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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,158
shares
|
$301,999
0.03% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
3,145
shares
|
$300,756
0.01% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
2,841
shares
|
$271,684
0.04% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,769
shares
|
$264,799
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,743
shares
|
$262,313
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
2,669
shares
|
$255,236
0.05% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,584
shares
|
$247,107
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,568
shares
|
$245,577
0.01% of portfolio
|
Q2 2020
Reduced 69.86%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
2,566
shares
|
$245,386
0.05% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
2,557
shares
|
$244,525
0.04% of portfolio
|
Q1 2025
Reduced 27.3%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
2,370
shares
|
$226,643
0.08% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,219
shares
|
$212,202
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,164
shares
|
$206,943
0.28% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,141
shares
|
$204,743
0.0% of portfolio
|
Q1 2025
Reduced 50.79%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,135
shares
|
$204,170
0.0% of portfolio
|
Q4 2024
Reduced 71.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,010
shares
|
$192,216
0.03% of portfolio
|
Q2 2024
Reduced 34.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,856
shares
|
$177,489
0.01% of portfolio
|
Q1 2025
Reduced 46.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,753
shares
|
$167,639
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,636
shares
|
$156,450
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1,574
shares
|
$150,521
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
965
shares
|
$92,282
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
965
shares
|
$92,282
0.02% of portfolio
|
Q1 2025
Reduced 38.38%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
927
shares
|
$88,649
0.0% of portfolio
|
Q1 2025
Added 25.27%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
853
shares
|
$81,572
0.0% of portfolio
|
Q1 2025
Reduced 34.18%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
811
shares
|
$77,555
0.01% of portfolio
|
Q2 2020
Added 105.84%
|