Purchases and Sales Made in Q1 2023 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
145KNew |
$13.6M - $13.8M
|
145K
$13.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
133K+ 41.77% |
$12.5M - $12.7M
|
452K
$43.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56.7KNew |
$5.31M - $5.4M
|
56.7K
$5.42M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.8KNew |
$4.57M - $4.65M
|
48.8K
$4.67M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.5K+ 25.59% |
$4.17M - $4.24M
|
219K
$20.9M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40.8K+ 106.01% |
$3.82M - $3.89M
|
79.4K
$7.59M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.9K+ 46.22% |
$3.45M - $3.51M
|
117K
$11.2M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.2K+ 341.07% |
$3.29M - $3.35M
|
45.5K
$4.35M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
29.5K+ 36.58% |
$2.76M - $2.81M
|
110K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
18.4KNew |
$1.73M - $1.76M
|
18.4K
$1.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16K+ 8.25% |
$1.5M - $1.52M
|
210K
$20.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.7K+ 44.98% |
$1.47M - $1.49M
|
50.5K
$4.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
15.6K+ 7.19% |
$1.46M - $1.48M
|
232K
$22.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
14.4K+ 150.08% |
$1.35M - $1.37M
|
24.1K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.2KNew |
$1.24M - $1.26M
|
13.2K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
12.5K+ 202.77% |
$1.17M - $1.19M
|
18.6K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.2KNew |
$1.14M - $1.16M
|
12.2K
$1.17M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10.5K+ 278.71% |
$987K - $1M
|
14.3K
$1.37M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.67KNew |
$905K - $921K
|
9.67K
$925K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
9.3KNew |
$870K - $886K
|
9.3K
$890K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.65K+ 2.85% |
$809K - $823K
|
312K
$29.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
8.35KNew |
$781K - $795K
|
8.35K
$799K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
8.2K+ 351.01% |
$767K - $780K
|
10.5K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.86K+ 18.73% |
$735K - $748K
|
49.8K
$4.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.14K+ 40.93% |
$668K - $680K
|
24.6K
$2.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.21KNew |
$582K - $592K
|
6.21K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.19K+ 155.78% |
$579K - $589K
|
10.2K
$972K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.15K+ 1.29% |
$575K - $585K
|
482K
$46.1M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.83K+ 130.01% |
$545K - $555K
|
10.3K
$986K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.6KNew |
$524K - $533K
|
5.6K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.5K+ 137.52% |
$515K - $524K
|
9.5K
$908K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
5.31K+ 127.95% |
$497K - $506K
|
9.46K
$905K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
4.71K+ 17.78% |
$441K - $449K
|
31.2K
$2.99M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.56K+ 11.61% |
$427K - $434K
|
43.8K
$4.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.25K+ 71.11% |
$397K - $404K
|
10.2K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.24K+ 19.63% |
$397K - $403K
|
25.8K
$2.47M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.06K+ 13.84% |
$380K - $387K
|
33.4K
$3.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.61K+ 37.06% |
$338K - $344K
|
13.3K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.09K+ 6.37% |
$289K - $294K
|
51.6K
$4.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.02KNew |
$282K - $287K
|
3.02K
$289K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.98KNew |
$279K - $284K
|
2.98K
$285K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.81K+ 11.35% |
$263K - $268K
|
27.6K
$2.64M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.8K+ 28.36% |
$262K - $266K
|
12.7K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11KNew |
$197K - $201K
|
2.11K
$202K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.85K+ 356.15% |
$173K - $176K
|
2.37K
$227K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.75K+ 7.27% |
$164K - $167K
|
25.8K
$2.47M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.63K+ 7.91% |
$153K - $155K
|
22.3K
$2.13M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.59K+ 2.16% |
$149K - $152K
|
75.5K
$7.22M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.41K+ 196.38% |
$132K - $134K
|
2.13K
$204K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.39K+ 32.1% |
$130K - $132K
|
5.72K
$547K
|