Latest Institutional Transactions on Pimco Enhanced Low Duration Ac (LDUR)
This table provides information on the latest institutional transactions involving Pimco Enhanced Low Duration Ac (LDUR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-614- 15.82% |
$58.2K - $58.8K
|
3.27K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-5.85K- 12.51% |
$554K - $560K
|
40.9K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.49K- 39.85% |
$236K - $238K
|
3.76K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12+ 0.13% |
$1.14K - $1.15K
|
9.54K
$912K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
22.7K+ 39.34% |
$2.15M - $2.17M
|
80.3K
$7.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.07K+ 10.05% |
$291K - $294K
|
33.6K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
42.6KNew |
$4.03M - $4.07M
|
42.6K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.61K- 8.28% |
$152K - $154K
|
17.8K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.9K+ 4.95% |
$275K - $277K
|
61.5K
$5.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.06K- 2.58% |
$195K - $197K
|
78K
$7.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.69KNew |
$255K - $258K
|
2.69K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.91K+ 6.79% |
$276K - $278K
|
45.8K
$4.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.7K- 88.89% |
$1.67M - $1.69M
|
2.21K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4.56K- 56.68% |
$432K - $437K
|
3.49K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.61K- 13.07% |
$532K - $537K
|
37.3K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.32K+ 20.58% |
$220K - $222K
|
13.6K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 1.02% |
$3.6K - $3.64K
|
3.78K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-397- 0.92% |
$37.6K - $38K
|
42.8K
$4.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.48K- 4.64% |
$140K - $142K
|
30.4K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.37K- 9.99% |
$604K - $609K
|
57.4K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-525- 11.67% |
$49.8K - $50.2K
|
3.97K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60- 1.49% |
$5.69K - $5.74K
|
3.97K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
227+ 7.22% |
$21.5K - $21.7K
|
3.37K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
8.31KNew |
$787K - $795K
|
8.31K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-329- 10.9% |
$31.2K - $31.5K
|
2.69K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-937- 29.24% |
$88.8K - $89.7K
|
2.27K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
524+ 0.55% |
$49.7K - $50.1K
|
96K
$9.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.81K- 51.81% |
$172K - $174K
|
1.69K
$161K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 4.3% |
$101K - $102K
|
25.7K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
402+ 5.48% |
$38.1K - $38.5K
|
7.74K
$740K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-7.86K- 6.79% |
$745K - $753K
|
108K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$94.8 - $95.7
|
9.81K
$938K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
750+ 10.88% |
$71.1K - $71.8K
|
7.64K
$731K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
17+ 0.73% |
$1.61K - $1.63K
|
2.33K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-213- 1.88% |
$20.2K - $20.4K
|
11.1K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
645+ 9.55% |
$61.1K - $61.7K
|
7.4K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 4.86% |
$205K - $207K
|
46.7K
$4.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64New |
$6.07K - $6.12K
|
64
$6.12K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.84K- 38.57% |
$175K - $176K
|
2.93K
$280K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
37+ 1.2% |
$3.51K - $3.54K
|
3.11K
$297K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.14K+ 3.13% |
$582K - $588K
|
202K
$19.3M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.27K+ 17.12% |
$592K - $603K
|
42.9K
$4.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-599- 10.17% |
$56.5K - $57.6K
|
5.29K
$506K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-63- 0.81% |
$5.95K - $6.06K
|
7.71K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-22.3K- 11.11% |
$2.1M - $2.14M
|
178K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28KNew |
$2.65M - $2.7M
|
28K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.4K- 10.46% |
$1.17M - $1.19M
|
106K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.81K+ 3.13% |
$643K - $655K
|
224K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 122.27% |
$1.27M - $1.3M
|
24.5K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.45K- 11.81% |
$325K - $331K
|
25.7K
$2.46M
|
|