Purchases and Sales Made in Q2 2023 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-5.83K- 4.33% |
$546K - $554K
|
129K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.11K- 15.07% |
$573K - $581K
|
34.4K
$3.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-6.17K- 6.19% |
$579K - $587K
|
93.6K
$8.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.57K- 53.31% |
$616K - $624K
|
5.75K
$547K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.86K- 12.96% |
$643K - $652K
|
46.1K
$4.38M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-8.57K- 35.64% |
$804K - $815K
|
15.5K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.5K- 1.57% |
$985K - $998K
|
657K
$62.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-13K- 72.59% |
$1.22M - $1.23M
|
4.89K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13.5K- 17.93% |
$1.27M - $1.29M
|
61.9K
$5.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-15.5K- 46.54% |
$1.46M - $1.48M
|
17.9K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.4K- 28.64% |
$3.13M - $3.18M
|
83.3K
$7.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.6K- 18.39% |
$3.15M - $3.19M
|
149K
$14.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-38.8K- 45.81% |
$3.64M - $3.69M
|
45.9K
$4.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-39.6K- 2.95% |
$3.72M - $3.77M
|
1.31M
$124M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41K- 90.14% |
$3.84M - $3.9M
|
4.48K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.3K- 13.04% |
$4.71M - $4.78M
|
335K
$31.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.5K- 27.2% |
$5.57M - $5.65M
|
159K
$15.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-67.4K- 95.57% |
$6.32M - $6.41M
|
3.12K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-67.5K- 24.88% |
$6.32M - $6.41M
|
204K
$19.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-106K- 64.87% |
$9.89M - $10M
|
57.1K
$5.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-302K- 89.72% |
$28.3M - $28.7M
|
34.6K
$3.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-406K- 84.28% |
$38M - $38.6M
|
75.7K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.01M- 87.47% |
$94.4M - $95.8M
|
144K
$13.7M
|