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 6.47 Million shares, which have been reported (via 13F filing form) to have a value of $616 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
977,892
shares
|
$93.1 Million
0.4% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
811,034
shares
|
$77.2 Million
6.66% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
450,768
shares
|
$42.9 Million
4.37% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
362,766
shares
|
$34.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
335,591
shares
|
$31.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,477
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
215,237
shares
|
$20.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
196,010
shares
|
$18.7 Million
9.88% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
178,471
shares
|
$17 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
161,388
shares
|
$15.4 Million
0.18% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
144,400
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
115,766
shares
|
$11 Million
6.02% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
109,765
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
105,869
shares
|
$10.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
101,521
shares
|
$9.66 Million
2.95% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
95,454
shares
|
$9.09 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
80,013
shares
|
$7.62 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
68,048
shares
|
$6.48 Million
10.01% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
66,835
shares
|
$6.36 Million
3.73% of portfolio
|
Q4 2022
Added 92.09%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
63,733
shares
|
$6.07 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
58,576
shares
|
$5.58 Million
4.73% of portfolio
|
Q3 2024
New holding
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
57,630
shares
|
$5.49 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
46,770
shares
|
$4.45 Million
2.77% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
44,499
shares
|
$4.24 Million
0.55% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
43,225
shares
|
$4.12 Million
0.75% of portfolio
|
Q3 2024
Reduced 40.47%
|