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

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$94.58
+0.09 (+0.10%)
(As of 05/31/2024 ET)
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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)
83
Total
Institutional Inflows
(last 12 months)
$144.80M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$286.48M
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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
5/24/2024 Cetera Advisors LLC11,833$1.12M0.0%+75.6%0.125%
5/24/2024 Cetera Investment Advisers19,407$1.84M0.0%+365.1%0.206%
5/17/2024 Comerica Bank4,866$462K0.0%-4.6%0.052%
5/16/2024 Econ Financial Services Corp6,444$611K0.4%N/A0.068%
5/14/2024 Axxcess Wealth Management LLC3,001$285K0.0%-61.5%0.032%
5/14/2024 CreativeOne Wealth LLC31,617$3.00M0.1%+58.1%0.335%
5/13/2024 PAX Financial Group LLC31,160$2.96M0.6%+4.6%0.333%
5/11/2024 Patten & Patten Inc. TN26,270$2.49M0.2%N/A0.281%
5/8/2024 Avantax Advisory Services Inc.18,167$1.72M0.0%+7.3%0.194%
5/7/2024 Significant Wealth Partners LLC3,613$343K0.2%N/A0.039%
5/7/2024 49 Wealth Management LLC195,948$18.49M4.0%+14.2%2.093%
5/7/2024 CarsonAllaria Wealth Management Ltd.38,290$3.63M2.3%-11.4%0.409%
5/7/2024 PFG Advisors16,596$1.57M0.1%+11.7%0.177%
5/4/2024 Howland Capital Management LLC93,953$8.91M0.4%-10.5%1.004%
5/4/2024 Geneos Wealth Management Inc.3,551$337K0.0%-6.7%0.038%
5/3/2024 Proficio Capital Partners LLC15,841$1.50M0.2%+143.6%0.169%
5/3/2024 Compass Financial Group Inc.12,099$1.15M0.6%-1.3%0.129%
5/2/2024 FinTrust Capital Advisors LLC3,067$291K0.1%-35.8%0.033%
5/1/2024 Sequoia Financial Advisors LLC14,455$1.37M0.0%-23.0%0.154%
4/30/2024 SkyOak Wealth LLC45,441$4.31M1.0%+1.3%0.485%
4/29/2024Commonwealth Equity Services LLC25,341$2.40M0.0%-11.7%0.271%
4/27/2024 Treasure Coast Financial Planning45,399$4.31M2.8%-37.3%0.485%
4/26/2024 Sage Rhino Capital LLC28,569$2.71M0.6%+4.6%0.305%
4/26/2024 Clear Creek Financial Management LLC32,159$3.05M0.4%-1.6%0.344%
4/26/2024 Carr Financial Group Corp2,710$257K0.1%-22.7%0.029%
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%
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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%
2/14/2024 Syverson Strege & Co35,691$3.38M1.3%+0.8%0.330%
2/14/2024 MGO One Seven LLC47,394$4.49M0.3%-28.8%0.439%
2/14/2024 Asset Allocation Strategies LLC2,344$222K0.1%-5.8%0.022%
2/14/2024 Valley Financial Group Inc.2,664$252K0.2%N/A0.025%
2/12/2024 Clear Investment Research LLC2,356$223K0.3%-9.8%0.022%
2/12/2024 Avestar Capital LLC10,130$964K0.1%+17.8%0.094%
2/12/2024 TD Capital Management LLC363,753$34.47M3.9%+11.4%3.368%
2/12/2024 Parallel Advisors LLC719$68K0.0%-23.0%0.007%
2/9/2024 Nations Financial Group Inc. IA ADV8,003$758K0.1%-16.4%0.074%
2/9/2024 Assetmark Inc.3,037$288K0.0%+22.9%0.028%
2/9/2024 CreativeOne Wealth LLC19,993$1.90M0.1%+35.3%0.185%
2/9/2024 Corient Private Wealth LLC8,874$841K0.0%+23.3%0.082%
2/9/2024 Wells Fargo & Company MN79,526$7.54M0.0%-7.2%0.736%
2/9/2024 UBS Group AG182,149$17.26M0.0%-13.2%1.687%
2/8/2024 CarsonAllaria Wealth Management Ltd.43,223$4.10M2.9%+6.6%0.400%
2/7/2024 Avantax Advisory Services Inc.16,931$1.60M0.0%+126.9%0.157%
2/7/2024 Principal Securities Inc.789$75K0.0%N/A0.007%
2/6/2024 Wealthcare Advisory Partners LLC6,838$648K0.0%+3.8%0.063%
2/6/2024 Axxcess 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%
2/5/2024 Fernwood Investment Management LLC7,000$663K0.2%-30.0%0.065%
2/5/2024 Greatmark Investment Partners Inc.35,445$3.36M0.5%-12.7%0.328%
2/5/2024 Precision Wealth Strategies LLC25,914$2.46M2.4%-27.7%0.240%
2/2/2024 Anfield Capital Management LLC3,833$363K0.2%-25.7%0.035%
2/2/2024 Compass Financial Group Inc.12,260$1.16M0.7%-29.7%0.114%
2/2/2024 Atria Wealth Solutions Inc.2,778$263K0.0%N/A0.026%
2/2/2024 Capital Advisors Ltd. LLC5,087$482K0.1%-3.8%0.047%
2/1/2024 Treasure 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%
1/30/2024 Avior Wealth Management LLC696$66K0.0%-65.6%0.006%
1/30/2024 Signet Financial Management LLC30,917$2.93M0.4%+9.8%0.286%
1/26/2024 Cerity Partners LLC165,753$15.77M0.0%+3.5%1.535%
1/26/2024 Williams & Novak LLC16,342$1.55M1.8%N/A0.151%
1/26/2024 Sequoia 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%
1/24/2024 Clear Creek Financial Management LLC32,686$3.10M0.5%-2.0%0.303%
1/23/2024 Advisory Alpha LLC2,315$219K0.0%-4.7%0.021%
1/23/2024 Howland 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%
1/23/2024 Householder 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%
1/23/2024 DAVENPORT & 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%
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1/19/2024 PFG 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%
1/17/2024 Schechter 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%
1/12/2024 SkyOak Wealth LLC44,843$4.25M1.1%-0.3%0.415%
(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, 190 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 ($1.06M), CWM LLC ($900.77K), Sequoia Financial Advisors LLC ($535.42K), Advocacy Wealth Management Services LLC ($387.03K), TD Capital Management LLC ($288.38K), Advisor Group Holdings Inc. ($209.53K), and Cerity Partners LLC ($182.67K).

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

Institutional investors have bought a total of 7,136,773 shares in the last 24 months. This purchase volume represents approximately $679.05M in transactions.

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

Of the 118 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 ($873.89K), CWM LLC ($515.85K), Osaic Holdings Inc. ($405.92K), Envestnet Asset Management Inc. ($334.42K), Howland Capital Management LLC ($239.07K), 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 5,625,207 shares in the last 24 months. This volume of shares sold represents approximately $530.18M in transactions.


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This page (NYSEARCA:LDUR) was last updated on 6/2/2024 by MarketBeat.com Staff

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