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 |
---|---|---|---|---|---|---|---|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-558- 13.5% |
$52.9K - $53.4K
|
3.58K
$342K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.08KNew |
$576K - $582K
|
6.08K
$581K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.4KNew |
$1.27M - $1.29M
|
13.4K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.49K+ 10.51% |
$236K - $239K
|
26.2K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
695+ 9.02% |
$65.9K - $66.5K
|
8.4K
$803K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.64K+ 0.92% |
$155K - $157K
|
180K
$17.2M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.94K+ 7.5% |
$753K - $760K
|
114K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.29KNew |
$217K - $219K
|
2.29K
$219K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.99K+ 6.23% |
$189K - $191K
|
34K
$3.25M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
355New |
$33.7K - $34K
|
355
$33.9K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.08K- 0.85% |
$292K - $295K
|
360K
$34.4M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
225+ 3.88% |
$21.3K - $21.5K
|
6.02K
$576K
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.61K+ 0.94% |
$721K - $728K
|
819K
$78.2M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.9K- 24.86% |
$3.4M - $3.44M
|
108K
$10.4M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.3K- 3.97% |
$123K - $125K
|
31.5K
$3.01M
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.71K- 14.28% |
$541K - $546K
|
34.3K
$3.27M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
4.43KNew |
$420K - $424K
|
4.43K
$423K
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-344- 13.43% |
$32.6K - $32.9K
|
2.22K
$212K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.72K- 22.37% |
$163K - $165K
|
5.98K
$572K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13K- 58.97% |
$1.23M - $1.25M
|
9.05K
$865K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.78KNew |
$264K - $266K
|
2.78K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.76K+ 21.63% |
$167K - $168K
|
9.9K
$946K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-30- 0.38% |
$2.84K - $2.87K
|
7.95K
$759K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.7K- 8.55% |
$2.72M - $2.75M
|
307K
$29.3M
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
27.6KNew |
$2.62M - $2.64M
|
27.6K
$2.64M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.41K- 2.73% |
$418K - $422K
|
157K
$15M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43+ 0.47% |
$4.08K - $4.11K
|
9.23K
$882K
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5- 0.19% |
$474 - $478
|
2.57K
$246K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-265- 43.44% |
$25.1K - $25.4K
|
345
$33K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.81KNew |
$550K - $555K
|
5.81K
$555K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.35K- 49.68% |
$507K - $512K
|
5.42K
$518K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-500- 51.98% |
$47.4K - $47.8K
|
462
$44.2K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 10.96% |
$160K - $162K
|
13.7K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 68.19% |
$247K - $250K
|
6.44K
$615K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.39KClosed |
$227K - $229K
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.48K- 17.57% |
$235K - $237K
|
11.6K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
98New |
$9.29K - $9.38K
|
98
$9.37K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.32K- 20.7% |
$505K - $509K
|
20.4K
$1.95M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
319+ 1.22% |
$30.2K - $30.5K
|
26.6K
$2.54M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
502+ 9.49% |
$47.6K - $48K
|
5.79K
$554K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-49- 1.86% |
$4.64K - $4.69K
|
2.59K
$247K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-642- 2.62% |
$60.9K - $61.4K
|
23.9K
$2.28M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155K+ 362.25% |
$14.7M - $14.9M
|
198K
$19M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.48K- 71.96% |
$519K - $524K
|
2.14K
$204K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
8.43KNew |
$799K - $807K
|
8.43K
$806K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.35KNew |
$886K - $894K
|
9.35K
$893K
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.75K- 33.23% |
$166K - $167K
|
3.52K
$336K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.85K- 29.87% |
$176K - $177K
|
4.35K
$416K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.82K+ 2.57% |
$267K - $270K
|
113K
$10.8M
|