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 164 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
977,892
shares
|
$93.3 Million
0.4% of portfolio
|
Q3 2024
Added 0.18%
|
|
Advocacy Wealth Management Services, LLC
|
Jul 10, 2024 Q2 2024 |
794,948
shares
|
$75.9 Million
6.76% of portfolio
|
Q2 2024
Added 105.4%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
436,547
shares
|
$41.7 Million
4.34% of portfolio
|
Q2 2024
Added 7.93%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
374,009
shares
|
$35.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.43%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
365,959
shares
|
$34.9 Million
0.0% of portfolio
|
Q2 2024
Added 13.92%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
217,668
shares
|
$20.8 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
212,436
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
200,768
shares
|
$19.2 Million
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
196,010
shares
|
$18.7 Million
9.88% of portfolio
|
Q3 2024
Added 5.89%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
173,528
shares
|
$16.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
148,905
shares
|
$14.2 Million
0.18% of portfolio
|
Q2 2024
Added 38.4%
|
|
Access Financial Services, Inc.
|
Jul 25, 2024 Q2 2024 |
125,472
shares
|
$12 Million
6.3% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
118,236
shares
|
$11.3 Million
0.16% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
105,574
shares
|
$10.1 Million
8.9% of portfolio
|
Q4 2022
New holding
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 09, 2024 Q2 2024 |
101,424
shares
|
$9.68 Million
3.17% of portfolio
|
Q2 2024
Reduced 28.53%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
95,454
shares
|
$9.11 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
84,792
shares
|
$8.09 Million
0.0% of portfolio
|
Q2 2024
Added 5.79%
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
84,037
shares
|
$8.02 Million
0.38% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
74,300
shares
|
$7.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
72,614
shares
|
$6.93 Million
1.02% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
68,048
shares
|
$6.49 Million
10.01% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
66,835
shares
|
$6.38 Million
3.73% of portfolio
|
Q4 2022
Added 92.09%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
64,351
shares
|
$6.14 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
57,630
shares
|
$5.5 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
57,397
shares
|
$5.48 Million
1.07% of portfolio
|
Q2 2024
Reduced 70.71%
|