LLDYX
Lord Abbett Short Duration Income I
1W: +0.0%
1M: -1.1%
3M: -1.6%
YTD: -2.8%
1Y: -2.1%
3Y: +12.8%
5Y: +9.9%
$3.78
+0.00 (+0.00%)
Weekly Expected Move ±0.5%
$4
$4
$4
$4
$4
Institutional Ownership — LLDYX
5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
2
New Positions
1
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New Hampshire Trust | 1,037,457 | $4M | +23,717 | +2.3% | 14Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 761,056 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Ethos Financial Group, LLC | 91,429 | $346K | -1,945 | -2.1% | 11Q | SEC ↗ |
| 4 | Financial Gravity Companies, Inc. NEW | 2 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Financial Gravity Asset Management, In NEW | 2 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Garton & Associates Financial Advisors | 0 | $0K | -11,377 | -100.0% | 1Q | SEC ↗ |
| 7 | Luminist Capital LLC | 0 | $0K | -1,726 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 761,056 | $3M |
| Financial Gravity Companies, Inc. | 2 | $0K |
| Financial Gravity Asset Management, | 2 | $0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 11,377 | $43K |
| Luminist Capital LLC | 1,726 | $7K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| New Hampshire Trust | +23,717 | +2.3% | 1,037,457 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | -1,945 | -2.1% | 91,429 |