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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
977,892
shares
|
$93.5 Million
0.4% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
811,034
shares
|
$77.6 Million
6.66% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
450,768
shares
|
$43.1 Million
4.37% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
362,766
shares
|
$34.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
335,591
shares
|
$32.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,477
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
215,237
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
202,151
shares
|
$19.3 Million
10.03% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
178,471
shares
|
$17.1 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
|
$13.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
109,765
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
107,902
shares
|
$10.3 Million
6.08% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
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
|
$9.71 Million
2.95% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
95,978
shares
|
$9.18 Million
0.39% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
80,299
shares
|
$7.68 Million
1.82% of portfolio
|
Q4 2024
Added 39.34%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
77,951
shares
|
$7.45 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
68,048
shares
|
$6.51 Million
10.01% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
66,835
shares
|
$6.39 Million
3.73% of portfolio
|
Q4 2022
Added 92.09%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
61,475
shares
|
$5.88 Million
4.68% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
57,364
shares
|
$5.49 Million
0.51% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
46,663
shares
|
$4.46 Million
0.58% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
45,766
shares
|
$4.38 Million
2.57% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
42,901
shares
|
$4.1 Million
0.0% of portfolio
|
Q3 2024
Added 17.12%
|