Institutional Ownership
Loomis Sayles Growth Y
CUSIP 543487110EQUITY FUNDSLSGRXQ1 2026
Institutional Holders
3
13F filers
Shares Held
4.2K
Aggregate institutional
Institutional Value
$184.0K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out1
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 3.3K | $96.4K | −446 | Reduced |
| 2 | Vsm Wealth Advisory, LLC | 330 | $70.6K | +330 | New |
| 3 | Financial Gravity Asset Management, Inc. | 580 | $17.0K | 0 | Held |