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 |
|---|---|---|---|---|---|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
8,307
shares
|
$794,398
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,307
shares
|
$794,398
0.0% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
8,137
shares
|
$778,141
0.0% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,976
shares
|
$762,744
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,862
shares
|
$751,843
0.01% of portfolio
|
Q3 2024
Reduced 38.29%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
7,740
shares
|
$740,176
0.34% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
7,708
shares
|
$737,116
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,704
shares
|
$736,733
0.0% of portfolio
|
Q3 2024
Reduced 85.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,641
shares
|
$730,708
0.02% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
7,613
shares
|
$728,031
0.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
7,396
shares
|
$707,279
0.43% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
7,000
shares
|
$669,410
0.22% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,204
shares
|
$593,288
0.0% of portfolio
|
Q2 2024
Added 223.13%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
6,125
shares
|
$585,733
0.01% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,963
shares
|
$570,241
0.05% of portfolio
|
Q3 2022
Reduced 28.21%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
5,843
shares
|
$558,766
0.08% of portfolio
|
Q3 2024
Added 90.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,798
shares
|
$554,462
0.0% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,290
shares
|
$505,882
0.0% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
5,267
shares
|
$503,683
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
5,012
shares
|
$479,297
0.06% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
4,938
shares
|
$472,220
0.31% of portfolio
|
Q4 2023
Reduced 1.56%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,777
shares
|
$456,824
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,301
shares
|
$411,304
0.05% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
4,134
shares
|
$395,334
0.16% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,973
shares
|
$379,937
0.08% of portfolio
|
Q4 2024
Reduced 1.49%
|