Who owns Pimco Exch Traded Fund?
- Ticker: LDUR
- CUSIP Number: 72201r718
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco Exch Traded Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pimco Exch Traded Fund stock
Who bought or sold Pimco Exch Traded Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 987k | $94M | -10% | Mar 2024 |
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| Bank of America Corporation | 539k | $51M | -9% | Dec 2023 |
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| Advocacy Wealth Management Services | 387k | $37M | 9% | Mar 2024 |
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| TD Capital Management | 364k | $35M | 11% | Dec 2023 |
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| Elwood & Goetz Wealth Advisory Group | 209k | $20M | -55% | Mar 2024 |
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| HighTower Advisors | 207k | $20M | -22% | Dec 2023 |
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| Royal Bank of Canada | 204k | $19M | 21% | Dec 2023 |
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| UBS Group | 182k | $17M | -13% | Dec 2023 |
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| O'Connor Financial Group | 182k | $17M | 5% | Mar 2024 |
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| HPM Partners | 166k | $16M | 4% | Dec 2023 |
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| Financial Gravity Wealth | 154k | $128k | 0% | Dec 2023 |
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| Vickerman Investment Advisors | 140k | $13M | 100% | Dec 2023 |
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| Access Financial Services | 136k | $13M | -4% | Mar 2024 |
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| Dynamic Advisors Solutions | 130k | $12M | 7% | Mar 2024 |
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| Pamela Horwath | 105k | $10M | -7% | Dec 2023 |
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| Advisor Group Holdings | 83k | $7.9M | -21% | Dec 2023 |
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| Wells Fargo & Company | 80k | $7.5M | -7% | Dec 2023 |
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| Valley National Advisers | 73k | $4.6M | 6% | Mar 2024 |
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| Treasure Coast Financial Planning | 72k | $6.9M | -21% | Dec 2023 |
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| Austin Private Wealth | 65k | $6.2M | -10% | Mar 2024 |
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| Captrust Financial Advisors | 59k | $5.5M | -9% | Dec 2023 |
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| We Are One Seven | 47k | $4.5M | -29% | Dec 2023 |
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| First National Corp | 46k | $4.4M | 0% | Mar 2024 |
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| SkyOak Wealt | 45k | $4.2M | 0% | Dec 2023 |
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| CarsonAllaria Wealth Management | 43k | $4.1M | 7% | Dec 2023 |
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| Stifel Financial | 41k | $3.9M | -9% | Dec 2023 |
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| Ameritas Advisory Services | 39k | $3.7M | -30% | Dec 2023 |
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| Jpmorgan Chase & Co | 37k | $3.5M | -1% | Dec 2023 |
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| Krasney Financial | 37k | $3.5M | 18% | Mar 2024 |
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| Syverson Strege & Co | 36k | $3.4M | 1% | Dec 2023 |
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| Greatmark Investment Partners | 35k | $3.4M | -13% | Dec 2023 |
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| Procyon Private Wealth Partners | 34k | $3.3M | -80% | Mar 2024 |
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| Clear Creek Financial Management | 33k | $3.1M | -2% | Dec 2023 |
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| PAX Financial Group | 30k | $2.8M | 10% | Dec 2023 |
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| Commonwealth Equity Services | 29k | $2.7M | -17% | Dec 2023 |
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| Sage Rhino Capital | 27k | $2.6M | 0% | Dec 2023 |
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| IFP Advisors | 27k | $2.6M | 4% | Dec 2023 |
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| Precision Wealth Strategies | 26k | $2.5M | -28% | Dec 2023 |
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| Planning Capital Management Corp | 25k | $2.4M | 100% | Dec 2023 |
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| Change Path | 20k | $1.9M | 35% | Dec 2023 |
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| Family Investment Center | 19k | $1.8M | -28% | Mar 2024 |
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| Sequoia Financial Advisors | 19k | $1.8M | -65% | Dec 2023 |
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| H D Vest Advisory Services | 17k | $1.6M | 127% | Dec 2023 |
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| RFG Advisory | 17k | $1.6M | -19% | Mar 2024 |
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| Williams & Novak | 16k | $1.5M | 0% | Mar 2024 |
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| Essex Financial Services | 16k | $1.5M | -15% | Dec 2023 |
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| PFG Advisors | 15k | $1.4M | 3% | Dec 2023 |
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| Win Advisors | 15k | $1.4M | 100% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 14k | $1.3M | 15% | Dec 2023 |
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| Kestra Advisory Services | 13k | $1.3M | -6% | Dec 2023 |
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| Davenport & Co | 13k | $1.2M | 37% | Dec 2023 |
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| Advisory Services Network | 13k | $1.2M | 0% | Dec 2023 |
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| Compass Financial | 12k | $1.2M | -30% | Dec 2023 |
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| Delta Financial Group | 12k | $1.1M | 0% | Dec 2023 |
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| Wagner Bowman Management | 10k | $980k | -13% | Mar 2024 |
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| Avestar Capital | 10k | $964k | 18% | Dec 2023 |
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| Prospera Financial Services | 9.8k | $932k | -1% | Dec 2023 |
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| Jane Street | 9.8k | $932k | -97% | Dec 2023 |
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| CI Private Wealth | 8.9k | $841k | 23% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 8.4k | $795k | -64% | Mar 2024 |
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| Mayfair Advisory Group | 8.2k | $776k | 31% | Mar 2024 |
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| Nations Financial Group | 8.0k | $758k | -16% | Dec 2023 |
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| Axxcess Wealth Management | 7.8k | $738k | 10% | Dec 2023 |
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| Mercer Global Advisors | 7.4k | $697k | 1% | Dec 2023 |
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| Citigroup | 7.1k | $668k | -14% | Dec 2023 |
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| CGC Financial Services | 7.0k | $667k | -46% | Mar 2024 |
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| Fernwood Investment Management | 7.0k | $663k | -30% | Dec 2023 |
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| Caldwell Sutter Capital | 7.0k | $664k | -6% | Mar 2024 |
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| Geller Family Office Services | 6.7k | $636k | 2% | Dec 2023 |
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| Wealthcare Advisory Partners | 6.3k | $599k | -8% | Mar 2024 |
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| National Bank Of Canada /fi/ | 5.7k | $539k | 0% | Dec 2023 |
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| Mayflower Financial Advisors | 5.3k | $505k | 0% | Dec 2023 |
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| Capstone Triton Financial Group | 4.9k | $468k | 0% | Mar 2024 |
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| American Institute for Advanced Investment Management | 4.8k | $456k | -7% | Mar 2024 |
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| Cedar Brook Financial Partners | 4.8k | $451k | 0% | Mar 2024 |
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| Citadel Advisors | 4.7k | $443k | -66% | Dec 2023 |
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| Cambridge Investment Research Advisors | 4.6k | $431k | -17% | Dec 2023 |
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| Raymond James & Associates | 4.1k | $389k | 100% | Mar 2024 |
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| Capital Advisors | 4.1k | $385k | -20% | Mar 2024 |
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| Heritage Trust | 4.0k | $375k | 0% | Dec 2023 |
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| Kathmere Capital Management | 3.9k | $366k | -37% | Mar 2024 |
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| Anfield Capital Management | 3.8k | $363k | -26% | Dec 2023 |
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| Means Investment | 3.8k | $363k | 1% | Mar 2024 |
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| Geneos Wealth Management | 3.8k | $361k | 0% | Dec 2023 |
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| Skyline Advisors | 3.7k | $353k | 1% | Mar 2024 |
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| Carr Financial Group Corp | 3.5k | $332k | -1% | Dec 2023 |
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| Harbour Investments | 3.5k | $331k | -5% | Dec 2023 |
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| Bedel Financial Consulting | 3.0k | $288k | -3% | Dec 2023 |
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| Assetmark | 3.0k | $288k | 23% | Dec 2023 |
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| Diversified Trust Company | 3.0k | $285k | 1% | Mar 2024 |
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| Capital Asset Advisory Services | 3.0k | $281k | -62% | Mar 2024 |
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| TD Waterhouse Canada | 3.0k | $280k | 0% | Dec 2023 |
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| Daymark Wealth Partners | 2.9k | $272k | 0% | Dec 2023 |
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| Aviance Capital Partners | 2.8k | $268k | -6% | Mar 2024 |
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| Janney Montgomery Scott | 2.8k | $267k | 6% | Dec 2023 |
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| Atria Wealth Solutions | 2.8k | $263k | 100% | Dec 2023 |
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| Hubbell Strickland Wealth Management | 2.4k | $231k | -2% | Mar 2024 |
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| Schechter Investment Advisors | 2.4k | $229k | 11% | Dec 2023 |
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| Ritter Daniher Financial Advisory LLC / DE | 2.4k | $227k | -79% | Dec 2023 |
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| Clear Investment Research | 2.4k | $223k | -10% | Dec 2023 |
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| Advisory Alpha | 2.3k | $219k | -5% | Dec 2023 |
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| Two Sigma Securities | 2.2k | $210k | 100% | Dec 2023 |
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| Chapin Davis | 2.2k | $209k | 0% | Mar 2024 |
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| Bank Of Montreal | 1.5k | $143k | 38% | Dec 2023 |
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| Community Bank | 1.0k | $95k | 0% | Dec 2023 |
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| Financial Management Professionals | 811.00 | $77k | 0% | Mar 2024 |
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| Principal Securities | 789.00 | $75k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 750.00 | $71k | 200% | Dec 2023 |
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| Parallel Advisors | 719.00 | $68k | -23% | Dec 2023 |
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| Private Trust Co Na | 702.00 | $67k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 696.00 | $66k | -66% | Dec 2023 |
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| Future Financial Wealth Managment | 630.00 | $60k | 100% | Mar 2024 |
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| DB Wealth Management Group | 351.00 | $33k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 342.00 | $32k | 100% | Dec 2023 |
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| Benjamin F. Edwards & Company | 253.00 | $24k | 0% | Dec 2023 |
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| Baystate Wealth Management | 159.00 | $15k | 100% | Dec 2023 |
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| Signature | 146.00 | $14k | 0% | Dec 2023 |
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| Pnc Financial Services | 105.00 | $9.9k | 0% | Dec 2023 |
|
| Penserra Capital Management | 78.00 | $7.0k | 100% | Dec 2023 |
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| AdvisorNet Financial | 73.00 | $7.0k | -87% | Mar 2024 |
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| Allianz Asset Management | 67.00 | $6.3k | 3% | Dec 2023 |
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| Sanctuary Wealth Management | 65.00 | $6.2k | 0% | Dec 2023 |
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| Proequities | 45.00 | $4.3M | 0% | Dec 2023 |
|
| Capital Analysts | 9.00 | $999.999900 | -98% | Dec 2023 |
|
| Focused Wealth Management | 3.00 | $284.000100 | 0% | Dec 2023 |
|
Who sold out of Pimco Exch Traded Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lionsbridge Wealth Management | Sep 2023 | 55k | $5.2M |
| StrongBox Wealth | Sep 2023 | 3.5k | $333k |
| Raymond James Financial Services Advisors | Dec 2023 | 3.5k | $330k |
| Planning Directions | Sep 2023 | 2.1k | $201k |
| Silver Oak Securities | Sep 2023 | 350.00 | $33k |
| Nbc Securities | Dec 2023 | 348.00 | $32k |
| Tradition Wealth Management | Sep 2023 | 73.00 | $7.0k |
| Global Retirement Partners | Sep 2023 | 40.00 | $3.7k |
| Farther Finance Advisors | Sep 2023 | 32.00 | $3.0k |
| Wagner Wealth Management | Dec 2023 | 1.00 | $85.000000 |