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 176 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $765 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
10,777
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,558
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,915
shares
|
$952,534
0.02% of portfolio
|
Q2 2025
Added 67.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,894
shares
|
$950,516
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,460
shares
|
$908,822
0.04% of portfolio
|
Q1 2023
Reduced 18.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
9,425
shares
|
$905,459
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
9,120
shares
|
$876,158
0.02% of portfolio
|
Q2 2025
Added 43.13%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
9,011
shares
|
$865,686
0.57% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,736
shares
|
$839,267
0.02% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
8,472
shares
|
$813,905
0.02% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,433
shares
|
$810,158
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,403
shares
|
$807,276
0.05% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
8,220
shares
|
$789,695
0.4% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
8,192
shares
|
$787,005
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
8,116
shares
|
$779,704
0.86% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,056
shares
|
$773,939
0.0% of portfolio
|
Q2 2025
Added 55.67%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
7,973
shares
|
$765,966
0.11% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
7,403
shares
|
$711,206
0.08% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7,364
shares
|
$707,459
0.32% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,184
shares
|
$690,166
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
7,088
shares
|
$680,944
0.3% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$672,490
0.23% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
6,229
shares
|
$598,420
0.29% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
6,125
shares
|
$588,428
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,066
shares
|
$582,760
0.0% of portfolio
|
Q2 2025
Reduced 24.04%
|