Institutional Ownership Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 6.81 Million shares, which have been reported (via 13F filing form) to have a value of $650 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
948,752
shares
|
$90.8 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
818,639
shares
|
$78.3 Million
6.36% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
418,266
shares
|
$40 Million
4.09% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
359,682
shares
|
$34.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
306,900
shares
|
$29.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
257,318
shares
|
$24.6 Million
0.01% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
223,948
shares
|
$21.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
210,048
shares
|
$20.1 Million
7.12% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
202,151
shares
|
$19.3 Million
10.03% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
198,312
shares
|
$19 Million
0.0% of portfolio
|
Q4 2024
Added 362.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
180,110
shares
|
$17.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
156,980
shares
|
$15 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
113,809
shares
|
$10.9 Million
0.13% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
112,582
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
108,495
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.86%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
107,902
shares
|
$10.3 Million
6.08% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
95,978
shares
|
$9.18 Million
0.39% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
88,028
shares
|
$8.42 Million
2.35% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
80,299
shares
|
$7.68 Million
1.82% of portfolio
|
Q4 2024
Added 39.34%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
77,951
shares
|
$7.46 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
70,110
shares
|
$6.71 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
68,048
shares
|
$6.51 Million
10.01% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
66,835
shares
|
$6.39 Million
3.73% of portfolio
|
Q4 2022
Added 92.09%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
61,475
shares
|
$5.88 Million
4.68% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
57,364
shares
|
$5.49 Million
0.51% of portfolio
|
Q4 2024
Reduced 9.99%
|