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

PIMCO Low Duration Exchange-Traded Fund logo
$95.83 +0.11 (+0.11%)
As of 03/25/2025 04:10 PM Eastern
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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)
$245.99M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$82.87M
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LDUR Institutional Buying and Selling by Quarter

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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
3/24/2025Mascagni Wealth Management Inc.444$42K0.0%N/A0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC181,497$17.24M0.0%N/A2.096%
2/27/2025 Skyline Advisors Inc.3,576$340K0.1%-13.5%0.041%
2/24/2025 Ameriflex Group Inc.6,080$581K0.3%N/A0.070%
2/18/2025 49 Wealth Management LLC34,250$3.25M0.5%-14.3%0.363%
2/17/2025 Waverly Advisors LLC13,449$1.28M0.0%N/A0.142%
2/17/2025 Geller Advisors LLC8,403$801K0.1%+9.0%0.089%
2/17/2025 Cetera Investment Advisers11,624$1.10M0.0%-17.6%0.123%
2/17/2025 Captrust Financial Advisors31,506$2.99M0.0%-4.0%0.334%
2/17/2025 Citadel Advisors LLC9,051$860K0.0%-59.0%0.096%
2/17/2025 Bank of America Corp DE359,682$34.17M0.0%-0.9%3.810%
2/17/2025 Accredited Wealth Management LLC4,430$422K0.4%N/A0.047%
2/17/2025 Advocacy Wealth Management Services LLC818,639$77.76M5.9%+0.9%8.672%
2/14/2025 Mercer Global Advisors Inc. ADV9,897$940K0.0%+21.6%0.105%
2/14/2025 Jane Street Group LLC5,981$568K0.0%-22.4%0.063%
2/14/2025 Valley Financial Group Inc.2,218$211K0.1%-13.4%0.023%
2/14/2025 Kovitz Investment Group Partners LLC2,288$217K0.0%N/A0.024%
2/14/2025 Keyvantage Wealth LLC27,616$2.62M1.9%N/A0.293%
2/14/2025 Integrated Wealth Concepts LLC113,809$10.81M0.1%+7.5%1.206%
2/14/2025 MGO One Seven LLC26,224$2.49M0.1%+10.5%0.278%
2/14/2025 Stifel Financial Corp20,402$1.94M0.0%-20.7%0.216%
2/14/2025 OneDigital Investment Advisors LLC156,980$14.91M0.2%-2.7%1.663%
2/14/2025 TD Waterhouse Canada Inc.345$33K0.0%-43.4%0.004%
2/14/2025 GeoWealth Management LLC6,435$611K0.0%+68.2%0.068%
2/13/2025 NewEdge Advisors LLC23,903$2.27M0.0%-2.6%0.253%
2/13/2025 CreativeOne Wealth LLC13,720$1.30M0.0%-11.0%0.145%
2/13/2025 Mariner LLC26,563$2.52M0.0%+1.2%0.281%
2/13/2025 Raymond James Financial Inc.23,076$2.19M0.0%N/A0.244%
2/13/2025 Advisory Services Network LLC5,417$515K0.0%-49.7%0.057%
2/13/2025 Bank of Montreal Can462$44K0.0%-52.0%0.005%
2/13/2025 Envestnet Asset Management Inc.40,861$3.88M0.0%-2.2%0.433%
2/13/2025 Wells Fargo & Company MN112,582$10.69M0.0%+2.6%1.193%
2/12/2025 PAX Financial Group LLC24,199$2.30M0.4%-4.4%0.256%
2/12/2025 Nottingham Advisors Inc.3,517$334K0.0%-33.2%0.037%
2/12/2025 OneAscent Financial Services LLC9,345$891K0.1%N/A0.099%
2/12/2025 Riggs Capital Management LLC8,433$801K0.8%N/A0.089%
2/12/2025 JPMorgan Chase & Co.198,312$18.84M0.0%+362.3%2.101%
2/12/2025 Ausdal Financial Partners Inc.4,992$474K0.0%+16.1%0.053%
2/11/2025 Syverson Strege & Co12,250$1.16M0.4%-1.9%0.130%
2/11/2025 LPL Financial LLC257,318$24.44M0.0%+19.6%2.726%
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2/11/2025 Vickerman Investment Advisors Inc.88,028$8.36M2.3%-13.3%0.933%
2/10/2025 Axxcess Wealth Management LLC3,358$319K0.0%+8.2%0.036%
2/10/2025 Patten & Patten Inc. TN23,227$2.21M0.1%-10.8%0.246%
2/10/2025 Corient Private Wealth LLC7,917$752K0.0%-4.7%0.084%
2/10/2025 Greatmark Investment Partners Inc.22,967$2.18M0.3%-2.9%0.243%
2/10/2025 Commonwealth Equity Services LLC24,590$2.34M0.0%-24.9%0.260%
2/10/2025 Avantax Advisory Services Inc.20,424$1.94M0.0%+2.9%0.216%
2/10/2025 Farther Finance Advisors LLC9,231$877K0.0%+9.3%0.098%
2/7/2025 Sequoia Financial Advisors LLC6,622$629K0.0%-15.8%0.070%
2/7/2025 PFG Advisors24,302$2.31M0.1%+3.3%0.257%
2/7/2025 HighTower Advisors LLC223,948$21.27M0.0%-0.2%2.372%
2/7/2025 Independent Advisor Alliance70,110$6.66M0.1%N/A0.743%
2/7/2025 Aviance Capital Partners LLC6,003$570K0.1%+2.7%0.064%
2/6/2025 Raymond James Financial Inc.23,076$2.19M0.0%N/A0.244%
2/6/2025 Proficio Capital Partners LLC8,565$814K0.0%-77.8%0.091%
2/6/2025 Assetmark Inc.740$70K0.0%-13.2%0.008%
2/6/2025 Kelly Financial Group LLC210,048$20.03M7.0%N/A2.225%
2/6/2025 Sage Rhino Capital LLC28,515$2.71M0.6%-1.4%0.302%
2/6/2025 Jones Financial Companies Lllp844$80K0.0%N/A0.009%
2/5/2025 Halbert Hargrove Global Advisors LLC6,101$580K0.0%-28.5%0.065%
2/5/2025 TD Capital Management LLC418,266$39.73M4.0%-7.2%4.431%
2/5/2025 Compass Financial Group Inc.13,474$1.28M0.6%+1.0%0.143%
2/5/2025 Proficio Capital Partners LLC813,589$814K0.0%+2,012.1%8.619%
2/4/2025 IFP Advisors Inc30,554$2.90M0.1%-0.7%0.324%
1/31/2025 Treasure Coast Financial Planning40,921$3.89M2.6%-12.5%0.433%
1/31/2025 Sanctuary Advisors LLC3,266$312K0.0%-15.8%0.035%
1/31/2025 WBH Advisory Inc.3,762$357K0.0%-39.8%0.040%
1/29/2025 Avestar Capital LLC17,787$1.70M0.1%-8.3%0.188%
1/29/2025 Beckerman Institutional LLC61,475$5.84M4.7%+4.9%0.651%
1/29/2025 AIFG Consultants Ltd.42,567$4.04M6.6%N/A0.451%
1/29/2025 Essex Financial Services Inc.33,589$3.19M0.2%+10.1%0.356%
1/29/2025 First National Corp MA ADV80,299$7.63M1.7%+39.3%0.851%
1/28/2025 Howland Capital Management LLC77,951$7.43M0.3%-2.6%0.826%
1/27/2025 Choreo LLC2,691$257K0.0%N/A0.029%
1/27/2025 CarsonAllaria Wealth Management Ltd.45,766$4.35M2.5%+6.8%0.485%
1/24/2025 Family Investment Center Inc.13,601$1.29M0.3%+20.6%0.144%
1/24/2025 CGC Financial Services LLC3,487$331K0.1%-56.7%0.037%
1/24/2025 Valley National Advisers Inc.42,828$4.07M0.7%-0.9%0.454%
1/24/2025 SkyOak Wealth LLC37,315$3.55M0.8%-13.1%0.395%
1/24/2025 DAVENPORT & Co LLC2,206$210K0.0%-88.9%0.023%
1/24/2025 Clear Creek Financial Management LLC30,375$2.89M0.3%-4.6%0.322%
1/23/2025 Austin Private Wealth LLC57,364$5.45M0.5%-10.0%0.608%
1/23/2025 American Institute for Advanced Investment Management LLP3,973$377K0.3%-11.7%0.042%
1/23/2025 Williams & Novak LLC2,268$215K0.2%-29.2%0.024%
1/22/2025 Mayflower Financial Advisors LLC2,690$256K0.0%-10.9%0.028%
1/22/2025 BankPlus Wealth Management LLC8,307$789K0.6%N/A0.088%
1/22/2025 Capital Asset Advisory Services LLC3,370$321K0.0%+7.2%0.036%
1/21/2025 Geneos Wealth Management Inc.1,687$160K0.0%-51.8%0.018%
1/21/2025 Dynamic Advisor Solutions LLC95,978$9.12M0.4%+0.5%1.017%
1/21/2025 RFG Advisory LLC25,720$2.44M0.1%+4.3%0.272%
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1/16/2025 Access Financial Services Inc.107,902$10.25M4.6%-6.8%1.143%
1/15/2025 Krilogy Financial LLC11,110$1.06M0.1%-1.9%0.118%
1/15/2025 Wealthcare Advisory Partners LLC7,641$726K0.0%+10.9%0.081%
1/14/2025 Mayfair Advisory Group LLC7,396$703K0.4%+9.6%0.078%
1/13/2025 Signet Financial Management LLC46,663$4.43M0.6%+4.9%0.494%
1/10/2025 Watts Gwilliam & Co. LLC2,932$278K0.1%-38.6%0.031%
1/6/2025 O Connor Financial Group LLC202,151$19.20M10.0%+3.1%2.141%
12/26/2024 JPMorgan Chase & Co.42,901$4.12M0.0%+17.1%0.454%
11/15/2024 MML Investors Services LLC5,290$508K0.0%-10.2%0.056%
11/15/2024 Jane Street Group LLC7,704$739K0.0%-85.0%0.082%
(Data available from 1/1/2016 forward)

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LDUR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDUR shares?

During the previous two years, 187 institutional investors and hedge funds held shares of PIMCO Low Duration Exchange-Traded Fund. The most heavily invested institutionals were CWM LLC ($93.84M), Advocacy Wealth Management Services LLC ($77.76M), TD Capital Management LLC ($39.73M), Bank of America Corp DE ($34.17M), LPL Financial LLC ($24.44M), Tobias Financial Advisors Inc. ($23.93M), and HighTower Advisors LLC ($21.27M).Learn more on LDUR's institutional investors.

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

Of the 140 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: Advocacy Wealth Management Services LLC ($818.64K), Proficio Capital Partners LLC ($808.31K), Kelly Financial Group LLC ($210.05K), O Connor Financial Group LLC ($198.97K), Wealth Enhancement Advisory Services LLC ($181.50K), JPMorgan Chase & Co. ($161.68K), and Financial Gravity Asset Management Inc. ($153.56K).

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

Institutional investors have bought a total of 4,592,429 shares in the last 24 months. This purchase volume represents approximately $434.94M in transactions.

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

Of the 122 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 ($1.15M), Osaic Holdings Inc. ($405.92K), CWM LLC ($361.27K), Envestnet Asset Management Inc. ($304.68K), Elwood & Goetz Wealth Advisory Group LLC ($212.05K), Sequoia Financial Advisors LLC ($175.87K), and Procyon Advisors LLC ($133.78K).

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

Institutional investors have sold a total of 4,052,573 shares in the last 24 months. This volume of shares sold represents approximately $381.66M in transactions.


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This page (NYSEARCA:LDUR) was last updated on 3/26/2025 by MarketBeat.com Staff
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