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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
4,430
shares
|
$423,818
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,351
shares
|
$416,260
0.0% of portfolio
|
Q4 2024
Reduced 29.87%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
4,134
shares
|
$395,499
0.16% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,973
shares
|
$380,096
0.08% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
3,973
shares
|
$380,096
0.28% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,958
shares
|
$378,661
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,958
shares
|
$378,661
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
3,776
shares
|
$361,249
0.04% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,762
shares
|
$359,910
0.03% of portfolio
|
Q4 2024
Reduced 39.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,693
shares
|
$353,309
0.13% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
3,517
shares
|
$336,471
0.04% of portfolio
|
Q4 2024
Reduced 33.23%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
3,487
shares
|
$333,601
0.13% of portfolio
|
Q4 2024
Reduced 56.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,370
shares
|
$322,407
0.02% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
3,358
shares
|
$321,259
0.01% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,266
shares
|
$312,458
0.0% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,202
shares
|
$306,335
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,108
shares
|
$297,342
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
3,032
shares
|
$290,071
0.1% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,932
shares
|
$280,504
0.06% of portfolio
|
Q4 2024
Reduced 38.57%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
2,841
shares
|
$271,798
0.04% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
2,780
shares
|
$265,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
2,743
shares
|
$262,422
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,691
shares
|
$257,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,690
shares
|
$257,352
0.04% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
2,588
shares
|
$247,593
0.05% of portfolio
|
Q4 2024
Reduced 1.86%
|