Lindblad Expeditions Ownership 2024 | Who Owns Lindblad Expeditions Now?
Institutional Ownership
28.62%
Insider Ownership
31.91%
Retail Ownership
39.46%
Institutional Holders
80.00
Lindblad Expeditions Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARIEL INVESTMENTS, LLC | 16.05% | 0.89% | 8,565,068 | -312,144 | -3.52% | 82,652,906 | Jun 30, 2024 |
| BLACKROCK INC. | 4.93% | 0.00% | 2,632,461 | 5,940 | 0.23% | 25,403,248 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.17% | 0.00% | 2,224,621 | 225,559 | 11.28% | 21,467,593 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 3.11% | 0.01% | 1,661,902 | 36,307 | 2.23% | 16,037,345,000 | Jun 30, 2024 |
| APERTURE INVESTORS, LLC | 2.74% | 2.06% | 1,464,062 | - | - | 14,128,198 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 2.64% | 0.13% | 1,410,294 | 25,000 | 1.80% | 13,609,337 | Jun 30, 2024 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 2.48% | 13.57% | 1,325,168 | 449,098 | 51.26% | 12,787,871 | Jun 30, 2024 |
| BLACK DIAMOND FINANCIAL, LLC | 1.69% | 1.69% | 904,452 | - | - | 8,727,962 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.58% | 0.00% | 841,640 | 25,624 | 3.14% | 8,123,007 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.53% | 0.00% | 815,947 | 2,522 | 0.31% | 7,873,890 | Jun 30, 2024 |
| STATE STREET CORP | 1.47% | 0.00% | 786,322 | 11,283 | 1.46% | 7,588,007,000 | Jun 30, 2024 |
| PIER CAPITAL, LLC | 1.44% | 1.10% | 766,357 | -71,779 | -8.56% | 7,395,345 | Jun 30, 2024 |
| PINNACLE ASSOCIATES LTD | 1.12% | 0.09% | 595,748 | -12,246 | -2.01% | 5,748,968 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 1.02% | 0.07% | 542,952 | -1,006,204 | -64.95% | 5,239,487 | Jun 30, 2024 |
| FORMULA GROWTH LTD | 0.98% | 1.84% | 523,403 | - | - | 5,050,839 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.67% | 0.00% | 358,937 | 19,172 | 5.64% | 3,463,756 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.62% | 0.00% | 329,166 | -73,199 | -18.19% | 3,176,453 | Jun 30, 2024 |
| UBS GROUP AG | 0.59% | 0.00% | 316,001 | 65,769 | 26.28% | 3,049,409 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.56% | 0.00% | 296,706 | -9,627 | -3.14% | 2,863,212,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.55% | 0.00% | 292,699 | 8,448 | 2.97% | 2,824,545 | Jun 30, 2024 |
Lindblad Expeditions's largest institutional shareholder is ARIEL INVESTMENTS, LLC, holding 16.05% of the company's total share outstanding, currently valued at $82.65M. The top 10 institutional shareholders own together 40.93% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 2.48% | 13.57% | 1,325,168 | 449,098 | 51.26% | 12,787,871 | Jun 30, 2024 |
| APERTURE INVESTORS, LLC | 2.74% | 2.06% | 1,464,062 | - | - | 14,128,198 | Jun 30, 2024 |
| FORMULA GROWTH LTD | 0.98% | 1.84% | 523,403 | - | - | 5,050,839 | Jun 30, 2024 |
| BLACK DIAMOND FINANCIAL, LLC | 1.69% | 1.69% | 904,452 | - | - | 8,727,962 | Jun 30, 2024 |
| HEDGES ASSET MANAGEMENT LLC | 0.37% | 1.35% | 195,500 | 39,000 | 24.92% | 1,886,575 | Jun 30, 2024 |
| PIER CAPITAL, LLC | 1.44% | 1.10% | 766,357 | -71,779 | -8.56% | 7,395,345 | Jun 30, 2024 |
| ARIEL INVESTMENTS, LLC | 16.05% | 0.89% | 8,565,068 | -312,144 | -3.52% | 82,652,906 | Jun 30, 2024 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 0.44% | 0.38% | 234,890 | 12,800 | 5.76% | 2,263,000 | Jun 30, 2024 |
| BALANCED ROCK INVESTMENT ADVISOR | 0.06% | 0.26% | 32,065 | -1,160 | -3.49% | 309,427 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 0.51% | 0.16% | 272,566 | 59,502 | 27.93% | 2,630,262 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 2.64% | 0.13% | 1,410,294 | 25,000 | 1.80% | 13,609,337 | Jun 30, 2024 |
| PINNACLE ASSOCIATES LTD | 1.12% | 0.09% | 595,748 | -12,246 | -2.01% | 5,748,968 | Jun 30, 2024 |
| QUENT CAPITAL, LLC | 0.14% | 0.08% | 73,500 | - | - | 709,275 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.08% | 0.07% | 43,011 | 43,011 | 100.00% | 415,056 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.50% | 0.07% | 265,667 | -25,452 | -8.74% | 2,563,686 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 1.02% | 0.07% | 542,952 | -1,006,204 | -64.95% | 5,239,487 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.06% | 0.05% | 31,992 | 19,791 | 162.21% | 308,723 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 0.10% | 0.04% | 52,223 | 52,223 | 100.00% | 503,952 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.23% | 0.04% | 121,201 | 23,806 | 24.44% | 1,170,000 | Jun 30, 2024 |
| MOORS & CABOT, INC. | 0.11% | 0.03% | 58,500 | -1,000 | -1.68% | 564,525 | Jun 30, 2024 |
The largest Lindblad Expeditions shareholder by % of total assets is ANCHOR CAPITAL MANAGEMENT COMPANY, LLC. The company owns 1.33M shares of Lindblad Expeditions (LIND), representing 13.57% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 2.48% | 13.57% | 1,325,168 | 449,098 | 51.26% | 12,787,871 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.17% | 0.00% | 2,224,621 | 225,559 | 11.28% | 21,467,593 | Jun 30, 2024 |
| NORGES BANK | 0.28% | 0.00% | 149,200 | 149,200 | 100.00% | 1,439,780 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.26% | 0.00% | 137,629 | 135,098 | 5337.73% | 1,328,000 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.24% | 0.01% | 130,101 | 130,101 | 100.00% | 1,255,475 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.36% | 0.00% | 194,058 | 121,129 | 166.09% | 1,872,660 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.16% | 0.00% | 83,431 | 83,431 | 100.00% | 805,109 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.23% | 0.01% | 123,702 | 66,595 | 116.61% | 1,193,724 | Jun 30, 2024 |
| UBS GROUP AG | 0.59% | 0.00% | 316,001 | 65,769 | 26.28% | 3,049,409 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 0.51% | 0.16% | 272,566 | 59,502 | 27.93% | 2,630,262 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.10% | 0.00% | 53,744 | 53,744 | 100.00% | 518,629 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 0.10% | 0.04% | 52,223 | 52,223 | 100.00% | 503,952 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.08% | 0.07% | 43,011 | 43,011 | 100.00% | 415,056 | Jun 30, 2024 |
| HEDGES ASSET MANAGEMENT LLC | 0.37% | 1.35% | 195,500 | 39,000 | 24.92% | 1,886,575 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.10% | 0.03% | 51,630 | 37,537 | 266.35% | 498,230 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 3.11% | 0.01% | 1,661,902 | 36,307 | 2.23% | 16,037,345,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.07% | 0.00% | 35,261 | 35,261 | 100.00% | 344,499 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.18% | 0.00% | 93,997 | 33,060 | 54.25% | 907,071 | Jun 30, 2024 |
| MORGAN STANLEY | 0.48% | 0.00% | 256,105 | 30,747 | 13.64% | 2,471,415 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.26% | 0.00% | 140,455 | 28,880 | 25.88% | 1,355,391 | Jun 30, 2024 |
As of Jun 30 2024, Lindblad Expeditions's largest institutional buyer is ANCHOR CAPITAL MANAGEMENT COMPANY, LLC. The company purchased 449.10K stocks of LIND, valued at $12.79M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GILDER GAGNON HOWE & CO LLC | 1.02% | 0.07% | 542,952 | -1,006,204 | -64.95% | 5,239,487 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -408,271 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -360,000 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -350,626 | -100.00% | - | Jun 30, 2024 |
| ARIEL INVESTMENTS, LLC | 16.05% | 0.89% | 8,565,068 | -312,144 | -3.52% | 82,652,906 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.02% | 0.00% | 12,167 | -165,236 | -93.14% | 117,412 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.09% | 0.00% | 50,371 | -76,360 | -60.25% | 486,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.62% | 0.00% | 329,166 | -73,199 | -18.19% | 3,176,453 | Jun 30, 2024 |
| PIER CAPITAL, LLC | 1.44% | 1.10% | 766,357 | -71,779 | -8.56% | 7,395,345 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -66,742 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.37% | 0.00% | 196,513 | -62,254 | -24.06% | 1,896,350 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | - | 3,076 | -41,712 | -93.13% | 29,683 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -41,443 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.11% | 0.00% | 57,221 | -32,437 | -36.18% | 552,183 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -27,589 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.25% | 0.00% | 133,080 | -25,651 | -16.16% | 1,284,222 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.50% | 0.07% | 265,667 | -25,452 | -8.74% | 2,563,686 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 0.17% | 0.00% | 89,473 | -25,027 | -21.86% | 863,414 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.34% | 0.00% | 182,400 | -23,854 | -11.57% | 1,760,160 | Jun 30, 2024 |
As of Jun 30 2024, Lindblad Expeditions's biggest institutional seller is GILDER GAGNON HOWE & CO LLC. The company sold -1.01M shares of LIND, valued at $5.24M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.28% | 0.00% | 149,200 | 149,200 | 100.00% | 1,439,780 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.24% | 0.01% | 130,101 | 130,101 | 100.00% | 1,255,475 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.16% | 0.00% | 83,431 | 83,431 | 100.00% | 805,109 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 0.10% | 0.04% | 52,223 | 52,223 | 100.00% | 503,952 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.08% | 0.07% | 43,011 | 43,011 | 100.00% | 415,056 | Jun 30, 2024 |
| MAN GROUP PLC | 0.05% | 0.00% | 27,672 | 27,672 | 100.00% | 267,035 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 19,069 | 19,069 | 100.00% | 184,016 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 17,897 | 17,897 | 100.00% | 172,706 | Jun 30, 2024 |
| STATE OF WYOMING | 0.03% | 0.02% | 15,469 | 15,469 | 100.00% | 149,276 | Jun 30, 2024 |
| ARIZONA STATE RETIREMENT SYSTEM | 0.02% | 0.00% | 10,469 | 10,469 | 100.00% | 101,026 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.01% | 2,343 | 2,343 | 100.00% | 22,610 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.00% | 1,450 | 1,450 | 100.00% | 13,996 | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 1,390 | 1,390 | 100.00% | 13,414 | Jun 30, 2024 |
| LEGEND FINANCIAL ADVISORS, INC. | 0.00% | 0.00% | 181 | 181 | 100.00% | 1,747 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 125 | 125 | 100.00% | 1,183 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 70 | 70 | 100.00% | 1,000 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | - | 55 | 55 | 100.00% | 531 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | - | 51 | 51 | 100.00% | 492 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | - | 45 | 45 | 100.00% | 435 | Jun 30, 2024 |
| FAMILY FIRM, INC. | - | - | 20 | 20 | 100.00% | 193 | Jun 30, 2024 |
Lindblad Expeditions's largest new institutional shareholder by number of shares is NORGES BANK, purchased 149.20K shares, valued at $1.44M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -408,271 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -360,000 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -350,626 | -100.00% | - | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -66,742 | -100.00% | - | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -41,443 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -27,589 | -100.00% | - | Jun 30, 2024 |
| OAK FAMILY ADVISORS, LLC | - | - | - | -22,746 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -18,500 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -18,156 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -17,234 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -12,659 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -11,319 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -10,780 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -7,500 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -4,396 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,867 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
Lindblad Expeditions's largest sold out institutional shareholder by shares sold is ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, sold -0.41M shares, valued at -, as of undefined.
Lindblad Expeditions Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Alger ETF Trust | 3.07% | 21,808 | -27,632 | -55.89% | Dec 31, 2023 |
| ROYCE MICRO-CAP TRUST, INC. | 1.30% | 629,194 | - | - | Mar 31, 2024 |
| TEMPLETON GLOBAL SMALLER COMPANIES FUND | 0.98% | 680,433 | - | - | Feb 29, 2024 |
| ALGER FUNDS II | 0.73% | 165,005 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.46% | 373,700 | - | - | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.30% | 112,000 | - | - | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.14% | 84,400 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.12% | 43,090 | - | - | Mar 31, 2024 |
| ALGER FUNDS | 0.11% | 102,244 | - | - | Jan 31, 2024 |
| ROYCE GLOBAL VALUE TRUST, INC. | 0.10% | 19,300 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.08% | 5,088 | - | - | Feb 29, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.07% | 8,586 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.06% | 29,347 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.06% | 8,025,000 | -15,000 | -0.19% | Mar 28, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.05% | 237,407 | - | - | Jan 31, 2024 |
| ROYCE FUND | 0.04% | 270,400 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.04% | 3,610 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.04% | 57,402 | -8,940 | -13.48% | Feb 29, 2024 |
| FORUM FUNDS | 0.03% | 60,400 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.02% | 50,784 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.02% | 41,209 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 43,767 | - | - | Mar 31, 2024 |
| Brown Advisory Funds | 0.02% | 575,484 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 150,700 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.01% | 114,279 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.01% | 11,942 | 125 | 1.06% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 42,126 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 62,316 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 22,839 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,451 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 79,771 | - | - | Mar 28, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.01% | 429,849 | - | - | Feb 29, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.01% | 29,400 | - | - | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 455,531 | - | - | Feb 29, 2024 |
| BUFFALO FUNDS | 0.01% | 46,760 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 531,600 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.01% | 121,000 | - | - | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.01% | 48,771 | - | - | Dec 31, 2023 |
| Columbia Funds Variable Series Trust II | 0.00% | 152,764 | -8,621 | -5.34% | Mar 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 315,565 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,575,649 | -521,546 | -24.87% | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.00% | 500,000 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 626,700 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 608 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 80,915 | -31,874 | -28.26% | Mar 31, 2024 |
| CARILLON SERIES TRUST | 0.00% | 133,862 | -9,191 | -6.42% | Mar 31, 2024 |
| Capitol Series Trust | 0.00% | 22,525 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 94,417 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 37,059 | 13,443 | 56.92% | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 11,117 | - | - | Mar 31, 2020 |
| Virtus Investment Trust | 0.00% | 60,277 | - | - | Mar 28, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 53,500 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 349,654 | -4,269 | -1.21% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 17,488 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,449 | - | - | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 119,311 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 139,057 | - | - | Mar 31, 2024 |
| Dunham Funds | 0.00% | 76,812 | 9,013 | 13.29% | Jan 31, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 45,300 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 75,965 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 22,601 | -4,443 | -16.43% | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 3,411 | - | - | Mar 28, 2024 |
| RBB FUND, INC. | 0.00% | 74,667 | 4,246 | 6.03% | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 163,283 | 60,000 | 58.09% | Feb 29, 2024 |
| ALGER PORTFOLIOS | 0.00% | 231 | - | - | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 16,999 | -1,808 | -9.61% | Mar 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 505,000 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 62,000 | - | - | Mar 28, 2024 |
| Virtus Strategy Trust | 0.00% | 9,023 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 212 | - | - | Apr 30, 2021 |
| Victory Portfolios II | 0.00% | 20,236 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,800 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 3,440 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 39,000 | 25,000 | 178.57% | Feb 29, 2024 |
| Global X Funds | 0.00% | 12,659 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 11,889 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 929 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,093 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 464 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 13,985 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 79,620 | 11,275 | 16.50% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 55,469 | 27,560 | 98.75% | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 11,175 | 8,643 | 341.35% | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 3,896 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,858 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 15,761 | 1,173 | 8.04% | Mar 28, 2024 |
| FLEXSHARES TRUST | 0.00% | 8,500 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 2,245 | 288 | 14.72% | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 2,000 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 99,323 | 1,832 | 1.88% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 1,333,182 | -74,971 | -5.32% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 153,761 | 17,326 | 12.70% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 320 | - | - | Dec 31, 2023 |
| PRINCIPAL FUNDS, INC. | 0.00% | 334,431 | 10,514 | 3.25% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 13,420 | -54 | -0.40% | Feb 29, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 199 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 158 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 5,191 | -740 | -12.48% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,100 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 4,571 | -507 | -9.98% | Jan 31, 2024 |
Lindblad Expeditions's largest mutual fund holder by % of total assets is "Alger ETF Trust", owning 21.81K shares, compromising 3.07% of its total assets.
Lindblad Expeditions Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 80 | -39.39% |
| 31 Mar, 24 | 132 | - |
| 31 Dec, 23 | 132 | 10.00% |
| 30 Sep, 23 | 120 | 3.45% |
| 30 Jun, 23 | 116 | -7.94% |
| 31 Mar, 23 | 126 | 5.88% |
| 31 Dec, 22 | 119 | 6.25% |
| 30 Sep, 22 | 112 | 3.70% |
| 30 Jun, 22 | 108 | -1.82% |
| 31 Mar, 22 | 110 | -0.90% |
| 31 Dec, 21 | 111 | 3.74% |
| 30 Sep, 21 | 107 | 3.88% |
| 30 Jun, 21 | 103 | -4.63% |
| 31 Mar, 21 | 108 | -2.70% |
| 31 Dec, 20 | 111 | - |
| 30 Sep, 20 | 111 | 15.63% |
| 30 Jun, 20 | 96 | -2.04% |
| 31 Mar, 20 | 98 | -14.78% |
| 31 Dec, 19 | 115 | -3.36% |
| 30 Sep, 19 | 119 | 7.21% |
| 30 Jun, 19 | 111 | -3.48% |
| 31 Mar, 19 | 115 | 16.16% |
| 31 Dec, 18 | 99 | 8.79% |
| 30 Sep, 18 | 91 | 2.25% |
| 30 Jun, 18 | 89 | 20.27% |
| 31 Mar, 18 | 74 | -1.33% |
| 31 Dec, 17 | 75 | 1.35% |
| 30 Sep, 17 | 74 | 17.46% |
| 30 Jun, 17 | 63 | - |
| 31 Mar, 17 | 63 | -10.00% |
| 31 Dec, 16 | 70 | -2.78% |
| 30 Sep, 16 | 72 | -8.86% |
| 30 Jun, 16 | 79 | 19.70% |
| 31 Mar, 16 | 66 | 29.41% |
| 31 Dec, 15 | 51 | 50.00% |
| 30 Sep, 15 | 34 | - |
As of 30 Jun 24, 80 institutions are holding Lindblad Expeditions's shares, representing a decrease of -39.39% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 15,276,655 | -54.16% |
| 31 Mar, 24 | 33,328,139 | -0.23% |
| 31 Dec, 23 | 33,404,207 | 1.52% |
| 30 Sep, 23 | 32,903,079 | -3.83% |
| 30 Jun, 23 | 34,213,397 | -2.77% |
| 31 Mar, 23 | 35,187,464 | 1.53% |
| 31 Dec, 22 | 34,658,471 | -3.57% |
| 30 Sep, 22 | 35,942,285 | -3.02% |
| 30 Jun, 22 | 37,063,069 | 8.98% |
| 31 Mar, 22 | 34,008,355 | 2.58% |
| 31 Dec, 21 | 33,154,271 | 6.57% |
| 30 Sep, 21 | 31,109,109 | -1.12% |
| 30 Jun, 21 | 31,463,018 | 6.98% |
| 31 Mar, 21 | 29,411,036 | 5.94% |
| 31 Dec, 20 | 27,761,169 | 36.22% |
| 30 Sep, 20 | 20,379,704 | -18.47% |
| 30 Jun, 20 | 24,997,273 | -4.77% |
| 31 Mar, 20 | 26,248,894 | -8.34% |
| 31 Dec, 19 | 28,638,198 | 2.71% |
| 30 Sep, 19 | 27,883,172 | 0.98% |
| 30 Jun, 19 | 27,613,089 | -0.45% |
| 31 Mar, 19 | 27,737,338 | 1.75% |
| 31 Dec, 18 | 27,259,865 | 9.85% |
| 30 Sep, 18 | 24,815,320 | 2.98% |
| 30 Jun, 18 | 24,098,084 | 5.72% |
| 31 Mar, 18 | 22,795,266 | 2.96% |
| 31 Dec, 17 | 22,140,938 | -0.81% |
| 30 Sep, 17 | 22,321,511 | 1.05% |
| 30 Jun, 17 | 22,089,699 | 7.16% |
| 31 Mar, 17 | 20,614,263 | 2.16% |
| 31 Dec, 16 | 20,177,921 | 2.43% |
| 30 Sep, 16 | 19,698,571 | 4.25% |
| 30 Jun, 16 | 18,896,334 | 1.57% |
| 31 Mar, 16 | 18,603,865 | -3.25% |
| 31 Dec, 15 | 19,228,783 | 8.88% |
| 30 Sep, 15 | 17,660,316 | - |
Lindblad Expeditions (LIND) has 15.28M shares outstanding as of 30 Jun 24, down -54.16% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 28.62% | 0.73% |
| 31 Mar, 24 | 62.58% | 1.59% |
| 31 Dec, 23 | 62.66% | 1.64% |
| 30 Sep, 23 | 61.80% | 1.49% |
| 30 Jun, 23 | 64.40% | 1.47% |
| 31 Mar, 23 | 66.23% | 1.49% |
| 31 Dec, 22 | 66.63% | 1.45% |
| 30 Sep, 22 | 67.76% | 1.29% |
| 30 Jun, 22 | 72.40% | 1.61% |
| 31 Mar, 22 | 67.00% | 1.55% |
| 31 Dec, 21 | 65.78% | 1.71% |
| 30 Sep, 21 | 62.08% | 1.57% |
| 30 Jun, 21 | 62.85% | 1.81% |
| 31 Mar, 21 | 58.98% | 1.89% |
| 31 Dec, 20 | 55.82% | 3.33% |
| 30 Sep, 20 | 40.94% | 1.62% |
| 30 Jun, 20 | 50.25% | 1.80% |
| 31 Mar, 20 | 52.89% | 1.59% |
| 31 Dec, 19 | 57.71% | 1.77% |
| 30 Sep, 19 | 57.06% | 1.59% |
| 30 Jun, 19 | 59.83% | 1.61% |
| 31 Mar, 19 | 60.87% | 1.69% |
| 31 Dec, 18 | 59.99% | 2.01% |
| 30 Sep, 18 | 54.63% | 1.98% |
| 30 Jun, 18 | 52.51% | 2.07% |
| 31 Mar, 18 | 50.35% | 2.04% |
| 31 Dec, 17 | 49.67% | 1.97% |
| 30 Sep, 17 | 50.21% | 2.03% |
| 30 Jun, 17 | 49.72% | 2.34% |
| 31 Mar, 17 | 46.11% | 2.36% |
| 31 Dec, 16 | 44.20% | 2.39% |
| 30 Sep, 16 | 43.03% | 2.51% |
| 30 Jun, 16 | 41.38% | 2.47% |
| 31 Mar, 16 | 40.91% | 2.23% |
| 31 Dec, 15 | 42.81% | 2.78% |
| 30 Sep, 15 | 39.24% | - |
As of 30 Jun 24, Lindblad Expeditions is held by 28.62% institutional shareholders, representing a 0.73% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 45 | -18.18% |
| 31 Mar, 24 | 55 | -16.67% |
| 31 Dec, 23 | 66 | 17.86% |
| 30 Sep, 23 | 56 | -6.67% |
| 30 Jun, 23 | 60 | 3.45% |
| 31 Mar, 23 | 58 | -17.14% |
| 31 Dec, 22 | 70 | 4.48% |
| 30 Sep, 22 | 67 | 28.85% |
| 30 Jun, 22 | 52 | 6.12% |
| 31 Mar, 22 | 49 | -26.87% |
| 31 Dec, 21 | 67 | 17.54% |
| 30 Sep, 21 | 57 | 11.76% |
| 30 Jun, 21 | 51 | -10.53% |
| 31 Mar, 21 | 57 | 21.28% |
| 31 Dec, 20 | 47 | -12.96% |
| 30 Sep, 20 | 54 | -19.40% |
| 30 Jun, 20 | 67 | 24.07% |
| 31 Mar, 20 | 54 | -15.63% |
| 31 Dec, 19 | 64 | - |
| 30 Sep, 19 | 64 | -9.86% |
| 30 Jun, 19 | 71 | - |
| 31 Mar, 19 | 71 | 29.09% |
| 31 Dec, 18 | 55 | 17.02% |
| 30 Sep, 18 | 47 | -16.07% |
| 30 Jun, 18 | 56 | 40.00% |
| 31 Mar, 18 | 40 | -2.44% |
| 31 Dec, 17 | 41 | - |
| 30 Sep, 17 | 41 | 5.13% |
| 30 Jun, 17 | 39 | 21.88% |
| 31 Mar, 17 | 32 | -3.03% |
| 31 Dec, 16 | 33 | -19.51% |
| 30 Sep, 16 | 41 | -10.87% |
| 30 Jun, 16 | 46 | 2.22% |
| 31 Mar, 16 | 45 | 28.57% |
| 31 Dec, 15 | 35 | 2.94% |
| 30 Sep, 15 | 34 | - |
45 institutional shareholders have increased their position in LIND stock as of 30 Jun 24 compared to 55 in the previous quarter (a -18.18% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 17 | -65.31% |
| 31 Mar, 24 | 49 | 16.67% |
| 31 Dec, 23 | 42 | 5.00% |
| 30 Sep, 23 | 40 | 29.03% |
| 30 Jun, 23 | 31 | -29.55% |
| 31 Mar, 23 | 44 | 41.94% |
| 31 Dec, 22 | 31 | 19.23% |
| 30 Sep, 22 | 26 | -27.78% |
| 30 Jun, 22 | 36 | -16.28% |
| 31 Mar, 22 | 43 | 48.28% |
| 31 Dec, 21 | 29 | -6.45% |
| 30 Sep, 21 | 31 | 6.90% |
| 30 Jun, 21 | 29 | -21.62% |
| 31 Mar, 21 | 37 | -11.90% |
| 31 Dec, 20 | 42 | 16.67% |
| 30 Sep, 20 | 36 | 80.00% |
| 30 Jun, 20 | 20 | -41.18% |
| 31 Mar, 20 | 34 | 3.03% |
| 31 Dec, 19 | 33 | -13.16% |
| 30 Sep, 19 | 38 | 52.00% |
| 30 Jun, 19 | 25 | - |
| 31 Mar, 19 | 25 | 8.70% |
| 31 Dec, 18 | 23 | -4.17% |
| 30 Sep, 18 | 24 | 14.29% |
| 30 Jun, 18 | 21 | 10.53% |
| 31 Mar, 18 | 19 | 26.67% |
| 31 Dec, 17 | 15 | -16.67% |
| 30 Sep, 17 | 18 | 80.00% |
| 30 Jun, 17 | 10 | -50.00% |
| 31 Mar, 17 | 20 | -9.09% |
| 31 Dec, 16 | 22 | 29.41% |
| 30 Sep, 16 | 17 | - |
| 30 Jun, 16 | 17 | 88.89% |
| 31 Mar, 16 | 9 | -10.00% |
| 31 Dec, 15 | 10 | - |
| 30 Sep, 15 | - | - |
17 institutional shareholders have reduced their position in LIND stock as of 30 Jun 24 compared to 49 in the previous quarter (a -65.31% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 80 | -39.39% | 15,276,655 | -54.16% | 28.62% | 0.73% | 45 | -18.18% | 17 | -65.31% |
| 31 Mar, 24 | 132 | - | 33,328,139 | -0.23% | 62.58% | 1.59% | 55 | -16.67% | 49 | 16.67% |
| 31 Dec, 23 | 132 | 10.00% | 33,404,207 | 1.52% | 62.66% | 1.64% | 66 | 17.86% | 42 | 5.00% |
| 30 Sep, 23 | 120 | 3.45% | 32,903,079 | -3.83% | 61.80% | 1.49% | 56 | -6.67% | 40 | 29.03% |
| 30 Jun, 23 | 116 | -7.94% | 34,213,397 | -2.77% | 64.40% | 1.47% | 60 | 3.45% | 31 | -29.55% |
| 31 Mar, 23 | 126 | 5.88% | 35,187,464 | 1.53% | 66.23% | 1.49% | 58 | -17.14% | 44 | 41.94% |
| 31 Dec, 22 | 119 | 6.25% | 34,658,471 | -3.57% | 66.63% | 1.45% | 70 | 4.48% | 31 | 19.23% |
| 30 Sep, 22 | 112 | 3.70% | 35,942,285 | -3.02% | 67.76% | 1.29% | 67 | 28.85% | 26 | -27.78% |
| 30 Jun, 22 | 108 | -1.82% | 37,063,069 | 8.98% | 72.40% | 1.61% | 52 | 6.12% | 36 | -16.28% |
| 31 Mar, 22 | 110 | -0.90% | 34,008,355 | 2.58% | 67.00% | 1.55% | 49 | -26.87% | 43 | 48.28% |
| 31 Dec, 21 | 111 | 3.74% | 33,154,271 | 6.57% | 65.78% | 1.71% | 67 | 17.54% | 29 | -6.45% |
| 30 Sep, 21 | 107 | 3.88% | 31,109,109 | -1.12% | 62.08% | 1.57% | 57 | 11.76% | 31 | 6.90% |
| 30 Jun, 21 | 103 | -4.63% | 31,463,018 | 6.98% | 62.85% | 1.81% | 51 | -10.53% | 29 | -21.62% |
| 31 Mar, 21 | 108 | -2.70% | 29,411,036 | 5.94% | 58.98% | 1.89% | 57 | 21.28% | 37 | -11.90% |
| 31 Dec, 20 | 111 | - | 27,761,169 | 36.22% | 55.82% | 3.33% | 47 | -12.96% | 42 | 16.67% |
| 30 Sep, 20 | 111 | 15.63% | 20,379,704 | -18.47% | 40.94% | 1.62% | 54 | -19.40% | 36 | 80.00% |
| 30 Jun, 20 | 96 | -2.04% | 24,997,273 | -4.77% | 50.25% | 1.80% | 67 | 24.07% | 20 | -41.18% |
| 31 Mar, 20 | 98 | -14.78% | 26,248,894 | -8.34% | 52.89% | 1.59% | 54 | -15.63% | 34 | 3.03% |
| 31 Dec, 19 | 115 | -3.36% | 28,638,198 | 2.71% | 57.71% | 1.77% | 64 | - | 33 | -13.16% |
| 30 Sep, 19 | 119 | 7.21% | 27,883,172 | 0.98% | 57.06% | 1.59% | 64 | -9.86% | 38 | 52.00% |
| 30 Jun, 19 | 111 | -3.48% | 27,613,089 | -0.45% | 59.83% | 1.61% | 71 | - | 25 | - |
| 31 Mar, 19 | 115 | 16.16% | 27,737,338 | 1.75% | 60.87% | 1.69% | 71 | 29.09% | 25 | 8.70% |
| 31 Dec, 18 | 99 | 8.79% | 27,259,865 | 9.85% | 59.99% | 2.01% | 55 | 17.02% | 23 | -4.17% |
| 30 Sep, 18 | 91 | 2.25% | 24,815,320 | 2.98% | 54.63% | 1.98% | 47 | -16.07% | 24 | 14.29% |
| 30 Jun, 18 | 89 | 20.27% | 24,098,084 | 5.72% | 52.51% | 2.07% | 56 | 40.00% | 21 | 10.53% |
| 31 Mar, 18 | 74 | -1.33% | 22,795,266 | 2.96% | 50.35% | 2.04% | 40 | -2.44% | 19 | 26.67% |
| 31 Dec, 17 | 75 | 1.35% | 22,140,938 | -0.81% | 49.67% | 1.97% | 41 | - | 15 | -16.67% |
| 30 Sep, 17 | 74 | 17.46% | 22,321,511 | 1.05% | 50.21% | 2.03% | 41 | 5.13% | 18 | 80.00% |
| 30 Jun, 17 | 63 | - | 22,089,699 | 7.16% | 49.72% | 2.34% | 39 | 21.88% | 10 | -50.00% |
| 31 Mar, 17 | 63 | -10.00% | 20,614,263 | 2.16% | 46.11% | 2.36% | 32 | -3.03% | 20 | -9.09% |
| 31 Dec, 16 | 70 | -2.78% | 20,177,921 | 2.43% | 44.20% | 2.39% | 33 | -19.51% | 22 | 29.41% |
| 30 Sep, 16 | 72 | -8.86% | 19,698,571 | 4.25% | 43.03% | 2.51% | 41 | -10.87% | 17 | - |
| 30 Jun, 16 | 79 | 19.70% | 18,896,334 | 1.57% | 41.38% | 2.47% | 46 | 2.22% | 17 | 88.89% |
| 31 Mar, 16 | 66 | 29.41% | 18,603,865 | -3.25% | 40.91% | 2.23% | 45 | 28.57% | 9 | -10.00% |
| 31 Dec, 15 | 51 | 50.00% | 19,228,783 | 8.88% | 42.81% | 2.78% | 35 | 2.94% | 10 | - |
| 30 Sep, 15 | 34 | - | 17,660,316 | - | 39.24% | - | 34 | - | - | - |
Lindblad Expeditions Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Lindblad Expeditions's stock was made by Lindblad Sven-Olof on Jul 23 2024, selling 25,525 shares at $10.64 per share (valued at $271.59K). The last insider buy of LIND was made by SCHULTZ ALEX P on Aug 05 2024, buying 15,278 shares at $7.17 per share (worth $109.54K).
Lindblad Expeditions Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 10 | 1 | 1000.00% |
| Q2 2024 | 12 | 1 | 1200.00% |
| Q1 2024 | 7 | 11 | 63.64% |
| Q4 2023 | 5 | 3 | 166.67% |
| Q3 2023 | 11 | 1 | 1100.00% |
| Q2 2023 | 2 | 68 | 2.94% |
| Q1 2023 | 7 | 9 | 77.78% |
| Q4 2022 | 2 | 4 | 50.00% |
| Q3 2022 | 12 | 1 | 1200.00% |
| Q2 2022 | 7 | 9 | 77.78% |
| Q1 2022 | 25 | 26 | 96.15% |
| Q4 2021 | 3 | 25 | 12.00% |
| Q3 2021 | 12 | 2 | 600.00% |
| Q2 2021 | 10 | 10 | 100.00% |
| Q1 2021 | 29 | 37 | 78.38% |
| Q4 2020 | 14 | 1 | 1400.00% |
| Q3 2020 | 23 | 1 | 2300.00% |
| Q2 2020 | 20 | 25 | 80.00% |
| Q1 2020 | 26 | 31 | 83.87% |
| Q3 2019 | 10 | 20 | 50.00% |
10 total buy trades, and 1 total sell trades (buy/sell ratio of 10.00%) were made by Lindblad Expeditions's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | - | - |
| Q2 2024 | 7 | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 3 | 1 | 300.00% |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 4 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | 1 | 1 | 100.00% |
| Q2 2022 | - | 7 | - |
| Q1 2022 | 1 | 16 | 6.25% |
| Q4 2021 | - | 22 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | 3 | 7 | 42.86% |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | 3 | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 8 | - | - |
| Q3 2019 | - | 16 | - |
As of Q3 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Lindblad Expeditions's stocks.
LIND Ownership FAQ
Who Owns Lindblad Expeditions?
Lindblad Expeditions is owned by institutional shareholders (28.62%), insiders (31.91%), and public (39.46%). The largest institutional shareholder of Lindblad Expeditions is ARIEL INVESTMENTS, LLC (16.05% of total shares) and the top mutual fund owner is Alger ETF Trust (3.07% of total shares).
Who are the major institutional shareholders of Lindblad Expeditions?
Lindblad Expeditions's major institutional shareholders are ARIEL INVESTMENTS, LLC, BLACKROCK INC., VANGUARD GROUP INC, PRINCIPAL FINANCIAL GROUP INC, and APERTURE INVESTORS, LLC. The top five shareholders own together 31.01% of the company's share outstanding.
How many Lindblad Expeditions shareholders are there?
As of Jun 2024, there are 80 institutional shareholders of Lindblad Expeditions.
What percentage of Lindblad Expeditions is owned by ARIEL INVESTMENTS, LLC?
ARIEL INVESTMENTS, LLC owns 8.57M shares of Lindblad Expeditions, representing 16.05% of the company's total shares outstanding, valued at $82.65M (as of Jun 2024).
What percentage of Lindblad Expeditions is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 2.63M shares of Lindblad Expeditions (LIND), compromising 4.93% of the company, valued at $25.4M.
What percentage of Lindblad Expeditions is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Lindblad Expeditions. The company owns 2.22M of the company's shares outstanding (worth $21.47M).