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 170 institutions that hold shares in the stock, with a total of 6.81 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
2,588
shares
|
$247,490
0.05% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,573
shares
|
$246,055
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,568
shares
|
$245,577
0.01% of portfolio
|
Q2 2020
Reduced 69.86%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,331
shares
|
$222,913
0.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,288
shares
|
$218,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
2,268
shares
|
$216,888
0.21% of portfolio
|
Q4 2024
Reduced 29.24%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
2,218
shares
|
$212,107
0.15% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,206
shares
|
$210,959
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
2,201
shares
|
$210,481
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,165
shares
|
$207,038
0.27% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,135
shares
|
$204,170
0.0% of portfolio
|
Q4 2024
Reduced 71.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,010
shares
|
$192,216
0.03% of portfolio
|
Q2 2024
Reduced 34.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,687
shares
|
$161,327
0.01% of portfolio
|
Q4 2024
Reduced 51.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,635
shares
|
$156,355
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,566
shares
|
$149,756
0.04% of portfolio
|
Q2 2024
Reduced 28.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,421
shares
|
$135,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$95,630
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
965
shares
|
$92,282
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
951
shares
|
$90,944
0.0% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
844
shares
|
$80,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
811
shares
|
$77,555
0.01% of portfolio
|
Q2 2020
Added 105.84%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
740
shares
|
$70,766
0.0% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
719
shares
|
$68,757
0.0% of portfolio
|
Q3 2023
Reduced 56.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
462
shares
|
$44,181
0.0% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
355
shares
|
$33,948
0.0% of portfolio
|
Q4 2024
New holding
|