Purchases and Sales Made in Q4 2025 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.16K+ 3.06% |
$781K - $786K
|
275K
$26.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8.12K+ 15.74% |
$778K - $782K
|
59.7K
$5.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.86KNew |
$561K - $564K
|
5.86K
$562K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.57KNew |
$533K - $536K
|
5.57K
$534K
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
4.39KNew |
$420K - $422K
|
4.39K
$421K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.02K+ 2.13% |
$385K - $387K
|
193K
$18.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.8K+ 14.56% |
$268K - $270K
|
22K
$2.12M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
714+ 17.88% |
$68.4K - $68.8K
|
4.71K
$452K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
605+ 19.3% |
$57.9K - $58.3K
|
3.74K
$359K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
415+ 4.72% |
$39.7K - $40K
|
9.21K
$884K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
208New |
$19.9K - $20K
|
208
$20K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
166+ 4.52% |
$15.9K - $16K
|
3.84K
$368K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
151+ 4.25% |
$14.5K - $14.5K
|
3.71K
$356K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
23+ 2.03% |
$2.2K - $2.22K
|
1.15K
$111K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-59- 1.54% |
$5.65K - $5.68K
|
3.78K
$363K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-151- 2.42% |
$14.5K - $14.5K
|
6.08K
$583K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-237- 1.33% |
$22.7K - $22.8K
|
17.6K
$1.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-321- 10.0% |
$30.7K - $30.9K
|
2.89K
$277K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.9K- 65.23% |
$1.05M - $1.05M
|
5.83K
$559K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.7K- 31.82% |
$3.03M - $3.05M
|
67.9K
$6.51M
|
|