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 174 institutions that hold shares in the stock, with a total of 8.41 Million shares, which have been reported (via 13F filing form) to have a value of $807 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
856
shares
|
$82,141
0.02% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
811
shares
|
$77,823
0.01% of portfolio
|
Q2 2020
Added 105.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
646
shares
|
$61,990
0.0% of portfolio
|
Q3 2025
Reduced 28.06%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
603
shares
|
$57,863
0.05% of portfolio
|
Q2 2025
Added 163.32%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
504
shares
|
$48,363
0.0% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
473
shares
|
$45,389
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
351
shares
|
$33,681
0.02% of portfolio
|
Q3 2023
Reduced 52.11%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$28,787
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
274
shares
|
$26,293
0.0% of portfolio
|
Q1 2024
Added 8.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
268
shares
|
$25,717
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
245
shares
|
$23,510
0.01% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
190
shares
|
$18,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
159
shares
|
$15,257
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$9,596
0.0% of portfolio
|
Q3 2025
Reduced 90.45%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
100
shares
|
$9,596
0.0% of portfolio
|
Q4 2022
Reduced 83.84%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
85
shares
|
$8,156
0.0% of portfolio
|
Q3 2025
Added 269.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
80
shares
|
$7,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
75
shares
|
$7,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
54
shares
|
$5,181
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
54
shares
|
$5,181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
22
shares
|
$2,111
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9
shares
|
$863
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1
shares
|
$95
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|