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 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.27K+ 0.11% |
$119K - $121K
|
1.15M
$110M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.16K+ 0.64% |
$108K - $110K
|
183K
$17.5M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.15K+ 8.3% |
$108K - $110K
|
15.1K
$1.44M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1K+ 2.79% |
$94K - $95.6K
|
37K
$3.54M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
931+ 143.23% |
$87.1K - $88.6K
|
1.58K
$151K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
892+ 0.27% |
$83.5K - $84.9K
|
334K
$32M
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
724+ 4.72% |
$67.8K - $68.9K
|
16.1K
$1.54M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
716+ 2.21% |
$67K - $68.2K
|
33.2K
$3.17M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
549+ 100.37% |
$51.4K - $52.3K
|
1.1K
$105K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
476+ 1.09% |
$44.6K - $45.3K
|
44.2K
$4.23M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
462+ 5.02% |
$43.2K - $44K
|
9.67K
$925K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
368+ 3.83% |
$34.4K - $35K
|
9.97K
$954K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
325+ 0.71% |
$30.4K - $30.9K
|
46.1K
$4.41M
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
316+ 13.08% |
$29.6K - $30.1K
|
2.73K
$261K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
261+ 8.55% |
$24.4K - $24.9K
|
3.31K
$317K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
249+ 7.05% |
$23.3K - $23.7K
|
3.78K
$362K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
227+ 3.3% |
$21.2K - $21.6K
|
7.11K
$681K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
152+ 1.01% |
$14.2K - $14.5K
|
15.2K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105New |
$9.83K - $10K
|
105
$10K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
100+ 2.58% |
$9.36K - $9.52K
|
3.98K
$381K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
97+ 1.44% |
$9.08K - $9.24K
|
6.82K
$652K
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
71+ 0.4% |
$6.65K - $6.76K
|
17.9K
$1.71M
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
44+ 1.75% |
$4.12K - $4.19K
|
2.56K
$245K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 39.05% |
$3.84K - $3.9K
|
146
$14K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
40+ 0.53% |
$3.74K - $3.81K
|
7.62K
$729K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$3K - $3.05K
|
32
$3.06K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
23+ 0.67% |
$2.15K - $2.19K
|
3.43K
$328K
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
22+ 0.13% |
$2.06K - $2.09K
|
17K
$1.63M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11+ 0.08% |
$1.03K - $1.05K
|
14.1K
$1.35M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.21% |
$468 - $476
|
2.41K
$230K
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2+ 0.01% |
$187 - $190
|
24.2K
$2.32M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 1.64% |
$93.6 - $95.2
|
62
$5.93K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4- 0.54% |
$374 - $381
|
733
$70.1K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 10.0% |
$468 - $476
|
45
$4.31K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-41- 1.9% |
$3.84K - $3.9K
|
2.12K
$203K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-43- 0.73% |
$4.02K - $4.09K
|
5.87K
$562K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-72- 0.1% |
$6.74K - $6.86K
|
68.7K
$6.57M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-120- 13.29% |
$11.2K - $11.4K
|
783
$74.9K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-120- 4.46% |
$11.2K - $11.4K
|
2.57K
$246K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-154- 0.71% |
$14.4K - $14.7K
|
21.6K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-201- 2.27% |
$18.8K - $19.1K
|
8.66K
$828K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-212- 2.12% |
$19.8K - $20.2K
|
9.77K
$935K
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-227- 1.78% |
$21.2K - $21.6K
|
12.5K
$1.2M
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-230- 3.59% |
$21.5K - $21.9K
|
6.17K
$590K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-234- 10.35% |
$21.9K - $22.3K
|
2.03K
$194K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-283- 4.95% |
$26.5K - $26.9K
|
5.44K
$520K
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-286- 9.28% |
$26.8K - $27.2K
|
2.8K
$267K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-288- 2.76% |
$27K - $27.4K
|
10.1K
$970K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-369- 34.45% |
$34.5K - $35.1K
|
702
$67.2K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-409- 1.0% |
$38.3K - $38.9K
|
40.6K
$3.88M
|