Purchases and Sales Made in Q3 2023 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
348New |
$32.4K - $32.7K
|
348
$33.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
347+ 10.19% |
$32.3K - $32.6K
|
3.75K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
315+ 1.01% |
$29.4K - $29.6K
|
31.6K
$3.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
258+ 10.96% |
$24.1K - $24.3K
|
2.61K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250New |
$23.3K - $23.5K
|
250
$24K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
243+ 0.3% |
$22.7K - $22.9K
|
80.7K
$7.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217+ 1.54% |
$20.2K - $20.4K
|
14.3K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
216+ 0.65% |
$20.1K - $20.3K
|
33.4K
$3.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
101+ 0.39% |
$9.42K - $9.5K
|
26.1K
$2.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
76+ 1.05% |
$7.08K - $7.15K
|
7.3K
$701K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48+ 1.54% |
$4.47K - $4.51K
|
3.17K
$304K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
45+ 0.55% |
$4.19K - $4.23K
|
8.22K
$789K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
40New |
$3.73K - $3.76K
|
40
$3.84K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
33+ 1.13% |
$3.08K - $3.1K
|
2.96K
$285K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
18+ 0.7% |
$1.68K - $1.69K
|
2.59K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 3.17% |
$186 - $188
|
65
$6.24K
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.0% |
$93.2 - $94.1
|
55.1K
$5.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 25.0% |
$93.2 - $94.1
|
3
$288
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.09% |
$466 - $470
|
5.37K
$516K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-45- 1.82% |
$4.19K - $4.23K
|
2.43K
$233K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-50- 0.27% |
$4.66K - $4.7K
|
18.3K
$1.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-155- 2.83% |
$14.4K - $14.6K
|
5.32K
$511K
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-160- 0.66% |
$14.9K - $15K
|
23.9K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-163- 0.24% |
$15.2K - $15.3K
|
68K
$6.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-188- 2.82% |
$17.5K - $17.7K
|
6.49K
$623K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-253- 2.44% |
$23.6K - $23.8K
|
10.1K
$973K
|
|
|
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 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-385- 10.02% |
$35.9K - $36.2K
|
3.46K
$332K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-415- 3.31% |
$38.7K - $39K
|
12.1K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-471- 1.7% |
$43.9K - $44.3K
|
27.2K
$2.62M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-500- 6.79% |
$46.6K - $47K
|
6.86K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-524- 0.75% |
$48.8K - $49.3K
|
69.3K
$6.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-541- 5.18% |
$50.4K - $50.9K
|
9.91K
$951K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-580- 0.34% |
$54.1K - $54.5K
|
169K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-617- 12.78% |
$57.5K - $58K
|
4.21K
$404K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-740- 25.14% |
$69K - $69.6K
|
2.2K
$212K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-792- 20.63% |
$73.8K - $74.5K
|
3.05K
$293K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 19.29% |
$106K - $107K
|
4.78K
$459K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2K- 56.17% |
$112K - $113K
|
934
$89.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2K- 56.17% |
$112K - $113K
|
934
$89.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 29.91% |
$114K - $115K
|
2.87K
$276K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.32K- 20.03% |
$123K - $125K
|
5.29K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.35K- 27.52% |
$126K - $127K
|
3.55K
$341K
|
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.42K- 1.52% |
$132K - $134K
|
92.2K
$8.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.53K- 15.1% |
$143K - $144K
|
8.6K
$826K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.7K- 32.5% |
$159K - $160K
|
3.54K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.79K- 12.43% |
$167K - $169K
|
12.6K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.9K- 25.67% |
$177K - $179K
|
5.51K
$529K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.96K- 40.37% |
$183K - $185K
|
2.9K
$279K
|