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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
11,428
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,417
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 77.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,558
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,657
shares
|
$923,498
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,460
shares
|
$904,659
0.04% of portfolio
|
Q1 2023
Reduced 18.43%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
9,093
shares
|
$869,563
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
9,073
shares
|
$867,650
0.13% of portfolio
|
Q1 2025
Added 51.14%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,685
shares
|
$830,546
0.02% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,578
shares
|
$820,314
0.01% of portfolio
|
Q1 2025
Added 47.77%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
8,527
shares
|
$815,437
0.6% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,433
shares
|
$806,447
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,403
shares
|
$803,578
0.05% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
8,354
shares
|
$798,893
0.05% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
8,258
shares
|
$789,712
0.95% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
8,226
shares
|
$786,652
0.38% of portfolio
|
Q1 2025
Reduced 70.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,986
shares
|
$763,701
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
7,822
shares
|
$748,017
0.36% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,750
shares
|
$741,132
0.02% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
7,451
shares
|
$712,539
0.43% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$669,410
0.23% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
6,607
shares
|
$631,827
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,568
shares
|
$628,097
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,372
shares
|
$609,354
0.01% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,277
shares
|
$600,269
0.01% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,223
shares
|
$595,105
0.03% of portfolio
|
Q1 2025
Added 2.0%
|