Purchases and Sales Made in Q1 2022 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO ENHANCED LOW DURATION AC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
936+ 4.01% |
$91.2K - $94.3K
|
24.3K
$2.31M
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
920New |
$89.6K - $92.7K
|
920
$87.7K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
746+ 3.89% |
$72.7K - $75.2K
|
19.9K
$1.9M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
494+ 4.74% |
$48.1K - $49.8K
|
10.9K
$1.04M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
437+ 2.81% |
$42.6K - $44K
|
16K
$1.52M
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
338+ 18.78% |
$32.9K - $34.1K
|
2.14K
$204K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
328+ 4.52% |
$32K - $33.1K
|
7.58K
$722K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
325New |
$31.7K - $32.8K
|
325
$31K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
284+ 1.36% |
$27.7K - $28.6K
|
21.2K
$2.02M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$24.4K - $25.2K
|
250
$23.8K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
221+ 26.09% |
$21.5K - $22.3K
|
1.07K
$102K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
217+ 0.72% |
$21.1K - $21.9K
|
30.3K
$2.88M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
175+ 1.58% |
$17.1K - $17.6K
|
11.3K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103+ 13.45% |
$10K - $10.4K
|
869
$82.8K
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
86New |
$8.38K - $8.67K
|
86
$8.19K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
79+ 2.54% |
$7.7K - $7.96K
|
3.19K
$304K
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
71+ 1.91% |
$6.92K - $7.16K
|
3.79K
$361K
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
61+ 0.03% |
$5.94K - $6.15K
|
181K
$17.3M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$4.87K - $5.04K
|
50
$4.76K
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
38+ 0.3% |
$3.7K - $3.83K
|
12.6K
$1.2M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
34+ 1.32% |
$3.31K - $3.43K
|
2.6K
$248K
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
10+ 0.3% |
$974 - $1.01K
|
3.34K
$318K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.05% |
$390 - $403
|
8.21K
$782K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.41% |
$195 - $202
|
493
$47K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 100.0% |
$97.4 - $101
|
2
$191
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.3% |
$97.4 - $101
|
331
$31.5K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1- 0.04% |
$97.4 - $101
|
2.63K
$251K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3Closed |
$292 - $302
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15- 0.17% |
$1.46K - $1.51K
|
8.74K
$832K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.26% |
$1.95K - $2.02K
|
7.69K
$733K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47Closed |
$4.58K - $4.74K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-68Closed |
$6.63K - $6.85K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-82- 0.82% |
$7.99K - $8.26K
|
9.93K
$946K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-149Closed |
$14.5K - $15K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150Closed |
$14.6K - $15.1K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-151- 41.37% |
$14.7K - $15.2K
|
214
$20.4K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-160- 5.39% |
$15.6K - $16.1K
|
2.81K
$268K
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-163- 3.01% |
$15.9K - $16.4K
|
5.25K
$500K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-171- 21.06% |
$16.7K - $17.2K
|
641
$61.1K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-230- 6.97% |
$22.4K - $23.2K
|
3.07K
$292K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-251- 1.65% |
$24.5K - $25.3K
|
15K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-259- 0.35% |
$25.2K - $26.1K
|
74.1K
$7.06M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-345- 6.36% |
$33.6K - $34.8K
|
5.08K
$484K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-484- 18.17% |
$47.2K - $48.8K
|
2.18K
$208K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-526- 3.17% |
$51.2K - $53K
|
16.1K
$1.53M
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-685Closed |
$66.7K - $69K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-701- 15.81% |
$68.3K - $70.6K
|
3.73K
$356K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-715- 49.24% |
$69.7K - $72.1K
|
737
$70.2K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-738Closed |
$71.9K - $74.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-750- 2.69% |
$73.1K - $75.6K
|
27.1K
$2.58M
|