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 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
225+ 3.88% |
$21.3K - $21.5K
|
6.02K
$579K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
199New |
$18.9K - $19K
|
199
$19.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
160+ 2.74% |
$15.2K - $15.3K
|
6K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
128+ 0.96% |
$12.1K - $12.2K
|
13.5K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
98New |
$9.29K - $9.38K
|
98
$9.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80New |
$7.58K - $7.66K
|
80
$7.69K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64New |
$6.07K - $6.12K
|
64
$6.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43+ 0.47% |
$4.08K - $4.11K
|
9.23K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 1.02% |
$3.6K - $3.64K
|
3.78K
$363K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
37+ 1.2% |
$3.51K - $3.54K
|
3.11K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.17% |
$2.18K - $2.2K
|
13.5K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.73% |
$1.61K - $1.63K
|
2.33K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.03K
$483K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12+ 0.13% |
$1.14K - $1.15K
|
9.54K
$917K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.19% |
$853 - $861
|
4.79K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.06% |
$94.8 - $95.7
|
1.64K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$94.8 - $95.7
|
9.81K
$943K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 5.08% |
$284 - $287
|
56
$5.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 0.19% |
$474 - $478
|
2.57K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-18- 0.82% |
$1.71K - $1.72K
|
2.17K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-30- 0.38% |
$2.84K - $2.87K
|
7.95K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-49- 1.86% |
$4.64K - $4.69K
|
2.59K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60- 1.49% |
$5.69K - $5.74K
|
3.97K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-105- 1.2% |
$9.95K - $10K
|
8.62K
$828K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-113- 13.25% |
$10.7K - $10.8K
|
740
$71.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-213- 1.88% |
$20.2K - $20.4K
|
11.1K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-229- 0.74% |
$21.7K - $21.9K
|
30.6K
$2.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-238- 1.91% |
$22.6K - $22.8K
|
12.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-265- 43.44% |
$25.1K - $25.4K
|
345
$33.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-329- 10.9% |
$31.2K - $31.5K
|
2.69K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-344- 13.43% |
$32.6K - $32.9K
|
2.22K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-390- 4.69% |
$37K - $37.3K
|
7.92K
$761K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-397- 0.92% |
$37.6K - $38K
|
42.8K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-399- 1.38% |
$37.8K - $38.2K
|
28.5K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-500- 51.98% |
$47.4K - $47.8K
|
462
$44.4K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-525- 11.67% |
$49.8K - $50.2K
|
3.97K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-529- 0.24% |
$50.1K - $50.6K
|
224K
$21.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-558- 13.5% |
$52.9K - $53.4K
|
3.58K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-614- 15.82% |
$58.2K - $58.8K
|
3.27K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-642- 2.62% |
$60.9K - $61.4K
|
23.9K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-686- 2.9% |
$65K - $65.6K
|
23K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-913- 2.19% |
$86.5K - $87.4K
|
40.9K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-937- 29.24% |
$88.8K - $89.7K
|
2.27K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.11K- 4.37% |
$105K - $106K
|
24.2K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 15.77% |
$118K - $119K
|
6.62K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.3K- 3.97% |
$123K - $125K
|
31.5K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.48K- 4.64% |
$140K - $142K
|
30.4K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.61K- 8.28% |
$152K - $154K
|
17.8K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 10.96% |
$160K - $162K
|
13.7K
$1.32M
|