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 |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
3,973
shares
|
$379,937
0.28% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
3,958
shares
|
$378,503
0.05% of portfolio
|
Q4 2021
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
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,826
shares
|
$365,880
0.01% of portfolio
|
Q3 2024
Reduced 72.7%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
3,776
shares
|
$361,098
0.04% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,762
shares
|
$359,760
0.03% of portfolio
|
Q4 2024
Reduced 39.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
3,693
shares
|
$353,161
0.14% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
3,487
shares
|
$333,461
0.13% of portfolio
|
Q4 2024
Reduced 56.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,370
shares
|
$322,273
0.02% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,266
shares
|
$312,327
0.0% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,202
shares
|
$306,207
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,108
shares
|
$297,218
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,104
shares
|
$296,835
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
3,086
shares
|
$295,114
0.06% of portfolio
|
Q3 2024
Added 38.88%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
3,032
shares
|
$289,950
0.09% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,932
shares
|
$280,387
0.06% of portfolio
|
Q4 2024
Reduced 38.57%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
2,841
shares
|
$271,684
0.04% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
2,743
shares
|
$262,313
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,691
shares
|
$257,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,690
shares
|
$257,244
0.04% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
2,637
shares
|
$252,176
0.05% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,578
shares
|
$246,534
0.01% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,568
shares
|
$245,577
0.01% of portfolio
|
Q2 2020
Reduced 69.86%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
2,562
shares
|
$245,004
0.17% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
2,340
shares
|
$223,774
0.08% of portfolio
|
Q3 2024
Reduced 14.91%
|