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 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.77K- 15.09% |
$258K - $263K
|
15.6K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3K- 30.0% |
$280K - $285K
|
7K
$666K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3.09K- 10.51% |
$289K - $294K
|
26.3K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.17K- 9.18% |
$389K - $397K
|
41.3K
$3.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5.16K- 12.71% |
$482K - $491K
|
35.4K
$3.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-5.17K- 29.68% |
$483K - $492K
|
12.3K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-5.84K- 1.24% |
$545K - $555K
|
464K
$44.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.89K- 9.14% |
$549K - $560K
|
58.5K
$5.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6K- 17.29% |
$560K - $570K
|
28.7K
$2.73M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.01K- 14.02% |
$561K - $572K
|
36.9K
$3.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.13K- 7.16% |
$572K - $583K
|
79.5K
$7.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.62K- 71.69% |
$617K - $629K
|
2.61K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.01K- 9.93% |
$748K - $762K
|
72.7K
$6.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-8.02K- 7.1% |
$749K - $762K
|
105K
$9.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.15K- 66.19% |
$854K - $870K
|
4.68K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-9.28K- 79.48% |
$866K - $882K
|
2.4K
$228K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-9.95K- 27.74% |
$928K - $946K
|
25.9K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.3K- 9.56% |
$963K - $981K
|
97.7K
$9.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-14.7K- 9.36% |
$1.37M - $1.39M
|
142K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.9K- 30.23% |
$1.58M - $1.61M
|
39K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-19.2K- 28.82% |
$1.79M - $1.82M
|
47.4K
$4.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-19.7K- 21.41% |
$1.84M - $1.88M
|
72.4K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.8K- 96.71% |
$2.04M - $2.08M
|
742
$70.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 21.11% |
$2.08M - $2.12M
|
83.1K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27K- 85.55% |
$2.52M - $2.57M
|
4.57K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.7K- 13.19% |
$2.58M - $2.63M
|
182K
$17.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.1K- 9.05% |
$3.09M - $3.15M
|
333K
$31.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-34.9K- 65.06% |
$3.26M - $3.32M
|
18.8K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.8K- 22.14% |
$5.49M - $5.59M
|
207K
$19.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-73.9K- 6.33% |
$6.9M - $7.03M
|
1.09M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-118K- 17.94% |
$11M - $11.2M
|
539K
$51.3M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-236K- 97.46% |
$22M - $22.4M
|
6.14K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-251K- 98.16% |
$23.4M - $23.8M
|
4.69K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-335K- 97.15% |
$31.3M - $31.9M
|
9.84K
$936K
|