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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,426
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
20,424
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
20,402
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,989
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
18,614
shares
|
$1.78 Million
0.52% of portfolio
|
Q1 2023
Added 202.77%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
17,787
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
17,148
shares
|
$1.64 Million
1.09% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,720
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
13,601
shares
|
$1.3 Million
0.36% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,506
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
13,474
shares
|
$1.29 Million
0.66% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
13,449
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
12,250
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,730
shares
|
$1.12 Million
0.92% of portfolio
|
Q2 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,624
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,110
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,897
shares
|
$946,845
0.0% of portfolio
|
Q4 2024
Added 21.63%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,809
shares
|
$938,427
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
9,539
shares
|
$912,596
0.21% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,460
shares
|
$905,038
0.04% of portfolio
|
Q1 2023
Reduced 18.43%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,345
shares
|
$894,036
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,231
shares
|
$883,129
0.03% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
9,227
shares
|
$882,747
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
9,051
shares
|
$865,909
0.0% of portfolio
|
Q4 2024
Reduced 58.97%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
8,617
shares
|
$824,388
0.95% of portfolio
|
Q4 2024
Reduced 1.2%
|