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 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-78- 1.56% |
$7.28K - $7.42K
|
4.94K
$474K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2K- 56.17% |
$112K - $113K
|
934
$89.6K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
350New |
$32.6K - $32.9K
|
350
$33.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$93.2K - $94.1K
|
1K
$95.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-163- 0.24% |
$15.2K - $15.3K
|
68K
$6.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-382- 52.11% |
$35.6K - $35.9K
|
351
$33.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
348New |
$32.4K - $32.7K
|
348
$33.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 25.0% |
$93.2 - $94.1
|
3
$288
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
2.14KNew |
$200K - $201K
|
2.14K
$205K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.0% |
$93.2 - $94.1
|
55.1K
$5.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-740- 25.14% |
$69K - $69.6K
|
2.2K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 29.91% |
$114K - $115K
|
2.87K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.35K- 29.83% |
$499K - $503K
|
12.6K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.35K- 27.52% |
$126K - $127K
|
3.55K
$340K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.2KNew |
$206K - $209K
|
2.2K
$211K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
111New |
$10.4K - $10.5K
|
111
$10.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129KNew |
$12.1M - $12.2M
|
129K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73New |
$6.84K - $6.94K
|
73
$7K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 4.89% |
$35K - $35.4K
|
8K
$767K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.2K- 21.43% |
$112K - $114K
|
4.4K
$422K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.08K- 32.66% |
$101K - $103K
|
2.23K
$214K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
540+ 19.31% |
$50.6K - $51.3K
|
3.34K
$320K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
9New |
$844 - $855
|
9
$863
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-30- 31.58% |
$2.81K - $2.85K
|
65
$6.23K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.67KNew |
$905K - $921K
|
9.67K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105New |
$9.83K - $10K
|
105
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-120- 13.29% |
$11.2K - $11.4K
|
783
$75.1K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11KNew |
$197K - $201K
|
2.11K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.15K+ 8.3% |
$108K - $110K
|
15.1K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
12.5K+ 202.77% |
$1.17M - $1.19M
|
18.6K
$1.78M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-1.38K- 24.33% |
$129K - $131K
|
4.29K
$411K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
9.3KNew |
$870K - $886K
|
9.3K
$892K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.14K- 18.43% |
$200K - $203K
|
9.46K
$907K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.21KNew |
$582K - $592K
|
6.21K
$596K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.25K+ 71.11% |
$397K - $404K
|
10.2K
$980K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-1.2K- 29.63% |
$112K - $114K
|
2.85K
$273K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
8.35KNew |
$781K - $795K
|
8.35K
$800K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.21% |
$468 - $476
|
2.41K
$231K
|
|
| Q4 2022 | |||||||
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.36K- 35.07% |
$126K - $128K
|
2.51K
$241K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
106KNew |
$9.83M - $10M
|
106K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 27.03% |
$9.31K - $9.48K
|
270
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.28KNew |
$119K - $121K
|
1.28K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.18KNew |
$203K - $207K
|
2.18K
$209K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.06K- 11.69% |
$378K - $385K
|
30.7K
$2.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18+ 0.65% |
$1.68K - $1.71K
|
2.79K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.6K+ 198.99% |
$2.95M - $3M
|
47.5K
$4.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-7.46K- 41.95% |
$694K - $707K
|
10.3K
$990K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 9.35% |
$1.86K - $1.9K
|
194
$18.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
32K+ 92.09% |
$2.98M - $3.04M
|
66.8K
$6.41M
|
|