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 |
|---|---|---|---|---|---|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,331
shares
|
$222,913
0.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
2,268
shares
|
$216,888
0.21% of portfolio
|
Q4 2024
Reduced 29.24%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,206
shares
|
$210,959
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
2,201
shares
|
$210,481
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,183
shares
|
$208,760
0.27% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
2,147
shares
|
$205,317
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
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.
|
Jan 21, 2025 Q4 2024 |
1,687
shares
|
$161,327
0.01% of portfolio
|
Q4 2024
Reduced 51.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,634
shares
|
$156,259
0.0% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,566
shares
|
$149,756
0.04% of portfolio
|
Q2 2024
Reduced 28.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,421
shares
|
$135,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,164
shares
|
$111,313
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$95,630
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
965
shares
|
$92,282
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
962
shares
|
$91,996
0.0% of portfolio
|
Q3 2024
Added 75.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
951
shares
|
$90,944
0.0% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
853
shares
|
$81,572
0.0% of portfolio
|
Q3 2024
Reduced 21.81%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
811
shares
|
$77,555
0.01% of portfolio
|
Q2 2020
Added 105.84%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
719
shares
|
$68,757
0.0% of portfolio
|
Q3 2023
Reduced 56.17%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
610
shares
|
$58,334
0.0% of portfolio
|
Q3 2024
Reduced 46.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
351
shares
|
$33,566
0.02% of portfolio
|
Q3 2023
Reduced 52.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
328
shares
|
$31,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$28,689
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
297
shares
|
$28,402
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
274
shares
|
$26,202
0.0% of portfolio
|
Q1 2024
Added 8.3%
|