Free Trial
→ Elon Social Security shock? (From Altimetry) (Ad) Free LDUR Stock Alerts

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

PIMCO Low Duration Exchange-Traded Fund logo
$95.67 +0.17 (+0.18%)
As of 02/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$228.48M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$82.82M
Get LDUR Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO Low Duration Exchange-Traded Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LDUR Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Elon’s “New Gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
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%
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%
Why Buffett and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
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%
11/15/2024 Stifel Financial Corp25,726$2.47M0.0%-11.8%0.273%
11/15/2024 Integrated Wealth Concepts LLC105,869$10.16M0.1%-10.5%1.121%
11/15/2024 HighTower Advisors LLC224,477$21.54M0.0%+3.1%2.378%
11/14/2024 Flow Traders U.S. LLC9,138$877K0.0%+75.8%0.097%
(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, 186 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 139 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), JPMorgan Chase & Co. ($161.68K), Financial Gravity Asset Management Inc. ($153.56K), and Vickerman Investment Advisors Inc. ($140.33K).

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

Institutional investors have bought a total of 4,414,916 shares in the last 24 months. This purchase volume represents approximately $418.07M in transactions.

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

Of the 121 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 4,060,962 shares in the last 24 months. This volume of shares sold represents approximately $382.45M in transactions.


Related Companies

This page (NYSEARCA:LDUR) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Nvidia’s Next Big Move Comes on Feb. 26
Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...
Weiss Ratings | Sponsored
The Real Hillbilly Elegy
The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky...
Porter & Company | Sponsored