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
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-424- 9.28% |
$39.7K - $40.4K
|
4.15K
$397K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-538- 0.78% |
$50.4K - $51.2K
|
68.3K
$6.54M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-800- 16.04% |
$74.9K - $76.2K
|
4.19K
$401K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-829- 14.54% |
$77.6K - $78.9K
|
4.87K
$466K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 5.86% |
$109K - $111K
|
18.6K
$1.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-1.2K- 29.63% |
$112K - $114K
|
2.85K
$273K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.38K- 24.33% |
$129K - $131K
|
4.29K
$411K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.45K- 29.38% |
$136K - $138K
|
3.49K
$334K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.47K- 0.88% |
$138K - $140K
|
165K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.48K- 0.44% |
$139K - $141K
|
337K
$32.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.76K- 45.29% |
$165K - $168K
|
2.13K
$204K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 32.03% |
$180K - $184K
|
4.09K
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.14K- 18.43% |
$200K - $203K
|
9.46K
$905K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.22K- 15.24% |
$207K - $211K
|
12.3K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.65K- 42.8% |
$248K - $252K
|
3.54K
$338K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.9K- 11.86% |
$271K - $276K
|
21.5K
$2.06M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.99K- 50.3% |
$280K - $285K
|
2.96K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.06K- 51.76% |
$286K - $291K
|
2.85K
$273K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.52K- 6.14% |
$329K - $335K
|
53.8K
$5.15M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.53K- 34.81% |
$330K - $336K
|
6.61K
$632K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.49K- 24.28% |
$420K - $427K
|
14K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.36K- 33.11% |
$502K - $510K
|
10.8K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5.93K- 10.07% |
$555K - $565K
|
52.9K
$5.06M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.18K- 3.58% |
$579K - $589K
|
166K
$15.9M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-6.25K- 46.79% |
$585K - $595K
|
7.11K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.39K- 57.49% |
$598K - $609K
|
4.73K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.24K- 34.09% |
$677K - $689K
|
14K
$1.34M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.46K- 11.14% |
$885K - $901K
|
75.5K
$7.22M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.2K- 10.73% |
$953K - $969K
|
84.7K
$8.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-12.3K- 64.06% |
$1.15M - $1.17M
|
6.92K
$662K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-13.2K- 81.94% |
$1.23M - $1.25M
|
2.9K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 21.54% |
$1.24M - $1.26M
|
48.2K
$4.61M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.8K- 38.54% |
$1.29M - $1.31M
|
22K
$2.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-16K- 54.18% |
$1.5M - $1.53M
|
13.6K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-18.8K- 15.83% |
$1.76M - $1.79M
|
99.7K
$9.54M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.2K- 57.67% |
$1.8M - $1.83M
|
14.1K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.8K- 10.87% |
$1.86M - $1.89M
|
163K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 72.49% |
$2.05M - $2.09M
|
8.31K
$795K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-32.3K- 19.34% |
$3.02M - $3.07M
|
135K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.6K- 4.93% |
$3.24M - $3.29M
|
667K
$63.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42.2K- 80.37% |
$3.95M - $4.02M
|
10.3K
$986K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.6K- 40.3% |
$4.46M - $4.53M
|
70.5K
$6.75M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-58.4K- 17.73% |
$5.47M - $5.56M
|
271K
$25.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-98.5K- 6.82% |
$9.22M - $9.38M
|
1.35M
$129M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-157K- 28.89% |
$14.7M - $14.9M
|
385K
$36.9M
|