Purchases and Sales Made in Q4 2024 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q4 2024. 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, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
775K+ 2012.07% |
$73.5M - $74.2M
|
814K
$78.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
210KNew |
$19.9M - $20.1M
|
210K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155K+ 362.25% |
$14.7M - $14.9M
|
198K
$19.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
70.1KNew |
$6.65M - $6.71M
|
70.1K
$6.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
42.6KNew |
$4.03M - $4.07M
|
42.6K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.1K+ 19.55% |
$3.99M - $4.03M
|
257K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
27.6KNew |
$2.62M - $2.64M
|
27.6K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.1KNew |
$2.19M - $2.21M
|
23.1K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
22.7K+ 39.34% |
$2.15M - $2.17M
|
80.3K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.4KNew |
$1.27M - $1.29M
|
13.4K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.35KNew |
$886K - $894K
|
9.35K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
8.43KNew |
$799K - $807K
|
8.43K
$810K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8.31KNew |
$787K - $795K
|
8.31K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.94K+ 7.5% |
$753K - $760K
|
114K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.61K+ 0.94% |
$721K - $728K
|
819K
$78.7M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.14K+ 3.13% |
$582K - $588K
|
202K
$19.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.08KNew |
$576K - $582K
|
6.08K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.81KNew |
$550K - $555K
|
5.81K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
4.43KNew |
$420K - $424K
|
4.43K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.07K+ 10.05% |
$291K - $294K
|
33.6K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.91K+ 6.79% |
$276K - $278K
|
45.8K
$4.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.9K+ 4.95% |
$275K - $277K
|
61.5K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.82K+ 2.57% |
$267K - $270K
|
113K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.78KNew |
$264K - $266K
|
2.78K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.69KNew |
$255K - $258K
|
2.69K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 68.19% |
$247K - $250K
|
6.44K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.49K+ 10.51% |
$236K - $239K
|
26.2K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.32K+ 20.58% |
$220K - $222K
|
13.6K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.29KNew |
$217K - $219K
|
2.29K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 4.86% |
$205K - $207K
|
46.7K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.99K+ 6.23% |
$189K - $191K
|
34K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.76K+ 21.63% |
$167K - $168K
|
9.9K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.64K+ 0.92% |
$155K - $157K
|
180K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 4.3% |
$101K - $102K
|
25.7K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
844New |
$80K - $80.8K
|
844
$81.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
788+ 9.33% |
$74.7K - $75.4K
|
9.23K
$887K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
767+ 3.26% |
$72.7K - $73.4K
|
24.3K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
750+ 10.88% |
$71.1K - $71.8K
|
7.64K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
695+ 9.02% |
$65.9K - $66.5K
|
8.4K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
691+ 16.07% |
$65.5K - $66.1K
|
4.99K
$480K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
645+ 9.55% |
$61.1K - $61.7K
|
7.4K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
575+ 2.9% |
$54.5K - $55K
|
20.4K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
524+ 0.55% |
$49.7K - $50.1K
|
96K
$9.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
502+ 9.49% |
$47.6K - $48K
|
5.79K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
497+ 2.49% |
$47.1K - $47.6K
|
20.4K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
402+ 5.48% |
$38.1K - $38.5K
|
7.74K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
355New |
$33.7K - $34K
|
355
$34.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
319+ 1.22% |
$30.2K - $30.5K
|
26.6K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
254+ 8.18% |
$24.1K - $24.3K
|
3.36K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
227+ 7.22% |
$21.5K - $21.7K
|
3.37K
$324K
|