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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
604
shares
|
$57,760
0.0% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
462
shares
|
$44,181
0.0% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
|
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
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
324
shares
|
$30,984
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
300
shares
|
$28,689
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
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%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
262
shares
|
$25,055
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
260
shares
|
$24,863
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
229
shares
|
$21,899
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
208
shares
|
$19,891
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
199
shares
|
$19,030
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
190
shares
|
$18,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
159
shares
|
$15,205
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
148
shares
|
$14,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
100
shares
|
$9,563
0.0% of portfolio
|
Q4 2022
Reduced 83.84%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
82
shares
|
$7,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
80
shares
|
$7,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
75
shares
|
$7,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
60
shares
|
$5,737
0.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
55
shares
|
$5,259
0.0% of portfolio
|
Q1 2025
Reduced 70.11%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
35
shares
|
$3,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
23
shares
|
$2,199
0.0% of portfolio
|
Q1 2025
Reduced 93.52%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9
shares
|
$860
0.0% of portfolio
|
Q2 2023
New holding
|