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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
49,652
shares
|
$4.75 Million
0.0% of portfolio
|
Q1 2025
Added 730.16%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
48,823
shares
|
$4.67 Million
2.81% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
46,527
shares
|
$4.45 Million
0.81% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
43,755
shares
|
$4.18 Million
0.32% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
43,059
shares
|
$4.12 Million
0.58% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
42,510
shares
|
$4.07 Million
0.9% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
41,059
shares
|
$3.93 Million
0.01% of portfolio
|
Q1 2025
Added 54.57%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
40,929
shares
|
$3.91 Million
6.47% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
40,688
shares
|
$3.89 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
39,427
shares
|
$3.77 Million
0.01% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
31,187
shares
|
$2.98 Million
0.1% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
31,040
shares
|
$2.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
28,731
shares
|
$2.75 Million
0.66% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
28,447
shares
|
$2.72 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
28,190
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
27,467
shares
|
$2.63 Million
0.08% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
26,701
shares
|
$2.55 Million
1.64% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
25,670
shares
|
$2.45 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
25,625
shares
|
$2.45 Million
0.14% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
24,500
shares
|
$2.34 Million
0.45% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
24,478
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 78.49%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
24,198
shares
|
$2.31 Million
0.21% of portfolio
|
Q1 2025
Reduced 57.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
24,109
shares
|
$2.31 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
24,061
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,847
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|