98% |
$107K - $109K
|
6.02K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.15K- 7.11% |
$107K - $109K
|
15K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.22K- 19.6% |
$113K - $115K
|
4.99K
$476K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.36K- 35.07% |
$126K - $128K
|
2.51K
$239K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.38K- 18.89% |
$128K - $131K
|
5.92K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 19.28% |
$132K - $134K
|
5.92K
$564K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.47K- 19.77% |
$136K - $139K
|
5.95K
$567K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-1.56K- 21.52% |
$145K - $147K
|
5.67K
$541K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.61K- 17.51% |
$150K - $152K
|
7.58K
$723K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 69.28% |
$190K - $193K
|
903
$86.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.5K- 39.12% |
$233K - $237K
|
3.9K
$371K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.44K- 53.02% |
$321K - $326K
|
3.05K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3.78K- 24.57% |
$352K - $358K
|
11.6K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.02K- 26.55% |
$374K - $381K
|
11.1K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.06K- 11.69% |
$378K - $385K
|
30.7K
$2.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.74K- 6.03% |
$441K - $449K
|
73.9K
$7.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.76K- 8.93% |
$443K - $451K
|
48.5K
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.63K- 12.08% |
$524K - $533K
|
41K
$3.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-6.48K- 40.29% |
$603K - $614K
|
9.6K
$915K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-7.46K- 41.95% |
$694K - $707K
|
10.3K
$984K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.05K- 73.65% |
$750K - $763K
|
2.88K
$275K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-8.35K- 4.77% |
$777K - $791K
|
167K
$15.9M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-8.95K- 40.1% |
$833K - $848K
|
13.4K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-9.39K- 13.76% |
$875K - $890K
|
58.9K
$5.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-9.55K- 7.46% |
$890K - $905K
|
119K
$11.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11.7K- 38.85% |
$1.09M - $1.11M
|
18.5K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 3.39% |
$1.11M - $1.13M
|
338K
$32.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13.2K- 13.48% |
$1.23M - $1.25M
|
84.9K
$8.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-14.3K- 44.58% |
$1.33M - $1.36M
|
17.8K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.1K- 60.2% |
$1.41M - $1.43M
|
9.98K
$952K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.8K- 50.19% |
$2.78M - $2.83M
|
29.6K
$2.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-33.2K- 16.58% |
$3.09M - $3.14M
|
167K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.4K- 5.18% |
$3.57M - $3.63M
|
702K
$66.9M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-40.6K- 60.53% |
$3.78M - $3.85M
|
26.5K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46K- 8.83% |
$4.29M - $4.36M
|
476K
$45.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-59.2K- 46.27% |
$5.51M - $5.61M
|
68.7K
$6.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-72.8K- 47.69% |
$6.78M - $6.9M
|
79.9K
$7.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-128K- 10.04% |
$12M - $12.2M
|
1.15M
$110M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-157K- 34.06% |
$14.6M - $14.8M
|
303K
$28.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-165K- 10.25% |
$15.4M - $15.6M
|
1.44M
$138M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-353K- 65.92% |
$32.9M - $33.4M
|
182K
$17.4M
|