LSGRX
Loomis Sayles Growth Fund
1W: -1.5%
1M: -1.8%
3M: +2.6%
YTD: -0.0%
1Y: -3.3%
3Y: +72.1%
5Y: +68.2%
$33.38
+0.34 (+1.03%)
Weekly Expected Move ±1.9%
$32
$32
$33
$34
$34
Institutional Ownership — LSGRX
4
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 6,568 | $219K | +3,284 | +100.0% | 4Q | SEC ↗ |
| 2 | OAKWORTH CAPITAL, INC. NEW | 762 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Financial Gravity Asset Management, In | 580 | $19K | — | +0.0% | 3Q | SEC ↗ |
| 4 | Financial Gravity Companies, Inc. NEW | 580 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 5 | VSM Wealth Advisory, LLC | 0 | $0K | -330 | -100.0% | 1Q | SEC ↗ |
| 6 | Garton & Associates Financial Advisors | 0 | $0K | -667 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| OAKWORTH CAPITAL, INC. | 762 | $25K |
| Financial Gravity Companies, Inc. | 580 | $19K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 667 | $22K |
| VSM Wealth Advisory, LLC | 330 | $11K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +3,284 | +100.0% | 6,568 |
Biggest Decreases (0)
None.