Purchases and Sales Made in Q4 2023 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q4 2023. 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 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
252+ 3.83% |
$23.5K - $24K
|
6.84K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
249+ 3.84% |
$23.2K - $23.7K
|
6.74K
$641K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
249+ 11.47% |
$23.2K - $23.7K
|
2.42K
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
159New |
$14.8K - $15.1K
|
159
$15.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
156+ 2.13% |
$14.6K - $14.8K
|
7.47K
$711K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
148+ 5.54% |
$13.8K - $14.1K
|
2.82K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
102+ 1.55% |
$9.52K - $9.7K
|
6.69K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78New |
$7.28K - $7.42K
|
78
$7.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
62+ 0.23% |
$5.79K - $5.89K
|
27.3K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
52+ 1.03% |
$4.85K - $4.94K
|
5.1K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48+ 0.66% |
$4.48K - $4.56K
|
7.35K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
34+ 1.15% |
$3.17K - $3.23K
|
3K
$285K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
34+ 0.91% |
$3.17K - $3.23K
|
3.79K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
11+ 0.12% |
$1.03K - $1.05K
|
9.49K
$903K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$653 - $665
|
5.33K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 3.08% |
$187 - $190
|
67
$6.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-15- 0.12% |
$1.4K - $1.43K
|
12.6K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-31- 0.88% |
$2.89K - $2.95K
|
3.51K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-33- 1.08% |
$3.08K - $3.14K
|
3.01K
$287K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-38- 0.05% |
$3.55K - $3.61K
|
69.3K
$6.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-57- 1.35% |
$5.32K - $5.42K
|
4.15K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-67- 0.68% |
$6.25K - $6.37K
|
9.84K
$936K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-78- 1.56% |
$7.28K - $7.42K
|
4.94K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-100- 3.18% |
$9.33K - $9.51K
|
3.04K
$289K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-109- 4.2% |
$10.2K - $10.4K
|
2.48K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-113- 4.65% |
$10.5K - $10.7K
|
2.32K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-122- 0.51% |
$11.4K - $11.6K
|
23.8K
$2.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-135- 0.3% |
$12.6K - $12.8K
|
44.8K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-145- 5.83% |
$13.5K - $13.8K
|
2.34K
$223K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-167- 4.57% |
$15.6K - $15.9K
|
3.49K
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-199- 3.76% |
$18.6K - $18.9K
|
5.09K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-215- 23.02% |
$20.1K - $20.4K
|
719
$68.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-256- 9.8% |
$23.9K - $24.3K
|
2.36K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-409- 1.1% |
$38.2K - $38.9K
|
36.9K
$3.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-442- 98.0% |
$41.3K - $42K
|
9
$856
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-448- 9.69% |
$41.8K - $42.6K
|
4.17K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-618- 16.41% |
$57.7K - $58.8K
|
3.15K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-629- 11.71% |
$58.7K - $59.8K
|
4.74K
$451K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-634- 1.35% |
$59.2K - $60.3K
|
46.2K
$4.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-667- 2.0% |
$62.3K - $63.4K
|
32.7K
$3.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-712- 5.68% |
$66.5K - $67.7K
|
11.8K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-856- 5.99% |
$79.9K - $81.4K
|
13.4K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-940- 4.32% |
$87.7K - $89.4K
|
20.8K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-953- 17.31% |
$88.9K - $90.6K
|
4.55K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.17K- 14.18% |
$109K - $111K
|
7.05K
$671K
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 25.67% |
$124K - $126K
|
3.83K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 65.65% |
$124K - $126K
|
696
$66.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.57K- 16.36% |
$146K - $149K
|
8K
$761K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.69K- 24.66% |
$158K - $161K
|
5.17K
$492K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.36K- 81.25% |
$220K - $224K
|
544
$51.8K
|