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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
23,041
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
21,651
shares
|
$2.07 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
20,838
shares
|
$1.99 Million
0.24% of portfolio
|
Q1 2025
Reduced 39.16%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
20,325
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
20,289
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Added 786.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,989
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
19,317
shares
|
$1.85 Million
0.25% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
18,614
shares
|
$1.78 Million
0.52% of portfolio
|
Q1 2023
Added 202.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,028
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,354
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
Added 26.49%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
17,242
shares
|
$1.65 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
17,148
shares
|
$1.64 Million
1.09% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
16,755
shares
|
$1.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
15,852
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,301
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 93.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
14,912
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.91%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
14,329
shares
|
$1.37 Million
0.38% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,105
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
14,003
shares
|
$1.34 Million
0.31% of portfolio
|
Q1 2025
Added 46.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,476
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
13,441
shares
|
$1.29 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
12,675
shares
|
$1.21 Million
0.42% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,919
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,875
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,730
shares
|
$1.12 Million
0.92% of portfolio
|
Q2 2022
New holding
|