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
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.72K- 22.37% |
$163K - $165K
|
5.98K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.75K- 33.23% |
$166K - $167K
|
3.52K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.81K- 51.81% |
$172K - $174K
|
1.69K
$162K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.84K- 38.57% |
$175K - $176K
|
2.93K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.85K- 29.87% |
$176K - $177K
|
4.35K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.06K- 2.58% |
$195K - $197K
|
78K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.39KClosed |
$227K - $229K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.44K- 28.53% |
$231K - $233K
|
6.1K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.48K- 17.57% |
$235K - $237K
|
11.6K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.49K- 39.85% |
$236K - $238K
|
3.76K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.81K- 10.79% |
$266K - $269K
|
23.2K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.08K- 0.85% |
$292K - $295K
|
360K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.41K- 2.73% |
$418K - $422K
|
157K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4.56K- 56.68% |
$432K - $437K
|
3.49K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.32K- 20.7% |
$505K - $509K
|
20.4K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.35K- 49.68% |
$507K - $512K
|
5.42K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.48K- 71.96% |
$519K - $524K
|
2.14K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.61K- 13.07% |
$532K - $537K
|
37.3K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.71K- 14.28% |
$541K - $546K
|
34.3K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-5.85K- 12.51% |
$554K - $560K
|
40.9K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.37K- 9.99% |
$604K - $609K
|
57.4K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-7.86K- 6.79% |
$745K - $753K
|
108K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.14K- 24.88% |
$772K - $779K
|
24.6K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13K- 58.97% |
$1.23M - $1.25M
|
9.05K
$870K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-13.5K- 13.29% |
$1.28M - $1.29M
|
88K
$8.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.7K- 88.89% |
$1.67M - $1.69M
|
2.21K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.7K- 8.55% |
$2.72M - $2.75M
|
307K
$29.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-29.1K- 2.98% |
$2.76M - $2.79M
|
949K
$91.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-32.5K- 7.21% |
$3.08M - $3.11M
|
418K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.9K- 24.86% |
$3.4M - $3.44M
|
108K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-805K- 98.95% |
$76.3M - $77M
|
8.57K
$823K
|