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 7.29 Million shares, which have been reported (via 13F filing form) to have a value of $697 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
21,635
shares
|
$2.07 Million
0.44% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
21,030
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 145.16%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,312
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
20,289
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Added 786.76%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
20,248
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,989
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
18,614
shares
|
$1.78 Million
0.52% of portfolio
|
Q1 2023
Added 202.77%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,567
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Added 62.63%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
18,077
shares
|
$1.73 Million
0.39% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,028
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
17,903
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 26.93%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
17,148
shares
|
$1.64 Million
1.09% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
17,090
shares
|
$1.63 Million
0.12% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,850
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Added 41.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
15,852
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,301
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 93.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
14,912
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.91%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
14,373
shares
|
$1.37 Million
0.35% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
13,727
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2025
Reduced 28.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,476
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
13,216
shares
|
$1.26 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
13,063
shares
|
$1.25 Million
0.31% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,670
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,730
shares
|
$1.12 Million
0.92% of portfolio
|
Q2 2022
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,431
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|