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 |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
3,201
shares
|
$305,855
0.11% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
2,885
shares
|
$275,661
0.09% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
2,841
shares
|
$271,457
0.04% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,814
shares
|
$268,877
0.0% of portfolio
|
Q2 2025
Added 31.43%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,769
shares
|
$264,577
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,743
shares
|
$262,093
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
2,669
shares
|
$255,022
0.05% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
2,636
shares
|
$251,869
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
2,594
shares
|
$247,856
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,591
shares
|
$247,570
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,584
shares
|
$246,901
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,568
shares
|
$245,372
0.01% of portfolio
|
Q2 2020
Reduced 69.86%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,529
shares
|
$241,645
0.02% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
2,484
shares
|
$237,346
0.04% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
2,270
shares
|
$216,898
0.07% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,122
shares
|
$202,757
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,104
shares
|
$201,037
0.26% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,010
shares
|
$192,055
0.03% of portfolio
|
Q2 2024
Reduced 34.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,856
shares
|
$177,340
0.01% of portfolio
|
Q1 2025
Reduced 46.42%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,529
shares
|
$146,095
0.0% of portfolio
|
Q2 2025
Added 366.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,079
shares
|
$103,098
0.01% of portfolio
|
Q2 2025
Reduced 38.45%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,047
shares
|
$100,040
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,027
shares
|
$98,129
0.0% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
965
shares
|
$92,205
0.02% of portfolio
|
Q1 2025
Reduced 38.38%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
933
shares
|
$89,148
0.02% of portfolio
|
Q2 2025
Reduced 3.32%
|