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 162 institutions that hold shares in the stock, with a total of 6.51 Million shares, which have been reported (via 13F filing form) to have a value of $622 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
42,828
shares
|
$4.1 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
42,567
shares
|
$4.07 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
41,774
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
40,921
shares
|
$3.91 Million
2.57% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
39,957
shares
|
$3.82 Million
0.62% of portfolio
|
Q3 2024
Reduced 30.38%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
38,521
shares
|
$3.68 Million
0.38% of portfolio
|
Q3 2024
Added 163.46%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
37,315
shares
|
$3.57 Million
0.76% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
33,589
shares
|
$3.21 Million
0.23% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
32,808
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,734
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Added 31.19%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
31,996
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 16.72%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
30,375
shares
|
$2.9 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
29,311
shares
|
$2.8 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
28,914
shares
|
$2.77 Million
0.63% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
28,042
shares
|
$2.68 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,244
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
26,035
shares
|
$2.49 Million
0.17% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
25,726
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
25,720
shares
|
$2.46 Million
0.07% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
25,304
shares
|
$2.42 Million
0.46% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
24,545
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2024
Added 122.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
23,731
shares
|
$2.27 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
23,653
shares
|
$2.26 Million
0.31% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
23,535
shares
|
$2.25 Million
0.15% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,062
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.55%
|