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

PIMCO Low Duration Exchange-Traded Fund logo
$95.35 +0.03 (+0.03%)
As of 01/17/2025 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)
72
Total
Institutional Inflows
(last 12 months)
$117.56M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$88.51M
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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
1/16/2025Access 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%
12/26/2024JPMorgan Chase & Co.42,901$4.12M0.0%+17.1%0.454%
11/15/2024MML Investors Services LLC5,290$508K0.0%-10.2%0.056%
11/15/2024Jane Street Group LLC7,704$739K0.0%-85.0%0.082%
11/15/2024Stifel Financial Corp25,726$2.47M0.0%-11.8%0.273%
11/15/2024Integrated Wealth Concepts LLC105,869$10.16M0.1%-10.5%1.121%
11/15/2024HighTower Advisors LLC224,477$21.54M0.0%+3.1%2.378%
11/14/2024Flow Traders U.S. LLC9,138$877K0.0%+75.8%0.097%
11/14/2024Captrust Financial Advisors32,808$3.15M0.0%-2.0%0.348%
11/14/2024CreativeOne Wealth LLC15,408$1.48M0.1%-33.9%0.163%
11/13/2024Avestar Capital LLC19,392$1.86M0.2%-7.8%0.205%
11/12/202449 Wealth Management LLC39,957$3.83M0.6%-30.4%0.423%
11/8/2024Strategy Asset Managers LLC2,147$206K0.0%N/A0.023%
11/8/2024Avior Wealth Management LLC951$91K0.0%-21.1%0.010%
11/7/2024Aviance Capital Partners LLC5,843$561K0.1%+90.1%0.062%
11/6/2024OneDigital Investment Advisors LLC161,388$15.49M0.2%+8.4%1.710%
11/6/2024Curi RMB Capital LLC2,578$247K0.0%+14.3%0.027%
11/6/2024Planning Capital Management Corp17,148$1.65M1.1%-4.0%0.182%
11/5/2024Compass Financial Group Inc.13,346$1.28M0.6%+5.0%0.141%
11/5/2024Nations Financial Group Inc. IA ADV2,803$269K0.0%-25.8%0.030%
11/4/2024Mayflower Financial Advisors LLC3,019$290K0.0%-37.8%0.032%
11/1/2024Proficio Capital Partners LLC38,521$3.70M0.4%+163.5%0.408%
11/1/2024Assetmark Inc.853$82K0.0%-21.8%0.009%
11/1/2024Beckerman Institutional LLC58,576$5.62M4.7%N/A0.621%
11/1/2024Advocacy Wealth Management Services LLC811,034$77.83M6.1%+2.0%8.591%
10/31/2024Smart Portfolios LLC8,722$837K0.9%-1.2%0.092%
10/30/2024Austin Private Wealth LLC63,733$6.12M0.6%-1.0%0.675%
10/29/2024Key Financial Inc297$28K0.0%N/A0.003%
10/29/2024Farther Finance Advisors LLC8,443$810K0.0%-16.2%0.089%
10/28/2024Interchange Capital Partners LLC2,340$225K0.1%-14.9%0.025%
10/24/2024Valley National Advisers Inc.43,225$4.15M0.7%-40.5%0.458%
10/24/2024Capital Advisors Ltd. LLC5,012$481K0.1%+7.0%0.053%
10/23/2024 Mayfair Advisory Group LLC6,751$643K0.4%+6.6%0.072%
10/23/2024American Institute for Advanced Investment Management LLP4,498$432K0.3%-3.2%0.048%
10/22/2024Sequoia Financial Advisors LLC7,862$754K0.0%-38.3%0.083%
10/21/2024CarsonAllaria Wealth Management Ltd.42,856$4.11M2.4%+5.5%0.454%
10/16/2024Nottingham Advisors Inc.5,267$505K0.1%N/A0.056%
10/16/2024Halbert Hargrove Global Advisors LLC8,537$819K0.0%-2.6%0.090%
10/15/2024PFG Advisors23,535$2.26M0.1%+11.0%0.249%
10/11/2024 Procyon Advisors LLC9,810$941K0.1%-6.5%0.104%
10/9/2024 Watts Gwilliam & Co. LLC4,773$455K0.1%N/A0.051%
10/8/2024CWM LLC977,892$93.84M0.4%+0.2%10.359%
10/8/2024 O Connor Financial Group LLC196,010$18.81M9.9%+5.9%2.076%
10/8/2024First National Corp MA ADV57,630$5.53M1.2%-1.4%0.610%
10/8/2024 Future Financial Wealth Managment LLC300$29K0.0%N/A0.003%
10/8/2024Dynamic Advisor Solutions LLC95,454$9.16M0.3%-4.6%1.011%
10/8/2024Williams & Novak LLC3,205$308K0.3%-70.2%0.034%
10/3/2024Delta Financial Group Inc.11,650$1.12M0.4%-2.1%0.123%
9/5/2024Sanctuary Advisors LLC3,818$360K0.0%N/A0.040%
8/22/2024Cetera Investment Advisers15,078$1.43M0.0%-22.3%0.160%
8/16/2024NewEdge Advisors LLC11,043$1.05M0.0%+699.6%0.117%
8/16/2024Susquehanna International Group LLP56,921$5.39M0.0%+143.2%0.603%
8/16/2024 Kathmere Capital Management LLC6,135$581K0.1%+58.9%0.065%
8/12/2024Mercer Global Advisors Inc. ADV8,597$814K0.0%+7.8%0.091%
8/9/2024Renaissance Technologies LLC74,300$7.03M0.0%-7.0%0.787%
8/8/2024Envestnet Asset Management Inc.45,183$4.28M0.0%+2.2%0.479%
8/8/2024PFG Advisors21,205$2.01M0.1%+27.8%0.225%
8/7/2024MGO One Seven LLC25,998$2.46M0.1%-41.5%0.275%
8/6/2024Ausdal Financial Partners Inc.3,480$329K0.0%N/A0.037%
8/6/2024Financial Gravity Asset Management Inc.1,566$148K0.0%-28.3%0.017%
8/5/2024TD Capital Management LLC436,547$41.33M4.3%+7.9%4.624%
8/3/2024Mayflower Financial Advisors LLC4,853$459K0.0%-9.2%0.051%
8/2/2024Legacy Capital Wealth Partners LLC9,515$901K0.2%N/A0.101%
8/1/2024Interchange Capital Partners LLC2,750$260K0.1%N/A0.029%
7/31/2024Essex Financial Services Inc.26,501$2.51M0.1%+38.9%0.281%
7/31/2024Farther Finance Advisors LLC10,073$951K0.0%+196.1%0.107%
7/31/2024Anfield Capital Management LLC3,693$350K0.2%-3.7%0.039%
7/31/2024Commonwealth Equity Services LLC24,951$2.36M0.0%-1.5%0.264%
7/30/2024Elwood & Goetz Wealth Advisory Group LLC2,666$252K0.1%-98.7%0.028%
7/30/2024Sage Rhino Capital LLC28,877$2.73M0.7%+1.1%0.306%
7/30/2024Skyline Advisors Inc.4,135$391K0.2%+11.2%0.044%
7/29/2024Nations Financial Group Inc. IA ADV3,778$358K0.0%-32.8%0.040%
7/26/2024Signature Estate & Investment Advisors LLC4,767$451K0.0%N/A0.050%
7/25/2024Capital Advisors Ltd. LLC4,683$443K0.1%+15.5%0.050%
7/25/2024Access Financial Services Inc.125,472$11.88M5.4%-7.5%1.329%
7/25/2024Clear Creek Financial Management LLC31,824$3.01M0.4%-1.0%0.337%
7/23/2024Security Financial Services INC.2,222$210K0.0%N/A0.024%
7/22/2024CarsonAllaria Wealth Management Ltd.40,608$3.84M2.4%+6.1%0.430%
7/22/2024 Mayfair Advisory Group LLC6,331$601K0.4%-22.6%0.067%
7/20/2024Milestone Asset Management LLC3,988$378K0.1%N/A0.042%
7/20/2024Means Investment CO. Inc.3,700$350K0.0%-3.2%0.039%
7/19/2024Family Investment Center Inc.11,270$1.07M0.3%-40.5%0.119%
7/18/2024 Brookstone Capital Management15,082$1.43M0.0%N/A0.160%
7/18/2024Valley National Advisers Inc.72,614$6.87M1.0%-1.1%0.769%
7/17/2024CGC Financial Services LLC7,499$710K0.3%+6.7%0.079%
7/16/2024Sequoia Financial Advisors LLC12,741$1.21M0.0%-11.9%0.135%
7/15/2024Dynamic Advisor Solutions LLC100,055$9.47M0.3%-23.2%1.060%
7/15/2024RFG Advisory LLC18,658$1.77M0.1%+10.8%0.198%
7/13/2024Austin Private Wealth LLC64,351$6.09M0.7%-1.5%0.682%
7/12/2024Williams & Novak LLC10,738$1.02M0.9%-34.3%0.114%
7/12/2024Carr Financial Group Corp2,145$203K0.1%-20.8%0.023%
7/12/2024Opal Wealth Advisors LLC401$38K0.0%N/A0.004%
7/12/2024First National Corp MA ADV58,430$5.53M1.3%+26.6%0.619%
7/10/2024Advocacy Wealth Management Services LLC794,948$75.26M6.2%+105.4%8.421%
(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, 178 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 ($77.83M), Advisor Group Holdings Inc. ($44.83M), TD Capital Management LLC ($41.33M), Tobias Financial Advisors Inc. ($23.93M), HighTower Advisors LLC ($21.54M), and O Connor Financial Group LLC ($19.20M).Learn more on LDUR's institutional investors.

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

Of the 135 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 ($811.03K), O Connor Financial Group LLC ($198.97K), Procyon Advisors LLC ($160.81K), Financial Gravity Asset Management Inc. ($153.56K), Vickerman Investment Advisors Inc. ($140.33K), Elwood & Goetz Wealth Advisory Group LLC ($137.42K), and Imprint Wealth LLC ($128.57K).

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

Institutional investors have bought a total of 3,549,603 shares in the last 24 months. This purchase volume represents approximately $335.42M in transactions.

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

Of the 117 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 ($880.48K), CWM LLC ($526.22K), Osaic Holdings Inc. ($405.92K), Envestnet Asset Management Inc. ($315.64K), Elwood & Goetz Wealth Advisory Group LLC ($212.05K), 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 5,345,851 shares in the last 24 months. This volume of shares sold represents approximately $503.42M in transactions.


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This page (NYSEARCA:LDUR) was last updated on 1/18/2025 by MarketBeat.com Staff
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