Purchases and Sales Made in Q4 2023 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 161.69% |
$24.7M - $25.2M
|
429K
$40.8M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
172KNew |
$16M - $16.3M
|
172K
$16.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
140KNew |
$13.1M - $13.3M
|
140K
$13.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
112K+ 204.38% |
$10.5M - $10.7M
|
167K
$15.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
81.2K+ 29.54% |
$7.57M - $7.72M
|
356K
$33.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.1K+ 78.96% |
$4.96M - $5.05M
|
120K
$11.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41.6K+ 51.95% |
$3.88M - $3.95M
|
122K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37.1K+ 11.36% |
$3.46M - $3.53M
|
364K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.6K+ 21.09% |
$3.32M - $3.38M
|
204K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
24.9KNew |
$2.33M - $2.37M
|
24.9K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.7K+ 5.62% |
$1.65M - $1.68M
|
333K
$31.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.3KNew |
$1.53M - $1.55M
|
16.3K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.6KNew |
$1.37M - $1.39M
|
14.6K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14K+ 146.79% |
$1.31M - $1.33M
|
23.5K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 35.38% |
$1.22M - $1.24M
|
50K
$4.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.47K+ 126.9% |
$884K - $900K
|
16.9K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.5KNew |
$607K - $618K
|
6.5K
$619K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.62K+ 3.51% |
$525K - $534K
|
166K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.22K+ 35.33% |
$487K - $496K
|
20K
$1.9M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.14K+ 3.07% |
$480K - $489K
|
173K
$16.4M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.7KNew |
$345K - $351K
|
3.7K
$352K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.46K+ 37.01% |
$323K - $329K
|
12.8K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
2.96KNew |
$277K - $282K
|
2.96K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9K+ 6.79% |
$271K - $276K
|
45.6K
$4.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.89K+ 28.51% |
$270K - $275K
|
13K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.78KNew |
$259K - $264K
|
2.78K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.77K+ 9.84% |
$258K - $263K
|
30.9K
$2.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.67K+ 6.58% |
$249K - $254K
|
43.2K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.66KNew |
$249K - $253K
|
2.66K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.58K+ 9.5% |
$241K - $246K
|
29.8K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.22KNew |
$207K - $211K
|
2.22K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 56.8% |
$183K - $187K
|
5.42K
$516K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.84K+ 15.13% |
$171K - $175K
|
14K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.68K+ 23.27% |
$156K - $159K
|
8.87K
$844K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.53K+ 17.78% |
$143K - $145K
|
10.1K
$964K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.5K+ 217.59% |
$140K - $142K
|
2.19K
$208K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
934+ 3.58% |
$87.2K - $88.8K
|
27K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
789New |
$73.6K - $75K
|
789
$75.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
714+ 6.27% |
$66.6K - $67.9K
|
12.1K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
681+ 9.58% |
$63.6K - $64.7K
|
7.79K
$741K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
566+ 22.91% |
$52.8K - $53.8K
|
3.04K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 200.0% |
$46.7K - $47.5K
|
750
$71.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
489+ 6.7% |
$45.6K - $46.5K
|
7.79K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
483New |
$45.1K - $45.9K
|
483
$46K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
424+ 2.94% |
$39.6K - $40.3K
|
14.9K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
412+ 37.59% |
$38.5K - $39.2K
|
1.51K
$143K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
400+ 6.85% |
$37.3K - $38K
|
6.24K
$593K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
342New |
$31.9K - $32.5K
|
342
$32.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
316+ 9.97% |
$29.5K - $30K
|
3.49K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
299+ 0.84% |
$27.9K - $28.4K
|
35.7K
$3.4M
|