LM Funding America Ownership 2024 | Who Owns LM Funding America Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

3.77%

Insider Ownership

17.18%

Retail Ownership

79.06%

Institutional Holders

12.00

LM Funding America Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLS FARGO & COMPANY/MN----103-100.00%-Mar 31, 2024
NORTHERN TRUST CORP----14,830-100.00%-Mar 31, 2024
STATE STREET CORP----25,245-100.00%-Mar 31, 2024
VANGUARD GROUP INC----99,032-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----9,509-100.00%-Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC----210,726-100.00%-Mar 31, 2024
BLACKROCK INC.----399-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----71,391-100.00%-Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----6,549-100.00%-Mar 31, 2024
BELVEDERE TRADING LLC----19,727-100.00%-Mar 31, 2024
XTX TOPCO LTD----16,051-100.00%-Mar 31, 2024

LM Funding America's largest institutional shareholder is WELLS FARGO & COMPANY/MN, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLS FARGO & COMPANY/MN----103-100.00%-Mar 31, 2024
NORTHERN TRUST CORP----14,830-100.00%-Mar 31, 2024
STATE STREET CORP----25,245-100.00%-Mar 31, 2024
VANGUARD GROUP INC----99,032-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----9,509-100.00%-Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC----210,726-100.00%-Mar 31, 2024
BLACKROCK INC.----399-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----71,391-100.00%-Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----6,549-100.00%-Mar 31, 2024
BELVEDERE TRADING LLC----19,727-100.00%-Mar 31, 2024
XTX TOPCO LTD----16,051-100.00%-Mar 31, 2024

The largest LM Funding America shareholder by % of total assets is WELLS FARGO & COMPANY/MN. The company owns 0.00 shares of LM Funding America (LMFA), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLS FARGO & COMPANY/MN----103-100.00%-Mar 31, 2024
BLACKROCK INC.----399-100.00%-Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----6,549-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----9,509-100.00%-Mar 31, 2024
NORTHERN TRUST CORP----14,830-100.00%-Mar 31, 2024
XTX TOPCO LTD----16,051-100.00%-Mar 31, 2024
BELVEDERE TRADING LLC----19,727-100.00%-Mar 31, 2024
STATE STREET CORP----25,245-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----71,391-100.00%-Mar 31, 2024
VANGUARD GROUP INC----99,032-100.00%-Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC----210,726-100.00%-Mar 31, 2024

As of Mar 31 2024, LM Funding America's largest institutional buyer is WELLS FARGO & COMPANY/MN. The company purchased -0.10K stocks of LMFA, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GEODE CAPITAL MANAGEMENT, LLC----210,726-100.00%-Mar 31, 2024
VANGUARD GROUP INC----99,032-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----71,391-100.00%-Mar 31, 2024
STATE STREET CORP----25,245-100.00%-Mar 31, 2024
BELVEDERE TRADING LLC----19,727-100.00%-Mar 31, 2024
XTX TOPCO LTD----16,051-100.00%-Mar 31, 2024
NORTHERN TRUST CORP----14,830-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----9,509-100.00%-Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----6,549-100.00%-Mar 31, 2024
BLACKROCK INC.----399-100.00%-Mar 31, 2024
WELLS FARGO & COMPANY/MN----103-100.00%-Mar 31, 2024

As of Mar 31 2024, LM Funding America's biggest institutional seller is GEODE CAPITAL MANAGEMENT, LLC. The company sold -0.21M shares of LMFA, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GEODE CAPITAL MANAGEMENT, LLC----210,726-100.00%-Mar 31, 2024
VANGUARD GROUP INC----99,032-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----71,391-100.00%-Mar 31, 2024
STATE STREET CORP----25,245-100.00%-Mar 31, 2024
BELVEDERE TRADING LLC----19,727-100.00%-Mar 31, 2024
XTX TOPCO LTD----16,051-100.00%-Mar 31, 2024
NORTHERN TRUST CORP----14,830-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----9,509-100.00%-Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----6,549-100.00%-Mar 31, 2024
BLACKROCK INC.----399-100.00%-Mar 31, 2024
WELLS FARGO & COMPANY/MN----103-100.00%-Mar 31, 2024

LM Funding America's largest sold out institutional shareholder by shares sold is GEODE CAPITAL MANAGEMENT, LLC, sold -0.21M shares, valued at -, as of undefined.

LM Funding America Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
FIDELITY COMMONWEALTH TRUST0.05%147,20544,33643.10%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.02%7,878--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%100,229-334-0.33%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%198,064--Mar 31, 2024
iSHARES TRUST0.00%2,949--Mar 31, 2024

LM Funding America's largest mutual fund holder by % of total assets is "FIDELITY COMMONWEALTH TRUST", owning 147.21K shares, compromising 0.05% of its total assets.

LM Funding America Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Dec, 2312-
30 Sep, 2312-20.00%
30 Jun, 231525.00%
31 Mar, 2312-25.00%
31 Dec, 221645.45%
30 Sep, 2211-15.38%
30 Jun, 2213-
31 Mar, 2213-38.10%
31 Dec, 2121250.00%
30 Sep, 21650.00%
30 Jun, 214-

As of 31 Dec 23, 12 institutions are holding LM Funding America's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Dec, 23507,86527.10%
30 Sep, 23399,582-9.99%
30 Jun, 23443,90912.37%
31 Mar, 23395,026-48.20%
31 Dec, 22762,595-5.60%
30 Sep, 22807,853-8.35%
30 Jun, 22881,49939.71%
31 Mar, 22630,949-22.50%
31 Dec, 21814,169135.04%
30 Sep, 21346,39560.49%
30 Jun, 21215,835-

LM Funding America (LMFA) has 507.87K shares outstanding as of 31 Dec 23, up 27.10% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Dec, 233.77%41.00%
30 Sep, 233.03%26.37%
30 Jun, 233.39%37.24%
31 Mar, 233.02%8.88%
31 Dec, 225.83%15.31%
30 Sep, 226.17%13.61%
30 Jun, 226.73%28.85%
31 Mar, 224.83%3.40%
31 Dec, 2111.92%29.13%
30 Sep, 216.40%40.26%
30 Jun, 213.99%-

As of 31 Dec 23, LM Funding America is held by 3.77% institutional shareholders, representing a 41.00% growth compared to 30 Sep 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Dec, 237250.00%
30 Sep, 232-66.67%
30 Jun, 23620.00%
31 Mar, 235-37.50%
31 Dec, 22833.33%
30 Sep, 226-33.33%
30 Jun, 22950.00%
31 Mar, 226-62.50%
31 Dec, 2116300.00%
30 Sep, 214-
30 Jun, 214-

7 institutional shareholders have increased their position in LMFA stock as of 31 Dec 23 compared to 2 in the previous quarter (a 250.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Dec, 232-50.00%
30 Sep, 23433.33%
30 Jun, 23350.00%
31 Mar, 232-50.00%
31 Dec, 224300.00%
30 Sep, 221-
30 Jun, 221-75.00%
31 Mar, 224300.00%
31 Dec, 211-
30 Sep, 211-
30 Jun, 21--

2 institutional shareholders have reduced their position in LMFA stock as of 31 Dec 23 compared to 4 in the previous quarter (a -50.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Dec, 2312-507,86527.10%3.77%41.00%7250.00%2-50.00%
30 Sep, 2312-20.00%399,582-9.99%3.03%26.37%2-66.67%433.33%
30 Jun, 231525.00%443,90912.37%3.39%37.24%620.00%350.00%
31 Mar, 2312-25.00%395,026-48.20%3.02%8.88%5-37.50%2-50.00%
31 Dec, 221645.45%762,595-5.60%5.83%15.31%833.33%4300.00%
30 Sep, 2211-15.38%807,853-8.35%6.17%13.61%6-33.33%1-
30 Jun, 2213-881,49939.71%6.73%28.85%950.00%1-75.00%
31 Mar, 2213-38.10%630,949-22.50%4.83%3.40%6-62.50%4300.00%
31 Dec, 2121250.00%814,169135.04%11.92%29.13%16300.00%1-
30 Sep, 21650.00%346,39560.49%6.40%40.26%4-1-
30 Jun, 214-215,835-3.99%-4---

LM Funding America Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.93$1.47K17,318
Aug 02, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.62$1.81K17,818
Jul 18, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$4.81$2.40K18,318
Jul 08, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$4.28$2.14K18,818
Jun 21, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleBuy500$5.37$2.69K19,318
Jun 07, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleBuy500$3.31$1.66K19,818
May 29, 2024TRABER MARTIN Adirector-P-PurchaseBuy5,000$3.37$16.86K5,037
May 28, 2024Rodgers Bruce M.director, officer Chairman, CEO and PresidentP-PurchaseBuy86,955$30.00$2.61M430,354
May 28, 2024Russell Richard D.officer Chief Financial OfficerP-PurchaseBuy83,545$30.00$2.51M413,478
May 23, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.45$1.73K20,318
May 22, 2024Rodgers Bruce M.director, officer Chairman, CEO and PresidentP-PurchaseBuy343,399$30.00$10.30M343,399
May 22, 2024Russell Richard D.officer Chief Financial OfficerP-PurchaseBuy329,933$30.00$9.90M329,933
May 08, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.38$1.19K20,818
Apr 26, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.83$1.42K21,318
Apr 11, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.27$1.64K21,818
Mar 28, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.92$1.46K22,318
Mar 15, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.26$1.63K22,818
Feb 29, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell3,000$0.57$1.70K139,907
Feb 16, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell3,000$0.52$1.56K142,907

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 29, 2024TRABER MARTIN Adirector-P-PurchaseBuy5,000$3.37$16.86K5,037
May 28, 2024Rodgers Bruce M.director, officer Chairman, CEO and PresidentP-PurchaseBuy86,955$30.00$2.61M430,354
May 28, 2024Russell Richard D.officer Chief Financial OfficerP-PurchaseBuy83,545$30.00$2.51M413,478
May 22, 2024Rodgers Bruce M.director, officer Chairman, CEO and PresidentP-PurchaseBuy343,399$30.00$10.30M343,399
May 22, 2024Russell Richard D.officer Chief Financial OfficerP-PurchaseBuy329,933$30.00$9.90M329,933

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.93$1.47K17,318
Aug 02, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.62$1.81K17,818
Jul 18, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$4.81$2.40K18,318
Jul 08, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$4.28$2.14K18,818
May 23, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.45$1.73K20,318
May 08, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.38$1.19K20,818
May 06, 2024TRABER MARTIN Adirector-Sell---37
Apr 26, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.83$1.42K21,318
Apr 11, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.27$1.64K21,818
Mar 28, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.92$1.46K22,318
Mar 15, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.26$1.63K22,818
Feb 29, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell3,000$0.57$1.70K139,907
Feb 16, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell3,000$0.52$1.56K142,907

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.93$1.47K17,318
Aug 02, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.62$1.81K17,818
Jul 18, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$4.81$2.40K18,318
Jul 08, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$4.28$2.14K18,818
Jun 21, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleBuy500$5.37$2.69K19,318
Jun 07, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleBuy500$3.31$1.66K19,818
May 29, 2024TRABER MARTIN Adirector-P-PurchaseBuy5,000$3.37$16.86K5,037
May 28, 2024Rodgers Bruce M.director, officer Chairman, CEO and PresidentP-PurchaseBuy86,955$30.00$2.61M430,354
May 28, 2024Russell Richard D.officer Chief Financial OfficerP-PurchaseBuy83,545$30.00$2.51M413,478
May 23, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.45$1.73K20,318
May 22, 2024Rodgers Bruce M.director, officer Chairman, CEO and PresidentP-PurchaseBuy343,399$30.00$10.30M343,399
May 22, 2024Russell Richard D.officer Chief Financial OfficerP-PurchaseBuy329,933$30.00$9.90M329,933
May 08, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.38$1.19K20,818
May 06, 2024TRABER MARTIN Adirector-Sell---37
Apr 26, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.83$1.42K21,318
Apr 11, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.27$1.64K21,818
Mar 28, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$2.92$1.46K22,318
Mar 15, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell500$3.26$1.63K22,818
Feb 29, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell3,000$0.57$1.70K139,907
Feb 16, 2024Duran Ryan Hofficer Vice President of OperationsS-SaleSell3,000$0.52$1.56K142,907

The last insider sell of LM Funding America's stock was made by Duran Ryan H on Aug 14 2024, selling 500 shares at $2.93 per share (valued at $1.47K). The last insider buy of LMFA was made by TRABER MARTIN A on May 29 2024, buying 5,000 shares at $3.37 per share (worth $16.86K).

LM Funding America Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-4-
Q2 202475140.00%
Q1 2024-7-
Q3 2023-2-
Q2 202313--
Q4 202262300.00%
Q2 20223--
Q1 20222--
Q4 202192450.00%
Q1 2021-1-
Q3 2020---
Q2 2020-1-
Q3 20194--
Q2 20192--
Q4 20183--
Q3 2018-1-
Q2 201841400.00%
Q4 2017-1-
Q2 20172--
Q3 20162712700.00%

0 total buy trades, and 4 total sell trades (buy/sell ratio of 0.00%) were made by LM Funding America's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-4-
Q2 20245683.33%
Q1 2024-7-
Q3 2023-2-
Q2 20231--
Q4 2022---
Q2 20223--
Q1 2022---
Q4 2021---
Q1 2021---
Q3 2020---
Q2 2020---
Q3 20194--
Q2 20192--
Q4 20183--
Q3 2018---
Q2 20182--
Q4 2017---
Q2 20172--
Q3 20162712700.00%

As of Q3 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of LM Funding America's stocks.

LM Funding America Peer Ownership


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LMFA Ownership FAQ


LM Funding America is owned by institutional shareholders (3.77%), insiders (17.18%), and public (79.06%). The largest institutional shareholder of LM Funding America is WELLS FARGO & COMPANY/MN (0% of total shares) and the top mutual fund owner is FIDELITY COMMONWEALTH TRUST (0.05% of total shares).

LM Funding America's major institutional shareholders are WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, STATE STREET CORP, VANGUARD GROUP INC, and GROUP ONE TRADING, L.P.. The top five shareholders own together 0% of the company's share outstanding.

As of Dec 2023, there are 12 institutional shareholders of LM Funding America.

WELLS FARGO & COMPANY/MN owns 0 shares of LM Funding America, representing 0% of the company's total shares outstanding, valued at $0 (as of Mar 2024).

As of Mar 2024, NORTHERN TRUST CORP holds 0 shares of LM Funding America (LMFA), compromising 0% of the company, valued at $0.

STATE STREET CORP is the third largest holder of LM Funding America. The company owns 0 of the company's shares outstanding (worth $0).