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 162 institutions that hold shares in the stock, with a total of 6.51 Million shares, which have been reported (via 13F filing form) to have a value of $622 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,929
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.23%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
19,849
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
18,614
shares
|
$1.78 Million
0.52% of portfolio
|
Q1 2023
Added 202.77%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
17,787
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
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%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
15,408
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 33.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,101
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
13,601
shares
|
$1.3 Million
0.36% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,483
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
13,346
shares
|
$1.28 Million
0.64% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
12,488
shares
|
$1.19 Million
0.43% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
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
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
11,650
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,110
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,766
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,809
shares
|
$938,034
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,753
shares
|
$932,679
0.0% of portfolio
|
Q3 2024
Reduced 82.87%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
9,539
shares
|
$912,214
0.21% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,460
shares
|
$904,659
0.04% of portfolio
|
Q1 2023
Reduced 18.43%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,184
shares
|
$878,265
0.02% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,138
shares
|
$873,866
0.04% of portfolio
|
Q3 2024
Added 75.83%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
8,722
shares
|
$834,084
0.92% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,537
shares
|
$816,393
0.05% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,443
shares
|
$807,404
0.03% of portfolio
|
Q3 2024
Reduced 16.18%
|