Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pimco Low Duration Active Exchangetraded Fund (LDUR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 152    1
Total shares held : 
 7,313,345  
% of shares held : 
 10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -278,141  
% of shares held change : 
   -0.4%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 167,706
 2.29%
 
Increased Positions :
51
 730,338
 9.99%
 
Unchanged Positions :
27
 246,465
 3.37%
 
Decreased Positions :
65
-1,100,126
-15.04%
 
Closed Positions :
10
-76,059
-1.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIRST NATIONAL CORP /MA/ /ADV 26 - 2024-03-31 46,156 $4,374,000 0
   Williams & Novak LLC 18 - 2024-03-31 16,342 $1,549,000 0
   Delta Financial Group Inc. 58 - 2024-03-31 11,900 $1,129,000 0
   AJ WEALTH STRATEGIES LLC 139 - 2023-06-30 9,460 $887,000 0
   Fernwood Investment Management LLC 102 - 2024-03-31 7,000 $664,000 0
   STEPHENS INC /AR/ 754 - 2024-03-31 6,125 $581,000 0
   NATIONAL BANK OF CANADA /FI/ 1069 - 2024-03-31 5,694 $534,000 0
   Capstone Triton Financial Group LLC 74 - 2024-03-31 4,938 $468,000 0
   Heritage Trust Co 214 - 2024-03-31 3,958 $375,000 0
   Anfield Capital Management LLC 58 - 2024-03-31 3,833 $364,000 0
   Bedel Financial Consulting Inc. 201 - 2024-03-31 3,041 $288,000 0
   TD Waterhouse Canada Inc. 707 - 2024-03-31 2,955 $279,000 0
   CHAPIN DAVIS INC. 210 - 2024-03-31 2,201 $209,000 0
   Community Bank N.A. 251 - 2024-03-31 1,000 $95,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 222 - 2024-03-31 811 $77,000 0
   Steward Partners Investment Advisory LLC 1930 - 2024-03-31 750 $71,000 0
   Parallel Advisors LLC 1342 - 2024-03-31 719 $68,000 0
   DB Wealth Management Group LLC 193 - 2023-12-31 351 $33,000 0
   PNC FINANCIAL SERVICES GROUP INC 3702 - 2024-03-31 105 $10,000 0
   ALLIANZ ASSET MANAGEMENT AG 1626 - 2024-03-31 67 $6,000 0
   PROEQUITIES INC. 1908 - 2024-03-31 45 $4,000 0
   TOWER RESEARCH CAPITAL LLC 5207 - 2024-03-31 25 $2,000 0
   Capital Analysts Inc. 1066 - 2024-03-31 9 $1,000 0
  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us