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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
6,125
shares
|
$585,243
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,963
shares
|
$569,764
0.05% of portfolio
|
Q3 2022
Reduced 28.21%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,788
shares
|
$553,043
0.03% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
5,518
shares
|
$527,244
0.43% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,423
shares
|
$518,167
0.01% of portfolio
|
Q2 2025
Added 34.8%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,395
shares
|
$515,492
0.27% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
5,057
shares
|
$483,196
0.06% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
4,888
shares
|
$467,048
0.04% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,805
shares
|
$459,117
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
4,423
shares
|
$422,617
0.29% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
4,128
shares
|
$394,430
0.29% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,958
shares
|
$378,186
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
3,875
shares
|
$370,256
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,774
shares
|
$360,605
0.16% of portfolio
|
Q2 2025
Added 139.77%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,693
shares
|
$352,866
0.12% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
3,575
shares
|
$341,591
0.02% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
3,555
shares
|
$339,680
0.06% of portfolio
|
Q2 2025
Added 60.21%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
3,394
shares
|
$324,296
0.01% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,367
shares
|
$321,716
0.0% of portfolio
|
Q1 2025
Reduced 41.87%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
3,289
shares
|
$314,263
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,270
shares
|
$312,448
0.03% of portfolio
|
Q2 2025
Reduced 60.86%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,270
shares
|
$312,448
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,266
shares
|
$312,066
0.0% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,266
shares
|
$312,066
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,216
shares
|
$307,288
0.0% of portfolio
|
Q2 2025
Added 277.02%
|