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PIMCO Low Duration Exchange-Traded Fund (LDUR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PIMCO Low Duration Exchange-Traded Fund (NYSEARCA:LDUR)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$158.93M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$305.27M
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LDUR Institutional Buying and Selling by Quarter

PIMCO Low Duration Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Essex Financial Services Inc.19,075$1.81M0.2%+22.5%0.201%
4/23/2024 Nations Financial Group Inc. IA ADV5,626$534K0.0%-29.7%0.059%
4/22/2024 American Institute for Advanced Investment Management LLP4,808$456K0.4%-7.0%0.051%
4/19/2024 Valley National Advisers Inc.73,392$6.96M1.1%+5.9%0.773%
4/18/2024 Capital Advisors Ltd. LLC4,054$385K0.1%-20.3%0.043%
4/18/2024 Aviance Capital Partners LLC2,823$268K0.0%-6.3%0.030%
4/18/2024 Mayfair Advisory Group LLC8,181$776K0.6%+31.2%0.086%
4/16/2024Kathmere Capital Management LLC3,860$366K0.0%-37.1%0.041%
4/16/2024 Capital Asset Advisory Services LLC2,981$281K0.0%-61.7%0.031%
4/16/2024 Procyon Advisors LLC34,284$3.25M0.3%-79.5%0.361%
4/16/2024 Advocacy Wealth Management Services LLC387,028$36.71M3.2%+8.8%4.074%
4/15/2024 Signet Financial Management LLC36,584$3.47M0.5%+18.3%0.385%
4/15/2024 Wealthcare Advisory Partners LLC6,319$599K0.0%-7.6%0.067%
4/15/2024 Future Financial Wealth Managment LLC630$60K0.0%N/A0.007%
4/12/2024 Dynamic Advisor Solutions LLC130,343$12.36M0.4%+7.2%1.372%
4/12/2024 Austin Private Wealth LLC65,335$6.17M0.7%-10.1%0.688%
4/11/2024 O Connor Financial Group LLC181,920$17.26M10.3%+5.4%1.915%
4/11/2024 RFG Advisory LLC16,846$1.60M0.1%-19.1%0.177%
3/15/2024 Skyline Advisors Inc.3,697$350K0.2%N/A0.034%
2/14/2024Syverson Strege & Co35,691$3.38M1.3%+0.8%0.330%
2/14/2024MGO One Seven LLC47,394$4.49M0.3%-28.8%0.439%
2/14/2024Asset Allocation Strategies LLC2,344$222K0.1%-5.8%0.022%
2/14/2024Valley Financial Group Inc.2,664$252K0.2%N/A0.025%
2/12/2024Clear Investment Research LLC2,356$223K0.3%-9.8%0.022%
2/12/2024Avestar Capital LLC10,130$964K0.1%+17.8%0.094%
2/12/2024TD Capital Management LLC363,753$34.47M3.9%+11.4%3.368%
2/12/2024Parallel Advisors LLC719$68K0.0%-23.0%0.007%
2/9/2024 Nations Financial Group Inc. IA ADV8,003$758K0.1%-16.4%0.074%
2/9/2024Assetmark Inc.3,037$288K0.0%+22.9%0.028%
2/9/2024CreativeOne Wealth LLC19,993$1.90M0.1%+35.3%0.185%
2/9/2024Corient Private Wealth LLC8,874$841K0.0%+23.3%0.082%
2/9/2024Wells Fargo & Company MN79,526$7.54M0.0%-7.2%0.736%
2/9/2024UBS Group AG182,149$17.26M0.0%-13.2%1.687%
2/8/2024CarsonAllaria Wealth Management Ltd.43,223$4.10M2.9%+6.6%0.400%
2/7/2024Avantax Advisory Services Inc.16,931$1.60M0.0%+126.9%0.157%
2/7/2024Principal Securities Inc.789$75K0.0%N/A0.007%
2/6/2024 Wealthcare Advisory Partners LLC6,838$648K0.0%+3.8%0.063%
2/6/2024Axxcess Wealth Management LLC7,792$738K0.0%+9.6%0.072%
2/6/2024 Essex Financial Services Inc.15,566$1.48M0.2%-15.1%0.144%
2/5/2024 Win Advisors Inc.14,630$1.39M0.6%N/A0.135%
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2/5/2024Fernwood Investment Management LLC7,000$663K0.2%-30.0%0.065%
2/5/2024Greatmark Investment Partners Inc.35,445$3.36M0.5%-12.7%0.328%
2/5/2024Precision Wealth Strategies LLC25,914$2.46M2.4%-27.7%0.240%
2/2/2024Anfield Capital Management LLC3,833$363K0.2%-25.7%0.035%
2/2/2024Compass Financial Group Inc.12,260$1.16M0.7%-29.7%0.114%
2/2/2024Atria Wealth Solutions Inc.2,778$263K0.0%N/A0.026%
2/2/2024 Capital Advisors Ltd. LLC5,087$482K0.1%-3.8%0.047%
2/1/2024Treasure Coast Financial Planning72,427$6.86M4.8%-21.4%0.671%
2/1/2024 CWM LLC1,092,893$103.56M0.6%-6.3%10.119%
1/30/2024Avior Wealth Management LLC696$66K0.0%-65.6%0.006%
1/30/2024 Signet Financial Management LLC30,917$2.93M0.4%+9.8%0.286%
1/26/2024Cerity Partners LLC165,753$15.77M0.0%+3.5%1.535%
1/26/2024 Williams & Novak LLC16,342$1.55M1.8%N/A0.151%
1/26/2024Sequoia Financial Advisors LLC18,762$1.78M0.0%-65.1%0.174%
1/25/2024 RFG Advisory LLC20,833$1.97M0.1%-4.3%0.193%
1/24/2024 Halbert Hargrove Global Advisors LLC23,544$2.23M0.2%+146.8%0.218%
1/24/2024Clear Creek Financial Management LLC32,686$3.10M0.5%-2.0%0.303%
1/23/2024Advisory Alpha LLC2,315$219K0.0%-4.7%0.021%
1/23/2024Howland Capital Management LLC104,955$9.98M0.5%-7.1%0.972%
1/23/2024 Advocacy Wealth Management Services LLC355,859$33.72M3.2%+29.5%3.295%
1/23/2024Householder Group Estate & Retirement Specialist LLC342$32K0.0%N/A0.003%
1/23/2024 American Institute for Advanced Investment Management LLP5,168$490K0.4%-24.7%0.048%
1/23/2024DAVENPORT & Co LLC12,810$1.21M0.0%+37.0%0.119%
1/19/2024 AdvisorNet Financial Inc544$52K0.0%-81.2%0.005%
1/19/2024 Mayfair Advisory Group LLC6,236$590K0.5%+6.9%0.058%
1/19/2024PFG Advisors14,852$1.41M0.1%+2.9%0.138%
1/18/2024 Austin Private Wealth LLC72,690$6.89M0.9%-9.9%0.673%
1/18/2024 Access Financial Services Inc.142,073$13.46M6.9%-9.4%1.315%
1/18/2024 Elwood & Goetz Wealth Advisory Group LLC463,901$43.96M9.3%-1.2%4.295%
1/18/2024 Procyon Advisors LLC167,383$15.86M1.3%+204.4%1.550%
1/18/2024 First National Corp MA ADV46,156$4.37M1.1%-1.4%0.427%
1/17/2024 O Connor Financial Group LLC172,520$16.35M10.1%+3.1%1.597%
1/17/2024Schechter Investment Advisors LLC2,419$229K0.0%+11.5%0.022%
1/17/2024 Family Investment Center Inc.26,349$2.50M1.3%-10.5%0.244%
1/12/2024SkyOak Wealth LLC44,843$4.25M1.1%-0.3%0.415%
1/12/2024 CGC Financial Services LLC13,019$1.23M0.6%+28.5%0.121%
1/12/2024 Cedar Brook Financial Partners LLC4,744$450K0.1%-11.7%0.044%
1/11/2024 Dynamic Advisor Solutions LLC121,554$11.50M0.4%+52.0%1.126%
1/10/2024Vickerman Investment Advisors Inc.140,329$13.30M4.5%N/A1.299%
1/9/2024 Capital Asset Advisory Services LLC7,792$738K0.0%+6.7%0.072%
1/9/2024 WBH Advisory Inc.11,834$1.12M0.1%-5.7%0.110%
1/9/2024IFP Advisors Inc27,022$2.56M0.1%+3.6%0.250%
1/8/2024 Diversified Trust Co2,964$281K0.0%N/A0.027%
11/20/2023Silver Oak Securities Incorporated350$33K0.0%N/A0.003%
11/17/2023Asset Allocation Strategies LLC2,489$233K0.1%N/A0.023%
11/16/2023Financial Gravity Asset Management Inc.153,586$14.40M0.2%+1,060.9%1.422%
11/16/2023Smart Portfolios LLC23,918$2.24M4.0%-0.7%0.221%
11/16/2023Harbour Investments Inc.3,656$343K0.0%-85.7%0.034%
11/15/2023Integrated Wealth Concepts LLC67,279$6.31M0.1%+1.0%0.623%
11/15/2023Axxcess Wealth Management LLC7,111$667K0.0%N/A0.066%
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11/14/2023 Valley National Advisers Inc.69,335$6.50M1.1%-0.8%0.642%
11/13/2023Stifel Financial Corp45,450$4.26M0.0%-9.0%0.421%
11/13/2023LPL Financial LLC163,906$15.37M0.0%+3.0%1.518%
11/13/2023PAX Financial Group LLC27,194$2.55M0.6%+71.1%0.252%
11/13/2023Envestnet Asset Management Inc.36,941$3.46M0.0%+6.7%0.342%
11/13/2023Kestra Advisory Services LLC14,287$1.34M0.0%+1.5%0.132%
11/9/2023Syverson Strege & Co35,392$3.32M1.5%+1.8%0.328%
11/9/2023Antonetti Capital Management LLC68,048$6.38M10.0%-0.2%0.630%
11/9/2023CarsonAllaria Wealth Management Ltd.40,555$3.80M3.1%-12.7%0.376%
11/9/2023Ritter Daniher Financial Advisory LLC DE11,679$1.10M0.5%-34.6%0.108%
(Data available from 1/1/2016 forward)

LDUR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDUR shares?

During the previous two years, 191 institutional investors and hedge funds held shares of PIMCO Low Duration Exchange-Traded Fund. The most heavily invested institutionals were CWM LLC ($103.56M), Bank of America Corp DE ($69.18M), Advisor Group Holdings Inc. ($44.83M), Elwood & Goetz Wealth Advisory Group LLC ($43.96M), Advocacy Wealth Management Services LLC ($36.71M), TD Capital Management LLC ($34.47M), and HighTower Advisors LLC ($24.89M).Learn more on LDUR's institutional investors.

Which institutional investors have been buying PIMCO Low Duration Exchange-Traded Fund stock?

Of the 152 institutional investors that purchased PIMCO Low Duration Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Halbert Hargrove Global Advisors LLC ($1.29M), CWM LLC ($900.77K), Sequoia Financial Advisors LLC ($535.42K), Advocacy Wealth Management Services LLC ($387.03K), Tobias Financial Advisors Inc. ($357.39K), TD Capital Management LLC ($292.14K), and Advisor Group Holdings Inc. ($209.53K).

How much institutional buying is happening at PIMCO Low Duration Exchange-Traded Fund?

Institutional investors have bought a total of 7,694,654 shares in the last 24 months. This purchase volume represents approximately $733.75M in transactions.

Which PIMCO Low Duration Exchange-Traded Fund major shareholders have been selling company stock?

Of the 124 institutional investors that sold PIMCO Low Duration Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Halbert Hargrove Global Advisors LLC ($1.27M), Sequoia Financial Advisors LLC ($869.58K), CWM LLC ($515.85K), Osaic Holdings Inc. ($405.92K), Envestnet Asset Management Inc. ($400.56K), Howland Capital Management LLC ($245.96K), and HighTower Advisors LLC ($202.80K).

How much institutional selling is happening at PIMCO Low Duration Exchange-Traded Fund?

Institutional investors have sold a total of 5,885,566 shares in the last 24 months. This volume of shares sold represents approximately $555.73M in transactions.


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This page (NYSEARCA:LDUR) was last updated on 4/25/2024 by MarketBeat.com Staff

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