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 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.11K- 4.37% |
$105K - $106K
|
24.2K
$2.32M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-913- 2.19% |
$86.5K - $87.4K
|
40.9K
$3.92M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.82K+ 2.57% |
$267K - $270K
|
113K
$10.8M
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-18- 0.82% |
$1.71K - $1.72K
|
2.17K
$208K
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-13.5K- 13.29% |
$1.28M - $1.29M
|
88K
$8.44M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.19% |
$853 - $861
|
4.79K
$459K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.1K+ 19.55% |
$3.99M - $4.03M
|
257K
$24.7M
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-238- 1.91% |
$22.6K - $22.8K
|
12.3K
$1.17M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
691+ 16.07% |
$65.5K - $66.1K
|
4.99K
$479K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.14K- 24.88% |
$772K - $779K
|
24.6K
$2.36M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.17% |
$2.18K - $2.2K
|
13.5K
$1.3M
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-686- 2.9% |
$65K - $65.6K
|
23K
$2.2M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.81K- 10.79% |
$266K - $269K
|
23.2K
$2.23M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.06% |
$94.8 - $95.7
|
1.64K
$157K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-390- 4.69% |
$37K - $37.3K
|
7.92K
$759K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
254+ 8.18% |
$24.1K - $24.3K
|
3.36K
$322K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
497+ 2.49% |
$47.1K - $47.6K
|
20.4K
$1.96M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
70.1KNew |
$6.65M - $6.71M
|
70.1K
$6.72M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
767+ 3.26% |
$72.7K - $73.4K
|
24.3K
$2.33M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
575+ 2.9% |
$54.5K - $55K
|
20.4K
$1.96M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 15.77% |
$118K - $119K
|
6.62K
$635K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-529- 0.24% |
$50.1K - $50.6K
|
224K
$21.5M
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-105- 1.2% |
$9.95K - $10K
|
8.62K
$826K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
788+ 9.33% |
$74.7K - $75.4K
|
9.23K
$885K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-399- 1.38% |
$37.8K - $38.2K
|
28.5K
$2.73M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
210KNew |
$19.9M - $20.1M
|
210K
$20.1M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80New |
$7.58K - $7.66K
|
80
$7.67K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
199New |
$18.9K - $19K
|
199
$19.1K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-113- 13.25% |
$10.7K - $10.8K
|
740
$71K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-805K- 98.95% |
$76.3M - $77M
|
8.57K
$821K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.1KNew |
$2.19M - $2.21M
|
23.1K
$2.21M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
160+ 2.74% |
$15.2K - $15.3K
|
6K
$576K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
844New |
$80K - $80.8K
|
844
$80.9K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.44K- 28.53% |
$231K - $233K
|
6.1K
$585K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-32.5K- 7.21% |
$3.08M - $3.11M
|
418K
$40.1M
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
128+ 0.96% |
$12.1K - $12.2K
|
13.5K
$1.29M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.3% |
$1.42K - $1.44K
|
5.03K
$482K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-229- 0.74% |
$21.7K - $21.9K
|
30.6K
$2.93M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-29.1K- 2.98% |
$2.76M - $2.79M
|
949K
$91M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 5.08% |
$284 - $287
|
56
$5.37K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-614- 15.82% |
$58.2K - $58.8K
|
3.27K
$313K
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-5.85K- 12.51% |
$554K - $560K
|
40.9K
$3.92M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.49K- 39.85% |
$236K - $238K
|
3.76K
$361K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12+ 0.13% |
$1.14K - $1.15K
|
9.54K
$915K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.07K+ 10.05% |
$291K - $294K
|
33.6K
$3.22M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
42.6KNew |
$4.03M - $4.07M
|
42.6K
$4.08M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.61K- 8.28% |
$152K - $154K
|
17.8K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.9K+ 4.95% |
$275K - $277K
|
61.5K
$5.89M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
22.7K+ 39.34% |
$2.15M - $2.17M
|
80.3K
$7.7M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.06K- 2.58% |
$195K - $197K
|
78K
$7.47M
|