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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,558
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,915
shares
|
$947,378
0.02% of portfolio
|
Q2 2025
Added 67.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,657
shares
|
$922,726
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,642
shares
|
$921,293
0.07% of portfolio
|
Q2 2025
Added 113.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,460
shares
|
$903,903
0.04% of portfolio
|
Q1 2023
Reduced 18.43%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
9,093
shares
|
$868,836
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
9,011
shares
|
$861,001
0.57% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,736
shares
|
$834,724
0.02% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
8,472
shares
|
$809,499
0.02% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,433
shares
|
$805,773
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,403
shares
|
$802,906
0.05% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
8,192
shares
|
$782,745
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
8,164
shares
|
$780,070
0.0% of portfolio
|
Q2 2025
Added 119.76%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
8,116
shares
|
$775,483
0.86% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,056
shares
|
$769,750
0.0% of portfolio
|
Q2 2025
Added 55.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,986
shares
|
$763,062
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
7,973
shares
|
$761,820
0.11% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
7,553
shares
|
$721,689
0.1% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7,364
shares
|
$703,630
0.32% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
7,088
shares
|
$677,258
0.3% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$668,850
0.23% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
6,543
shares
|
$625,183
0.05% of portfolio
|
Q2 2025
Reduced 72.96%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
6,380
shares
|
$609,609
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,372
shares
|
$608,844
0.01% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
6,202
shares
|
$592,601
0.31% of portfolio
|
Q2 2025
Reduced 16.76%
|