Lument Finance Trust Ownership | Who Owns Lument Finance Trust?
Lument Finance Trust Ownership Summary
Lument Finance Trust is owned by 18.32% institutional investors, 13.86% insiders, and 67.82% retail investors. Axa is the largest institutional shareholder, holding 6.39% of LFT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.89% of its assets in Lument Finance Trust shares.
LFT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lument Finance Trust | 18.32% | 13.86% | 67.82% |
| Sector | Real Estate Stocks | 64.01% | 7.35% | 28.63% |
| Industry | Mortgage REIT Stocks | 45.17% | 4.40% | 50.43% |
| Idea | REIT Stocks | 69.55% | 4.60% | 25.85% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Axa | 3.34M | 6.39% | $8.02M |
| Vanguard group | 1.62M | 3.10% | $3.89M |
| Punch & associates investment management | 1.45M | 2.77% | $3.47M |
| Melia wealth | 532.16K | 1.02% | $1.28M |
| Deltec asset management | 506.71K | 0.97% | $1.22M |
| Geode capital management | 427.24K | 0.82% | $1.03M |
| Pl capital advisors | 362.94K | 0.69% | $871.06K |
| Renaissance | 208.92K | 0.40% | $501.41K |
| Blackrock | 185.49K | 0.35% | $445.18K |
| State street | 107.16K | 0.21% | $265.74K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Melia wealth | 532.16K | 0.70% | $1.28M |
| Pl capital advisors | 362.94K | 0.36% | $871.06K |
| Deltec asset management | 506.71K | 0.23% | $1.22M |
| Punch & associates investment management | 1.45M | 0.20% | $3.47M |
| Corsair capital management | 89.63K | 0.03% | $215.11K |
| Axa | 3.34M | 0.02% | $8.02M |
| Hillsdale investment management | 75.00K | 0.01% | $180.00K |
| Clear harbor asset management | 58.05K | 0.01% | $139.31K |
| Lion street advisors | 10.71K | 0.01% | $25.69K |
| Arlington trust | 11.00K | 0.01% | $26.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Melia wealth | 532.16K | 0.70% | 335.59K |
| Punch & associates investment management | 1.45M | 0.20% | 86.50K |
| Vanguard group | 1.62M | 0.00% | 61.23K |
| Millennium management | 93.72K | 0.00% | 42.07K |
| Vident advisory | 24.23K | 0.00% | 24.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pl capital advisors | 362.94K | 0.36% | -1.07M |
| Advisor group | 26.00K | 0.00% | -347.06K |
| Jane street group | 19.52K | - | -37.51K |
| Xtx topco | - | - | -12.47K |
| Renaissance | 208.92K | 0.00% | -9.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vident advisory | 24.23K | 0.00% | 24.23K | $58.15K |
| Acadian asset management | 23.46K | 0.00% | 23.46K | $55.00K |
| Exoduspoint capital management, lp | 23.38K | 0.00% | 23.38K | $56.00K |
| Sei investments | 22.66K | 0.00% | 22.66K | $54.39K |
| Mercer global advisors inc /adv | 11.24K | 0.00% | 11.24K | $26.98K |
Sold Out
| Holder | Change |
|---|---|
| Concourse financial group securities | -194.00 |
| Old point trust & financial services n a | -500.00 |
| Qube research | -8.65K |
| Xtx topco | -12.47K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 44 | 10.00% | 9,570,870 | -7.96% | 18 | 4.62% | 22 | -4.35% | 11 | 57.14% |
| Mar 31, 2024 | 40 | 8.11% | 10,398,527 | 2.32% | 19 | 5.26% | 23 | 43.75% | 7 | -12.50% |
| Dec 31, 2023 | 37 | 8.82% | 10,162,944 | 0.30% | 19 | 5.17% | 16 | -5.88% | 8 | 100.00% |
| Sep 30, 2023 | 34 | 9.68% | 10,132,446 | 1.72% | 19 | 5.33% | 17 | 70.00% | 4 | -42.86% |
| Jun 30, 2023 | 31 | 6.90% | 9,960,919 | 0.88% | 19 | 5.34% | 10 | -16.67% | 7 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 988.07K | 1.89% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 561.84K | 1.07% | - |
| Fidelity Extended Market Index | 255.55K | 0.49% | 1.83K |
| Auer Growth | 120.00K | 0.23% | - |
| Fidelity Total Market Index | 79.14K | 0.15% | -194.00 |
| iShares Micro-Cap ETF | 72.04K | 0.14% | - |
| BlackRock Extended Equity Market K | 61.37K | 0.12% | -26.00 |
| Fidelity Series Total Market Index | 59.08K | 0.11% | 2.25K |
| Northern Trust Extended Eq Market Idx | 41.06K | 0.08% | - |
| NT Ext Equity Mkt Idx Fd - L | 41.06K | 0.08% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 02, 2024 | Henson James J | PRESIDENT | Buy | $23.69K |
| Jan 02, 2024 | Henson James J | PRESIDENT | Buy | $11.88K |
| Nov 21, 2023 | HOULIHAN WILLIAM A | - | Buy | $6.30K |
| Aug 17, 2023 | HOULIHAN WILLIAM A | - | Buy | $6.33K |
| May 31, 2023 | Henson James J | PRESIDENT | Buy | $18.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | 1 | - |
| 2023 Q3 | 1 | - |
| 2023 Q2 | 3 | - |
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