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 174 institutions that hold shares in the stock, with a total of 8.41 Million shares, which have been reported (via 13F filing form) to have a value of $807 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
923,898
shares
|
$88.7 Million
0.27% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
891,551
shares
|
$85.6 Million
4.47% of portfolio
|
Q3 2025
Added 102.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
588,261
shares
|
$56.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
430,783
shares
|
$41.3 Million
0.01% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
427,796
shares
|
$41.1 Million
3.8% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
383,888
shares
|
$36.8 Million
0.0% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
325,876
shares
|
$31.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
268,361
shares
|
$25.8 Million
0.0% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
266,660
shares
|
$25.6 Million
6.8% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
255,336
shares
|
$24.5 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
219,812
shares
|
$21.1 Million
8.86% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
217,859
shares
|
$20.9 Million
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
196,143
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
188,718
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
185,159
shares
|
$17.8 Million
14.9% of portfolio
|
Q2 2025
Added 150.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
145,825
shares
|
$14 Million
0.16% of portfolio
|
Q3 2025
Reduced 14.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
137,875
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
103,464
shares
|
$9.93 Million
1.94% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
99,523
shares
|
$9.55 Million
0.29% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
88,546
shares
|
$8.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
79,315
shares
|
$7.61 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
72,383
shares
|
$6.95 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
68,048
shares
|
$6.53 Million
10.01% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
67,494
shares
|
$6.48 Million
4.13% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
67,245
shares
|
$6.45 Million
0.0% of portfolio
|
Q3 2025
Added 17.25%
|
|