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 177 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $728 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
867,095
shares
|
$82.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
648,644
shares
|
$62 Million
0.01% of portfolio
|
Q2 2025
Added 121.37%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
439,985
shares
|
$42 Million
3.26% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
437,042
shares
|
$41.8 Million
4.03% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
402,662
shares
|
$38.5 Million
0.01% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
360,068
shares
|
$34.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
354,441
shares
|
$33.9 Million
0.0% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
249,893
shares
|
$23.9 Million
6.93% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
241,234
shares
|
$23 Million
0.0% of portfolio
|
Q1 2025
Added 21.64%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
215,648
shares
|
$20.6 Million
9.06% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
213,441
shares
|
$20.4 Million
0.01% of portfolio
|
Q2 2025
Added 92.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
209,141
shares
|
$20 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
195,891
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
185,159
shares
|
$17.7 Million
14.9% of portfolio
|
Q2 2025
Added 150.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
170,588
shares
|
$16.3 Million
0.2% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
131,354
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
98,192
shares
|
$9.38 Million
0.3% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
94,473
shares
|
$9.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
93,703
shares
|
$8.95 Million
1.86% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
77,974
shares
|
$7.45 Million
0.31% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
68,048
shares
|
$6.5 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 |
Aug 05, 2025 Q2 2025 |
65,433
shares
|
$6.25 Million
4.16% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
63,999
shares
|
$6.12 Million
0.08% of portfolio
|
Q2 2025
Added 149.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
57,353
shares
|
$5.48 Million
0.0% of portfolio
|
Q2 2025
Added 138.36%
|