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 |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
898
shares
|
$85,803
0.0% of portfolio
|
Q2 2025
Reduced 45.11%
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
811
shares
|
$77,491
0.01% of portfolio
|
Q2 2020
Added 105.84%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
793
shares
|
$75,771
0.0% of portfolio
|
Q2 2025
Added 435.81%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
604
shares
|
$57,712
0.0% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
462
shares
|
$44,144
0.0% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
351
shares
|
$33,538
0.02% of portfolio
|
Q3 2023
Reduced 52.11%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
318
shares
|
$30,384
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$28,665
0.02% of portfolio
|
Q3 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
274
shares
|
$26,180
0.0% of portfolio
|
Q1 2024
Added 8.3%
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
245
shares
|
$23,409
0.01% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
229
shares
|
$21,880
0.02% of portfolio
|
Q1 2025
New holding
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
190
shares
|
$18,154
0.0% of portfolio
|
Q1 2025
New holding
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
170
shares
|
$16,243
0.0% of portfolio
|
Q2 2025
Reduced 42.76%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
159
shares
|
$15,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
100
shares
|
$9,555
0.0% of portfolio
|
Q4 2022
Reduced 83.84%
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
82
shares
|
$7,835
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
80
shares
|
$7,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
75
shares
|
$7,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
57
shares
|
$5,446
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
51
shares
|
$4,873
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
29
shares
|
$2,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
23
shares
|
$2,197
0.0% of portfolio
|
Q1 2025
Reduced 93.52%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9
shares
|
$859
0.0% of portfolio
|
Q2 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$859
0.0% of portfolio
|
Q2 2025
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$95
0.0% of portfolio
|
Q2 2024
New holding
|