Natixis Loomis Sayles Short Duration Income ETF (LSST) Institutional Ownership

$23.88
+0.02 (+0.08%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for Natixis Loomis Sayles Short Duration Income ETF (NYSEARCA:LSST)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$2.74M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.20M
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LSST Institutional Buying and Selling by Quarter

Natixis Loomis Sayles Short Duration Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024 Capital Wealth Management LLC15,970$382K0.2%-24.1%2.129%
4/12/2024 Fermata Advisors LLC32,692$781K0.2%-70.9%4.359%
1/29/2024 Hartford Financial Management Inc.2,781$67K0.0%N/A0.265%
1/19/2024 Fermata Advisors LLC112,199$2.69M0.6%+38.9%10.686%
11/8/2023Platform Technology Partners18,215$428K0.2%-6.5%1.735%
11/8/2023 Atria Wealth Solutions Inc.16,402$386K0.0%+6.0%1.562%
11/7/2023 Fermata Advisors LLC80,752$1.90M0.5%N/A7.691%
7/12/2023Platform Technology Partners19,490$459K0.2%-24.4%1.299%
5/8/2023 Capital Wealth Management LLC21,029$499K0.3%-32.6%1.357%
4/13/2023 Fermata Advisors LLC35,181$836K0.5%-57.7%2.270%
4/4/2023Platform Technology Partners25,787$612K0.3%-9.4%1.664%
2/13/2023 Atria Wealth Solutions Inc.15,675$370K0.0%N/A1.011%
2/7/2023Commonwealth Equity Services LLC8,509$200K0.0%-7.1%0.549%
2/2/2023 Capital Wealth Management LLC31,222$737K0.5%-8.9%2.014%
1/18/2023 Bond & Devick Financial Network Inc.155,157$3.66M2.6%+2.7%10.010%
1/11/2023Platform Technology Partners28,456$671K0.3%-1.7%1.836%
11/15/2022 Fermata Advisors LLC84,089$1.97M0.6%-2.0%5.799%
10/28/2022 Capital Wealth Management LLC34,281$803K0.6%-3.1%2.364%
10/19/2022 Bond & Devick Financial Network Inc.151,054$3.54M2.9%+0.3%10.418%
8/9/2022 Fermata Advisors LLC85,793$2.05M0.7%+148.0%5.362%
8/9/2022 Capital Wealth Management LLC35,362$843K0.6%+71.3%2.210%
8/4/2022Platform Technology Partners28,945$690K0.4%-14.7%1.809%
7/18/2022 Bond & Devick Financial Network Inc.150,585$3.59M3.1%-40.9%8.858%
5/10/2022 Capital Wealth Management LLC20,640$500K0.3%N/A1.179%
5/4/2022Commonwealth Equity Services LLC15,850$384K0.0%+56.6%0.857%
5/3/2022Platform Technology Partners33,943$822K0.4%-21.6%1.835%
4/29/2022 Accel Wealth Management2,162$52K0.0%-98.2%0.117%
4/26/2022 Bond & Devick Financial Network Inc.254,858$6.18M4.9%+3.0%13.776%
4/22/2022 Fermata Advisors LLC34,588$838K0.3%+19.8%1.870%
2/3/2022 Cambridge Investment Research Advisors Inc.17,958$447K0.0%-56.5%0.898%
2/2/2022 Fermata Advisors LLC28,871$718K0.3%+91.5%1.444%
2/1/2022Platform Technology Partners43,291$1.08M0.5%-18.5%2.165%
1/24/2022 Bond & Devick Financial Network Inc.247,430$6.16M4.6%N/A12.372%
1/18/2022 Accel Wealth Management118,767$2.96M1.4%+18.6%5.938%
1/14/2022 Spire Wealth Management43,289$1.08M0.0%+8,098.7%2.164%
1/6/2022Carroll Financial Associates Inc.579,662$14.43M0.8%+6.9%30.509%
11/16/2021Cetera Advisor Networks LLC25,218$635K0.0%+46.9%1.528%
11/4/2021Platform Technology Partners53,118$1.34M0.6%-16.0%3.219%
11/4/2021 Accel Wealth Management100,150$2.52M1.6%+20.7%6.070%
11/2/2021 Cambridge Investment Research Advisors Inc.41,323$1.04M0.0%-31.1%2.504%
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10/29/2021 Fermata Advisors LLC15,080$380K0.2%N/A0.914%
10/12/2021 Koshinski Asset Management Inc.1,759$44K0.0%N/A0.110%
10/7/2021Carroll Financial Associates Inc.542,080$13.66M0.8%+31.0%33.880%
8/13/2021 LPL Financial LLC18,184$459K0.0%N/A1.299%
8/12/2021Prime Capital Investment Advisors LLC10,398$262K0.0%N/A0.743%
8/5/2021Platform Technology Partners63,212$1.60M0.7%N/A4.515%
8/3/2021 Accel Wealth Management83,007$2.10M1.4%N/A5.929%
5/18/2021Jane Street Group LLC16,456$415K0.0%-56.1%1.266%
5/7/2021 Cambridge Investment Research Advisors Inc.60,278$1.52M0.0%+7.0%4.637%
5/7/2021 Spire Wealth Management13,455$339K0.0%N/A1.035%
5/4/2021Commonwealth Equity Services LLC10,117$255K0.0%-5.9%0.778%
4/6/2021Carroll Financial Associates Inc.343,758$8.67M0.5%+39.1%29.892%
2/17/2021Jane Street Group LLC37,503$961K0.0%+226.0%3.750%
1/8/2021Carroll Financial Associates Inc.247,124$6.34M0.4%N/A26.013%
11/30/2020Platform Technology Partners76,245$1.97M1.2%+213.1%8.026%
11/17/2020Jane Street Group LLC11,505$298K0.0%N/A0.885%
10/29/2020 Cambridge Investment Research Advisors Inc.56,302$1.46M0.0%-8.9%4.331%
8/12/2020Commonwealth Equity Services LLC10,262$265K0.0%-15.9%0.789%
7/27/2020 Cambridge Investment Research Advisors Inc.61,799$1.60M0.0%-18.8%4.754%
5/15/2020Jane Street Group LLC12,338$305K0.0%-11.4%1.028%
5/8/2020 Cambridge Investment Research Advisors Inc.76,110$1.88M0.0%+11.9%6.343%
(Data available from 1/1/2016 forward)

LSST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LSST shares?

During the previous two years, the following institutional investors and hedge funds held shares of Natixis Loomis Sayles Short Duration Income ETF shares: Bond & Devick Financial Network Inc. ($3.66M), Fermata Advisors LLC ($781K), Platform Technology Partners ($428K), Atria Wealth Solutions Inc. ($386K), Capital Wealth Management LLC ($382K), and Commonwealth Equity Services LLC ($200K), and Hartford Financial Management Inc. ($67K).Learn more on LSST's institutional investors.

Which institutional investors have been buying Natixis Loomis Sayles Short Duration Income ETF stock?

The following institutional investors have purchased Natixis Loomis Sayles Short Duration Income ETF stock in the last 24 months: Fermata Advisors LLC ($163.40K), Atria Wealth Solutions Inc. ($16.60K), Capital Wealth Management LLC ($14.72K), Bond & Devick Financial Network Inc. ($4.57K), and Hartford Financial Management Inc. ($2.78K).

How much institutional buying is happening at Natixis Loomis Sayles Short Duration Income ETF?

Institutional investors have bought a total of 202,081 shares in the last 24 months. This purchase volume represents approximately $4.79M in transactions.

Which Natixis Loomis Sayles Short Duration Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Natixis Loomis Sayles Short Duration Income ETF stock in the last 24 months: Fermata Advisors LLC ($129.30K), Bond & Devick Financial Network Inc. ($104.27K), Capital Wealth Management LLC ($19.39K), Platform Technology Partners ($15.73K), and Commonwealth Equity Services LLC ($650.00).

How much institutional selling is happening at Natixis Loomis Sayles Short Duration Income ETF?

Institutional investors have sold a total of 269,343 shares in the last 24 months. This volume of shares sold represents approximately $6.42M in transactions.


This page (NYSEARCA:LSST) was last updated on 5/15/2024 by MarketBeat.com Staff

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