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 179 institutions that hold shares in the stock, with a total of 7.12 Million shares, which have been reported (via 13F filing form) to have a value of $681 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
966,930
shares
|
$92.5 Million
0.37% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
428,021
shares
|
$40.9 Million
4.23% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
409,688
shares
|
$39.2 Million
3.3% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
378,586
shares
|
$36.2 Million
0.01% of portfolio
|
Q1 2025
Added 47.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
348,615
shares
|
$33.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
330,889
shares
|
$31.6 Million
0.0% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
293,010
shares
|
$28 Million
0.01% of portfolio
|
Q1 2025
Added 160.26%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
248,400
shares
|
$23.8 Million
7.45% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
241,234
shares
|
$23.1 Million
0.0% of portfolio
|
Q1 2025
Added 21.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
212,722
shares
|
$20.3 Million
0.04% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
207,019
shares
|
$19.8 Million
10.33% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
194,527
shares
|
$18.6 Million
0.0% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
147,057
shares
|
$14.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
127,166
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.22%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
124,232
shares
|
$11.9 Million
7.26% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
110,886
shares
|
$10.6 Million
0.0% of portfolio
|
Q1 2025
Added 171.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
107,558
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
97,199
shares
|
$9.3 Million
0.31% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
88,696
shares
|
$8.48 Million
1.97% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
84,369
shares
|
$8.07 Million
0.0% of portfolio
|
Q1 2025
Added 832.15%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
77,040
shares
|
$7.37 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Astor Investment Management LLC
|
May 12, 2025 Q1 2025 |
73,899
shares
|
$7.07 Million
5.52% of portfolio
|
Q1 2025
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 |
May 05, 2025 Q1 2025 |
63,841
shares
|
$6.11 Million
4.44% of portfolio
|
Q1 2025
Added 3.85%
|