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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,963
shares
|
$570,241
0.05% of portfolio
|
Q3 2022
Reduced 28.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,927
shares
|
$566,799
0.02% of portfolio
|
Q1 2025
Added 76.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,175
shares
|
$494,885
0.0% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
5,042
shares
|
$482,166
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
4,938
shares
|
$472,220
0.3% of portfolio
|
Q4 2023
Reduced 1.56%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,899
shares
|
$468,491
0.19% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
4,888
shares
|
$467,439
0.04% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
4,796
shares
|
$458,641
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
4,718
shares
|
$451,182
0.38% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,518
shares
|
$432,056
0.03% of portfolio
|
Q1 2025
Reduced 51.65%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
4,423
shares
|
$422,971
0.32% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
4,370
shares
|
$417,903
0.03% of portfolio
|
Q1 2025
Reduced 48.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,023
shares
|
$384,719
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,000
shares
|
$382,520
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,958
shares
|
$378,503
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,958
shares
|
$378,503
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
3,814
shares
|
$364,732
0.04% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,715
shares
|
$355,265
0.0% of portfolio
|
Q1 2025
Added 68.4%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,693
shares
|
$353,161
0.14% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
3,571
shares
|
$341,494
0.13% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
3,507
shares
|
$335,374
0.02% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
3,394
shares
|
$324,568
0.01% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,367
shares
|
$321,986
0.0% of portfolio
|
Q1 2025
Reduced 41.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,266
shares
|
$312,327
0.0% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,165
shares
|
$302,668
0.12% of portfolio
|
Q1 2025
Reduced 9.23%
|