Purchases and Sales Made in Q1 2024 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q1 2024. 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 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.5K- 12.69% |
$142K - $143K
|
10.3K
$983K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.54K- 6.16% |
$145K - $147K
|
23.4K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.6K- 4.5% |
$151K - $152K
|
33.8K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.71K- 35.81% |
$162K - $163K
|
3.07K
$292K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.06K- 59.04% |
$195K - $197K
|
1.43K
$136K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.28K- 37.08% |
$215K - $217K
|
3.86K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 96.91% |
$220K - $222K
|
74
$7.04K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.38K- 29.7% |
$225K - $227K
|
5.63K
$535K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.91K- 6.78% |
$275K - $277K
|
40K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.93K- 6.18% |
$277K - $279K
|
44.5K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.36K- 11.71% |
$318K - $321K
|
25.3K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.99K- 19.14% |
$377K - $380K
|
16.8K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.31K- 22.96% |
$407K - $411K
|
14.5K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.79K- 61.49% |
$453K - $457K
|
3K
$286K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.81K- 61.74% |
$455K - $459K
|
2.98K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.93K- 11.41% |
$466K - $471K
|
38.3K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.81K- 11.63% |
$550K - $555K
|
44.2K
$4.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5.99K- 46.03% |
$566K - $572K
|
7.03K
$669K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-6.37K- 4.49% |
$602K - $608K
|
136K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7.36K- 10.12% |
$695K - $702K
|
65.3K
$6.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7.39K- 28.06% |
$699K - $705K
|
19K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.04K- 19.47% |
$760K - $767K
|
33.2K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.13K- 4.47% |
$863K - $871K
|
195K
$18.6M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-11K- 10.48% |
$1.04M - $1.05M
|
94K
$8.94M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.6K- 3.48% |
$1.09M - $1.1M
|
321K
$30.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.6K- 3.48% |
$1.09M - $1.1M
|
321K
$30.6M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.5KClosed |
$1.28M - $1.29M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-15.2K- 64.39% |
$1.43M - $1.45M
|
8.38K
$798K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.7K- 26.82% |
$1.48M - $1.5M
|
42.8K
$4.07M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.5K- 27.06% |
$2.13M - $2.15M
|
60.6K
$5.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-27K- 37.32% |
$2.56M - $2.58M
|
45.4K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.7K- 91.53% |
$3.38M - $3.41M
|
3.31K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.2K- 6.91% |
$3.52M - $3.55M
|
502K
$47.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.7K- 12.22% |
$4.23M - $4.26M
|
321K
$30.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-106K- 9.73% |
$10.1M - $10.1M
|
987K
$93.9M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-114K- 68.97% |
$10.8M - $10.9M
|
51.4K
$4.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-133K- 79.52% |
$12.6M - $12.7M
|
34.3K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-153K- 99.55% |
$14.5M - $14.6M
|
688
$65.5K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-216K- 50.41% |
$20.4M - $20.6M
|
213K
$20.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-255K- 54.97% |
$24.1M - $24.3M
|
209K
$19.9M
|