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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
95New |
$8.99K - $9.16K
|
95
$9.04K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.49KNew |
$424K - $433K
|
4.49K
$427K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-177- 37.98% |
$16.7K - $17.1K
|
289
$27.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
610New |
$57.7K - $58.8K
|
610
$58K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.85KNew |
$837K - $854K
|
8.85K
$842K
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-48- 1.99% |
$4.54K - $4.63K
|
2.37K
$225K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.2K- 25.61% |
$1.06M - $1.08M
|
32.5K
$3.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8+ 0.35% |
$757 - $772
|
2.29K
$218K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
43.9KNew |
$4.21M - $4.29M
|
43.9K
$4.18M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.43KClosed |
$233K - $238K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
65+ 0.52% |
$6.22K - $6.35K
|
12.7K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
11.7KNew |
$1.12M - $1.15M
|
11.7K
$1.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-82Closed |
$7.85K - $8.02K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.1KClosed |
$201K - $205K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-3.34KClosed |
$319K - $326K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-493Closed |
$47.2K - $48.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 14.98% |
$9.19K - $9.38K
|
545
$51.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
660New |
$63.2K - $64.5K
|
660
$62.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-665- 67.86% |
$63.7K - $65K
|
315
$30K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.52K- 49.37% |
$720K - $735K
|
7.71K
$734K
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.35KClosed |
$416K - $425K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.79KClosed |
$363K - $371K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
SELL
|
- |
-5.21KClosed |
$498K - $509K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.81KClosed |
$269K - $275K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
633New |
$60.6K - $61.9K
|
633
$60.2K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-149Closed |
$14.5K - $15K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-685Closed |
$66.7K - $69K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$2.38M - $2.46M
|
24.4K
$2.32M
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-15.1KClosed |
$1.47M - $1.52M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6.25KClosed |
$609K - $630K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-738Closed |
$71.9K - $74.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2KClosed |
$195K - $202K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-38.3KClosed |
$3.73M - $3.86M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-2.45KClosed |
$239K - $247K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29.1KClosed |
$2.83M - $2.93M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3Closed |
$292 - $302
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-68Closed |
$6.63K - $6.85K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.14KClosed |
$306K - $317K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-116KClosed |
$11.3M - $11.6M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-358- 7.89% |
$36K - $36.4K
|
4.18K
$398K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.45KClosed |
$246K - $249K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$704 - $713
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-232Closed |
$23.3K - $23.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-140Closed |
$14.1K - $14.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-12.1KClosed |
$1.22M - $1.24M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-21Closed |
$2.11K - $2.14K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25New |
$2.51K - $2.54K
|
25
$2.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.6KClosed |
$262K - $265K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.49KClosed |
$250K - $253K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.96KNew |
$398K - $403K
|
3.96K
$377K
|
|