Ownership | Who Owns ?
Ownership Summary
is owned by 25.08% institutional investors, 32.69% insiders, and 42.23% retail investors. Wells fargo & company/mn is the largest institutional shareholder, holding 5.12% of LUMO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.17% of its assets in shares.
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wells fargo & company/mn | 414.98K | 5.12% | $962.75K |
| Goldman sachs group | 406.61K | 5.02% | $943.34K |
| Vanguard group | 244.08K | 3.01% | $566.27K |
| Renaissance | 215.81K | 2.66% | $500.69K |
| Jefferies financial group | 120.65K | 1.49% | $279.91K |
| Lion point capital, lp | 90.79K | 1.12% | $210.64K |
| Greenwich wealth management | 76.34K | 0.94% | $177.00K |
| Geode capital management | 50.73K | 0.63% | $117.71K |
| Blackrock | 41.10K | 0.51% | $95.36K |
| Millennium management | 37.02K | 0.46% | $85.88K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lion point capital, lp | 90.79K | 0.38% | $210.64K |
| Wealth advisors of iowa | 11.70K | 0.02% | $27.14K |
| Greenwich wealth management | 76.34K | 0.01% | $177.00K |
| Paladin advisory group | 4.39K | 0.01% | $9.93K |
| Key financial | 10.93K | 0.01% | $25.35K |
| Jefferies financial group | 120.65K | 0.00% | $279.91K |
| Bridgeway capital management | 27.64K | 0.00% | $64.13K |
| Renaissance | 215.81K | 0.00% | $500.69K |
| Private advisor group | 30.01K | 0.00% | $69.63K |
| Wells fargo & company/mn | 414.98K | 0.00% | $962.75K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Private advisor group | 30.01K | 0.00% | 14.00K |
| Citadel advisors | 18.75K | - | 5.46K |
| Envestnet asset management | 19.48K | - | 3.36K |
| Geode capital management | 50.73K | - | 3.13K |
| Tower research capital llc (trc) | 3.58K | 0.00% | 891.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acuitas investments | - | - | -141.44K |
| Blackstone | - | - | -78.62K |
| Two sigma advisers, lp | - | - | -31.90K |
| Marquette asset management | - | - | -25.76K |
| Two sigma investments, lp | 18.95K | 0.00% | -19.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Live oak investment partners | 11.00 | - | 11.00 | $26.00 |
| Jones financial companies lllp | 4.00 | - | 4.00 | $9.00 |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -3.00 |
| Global retirement partners | -11.00 |
| International assets investment management | -38.00 |
| Group one trading | -150.00 |
| Redwood wealth management group | -500.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 28 | -20.00% | 2,088,151 | 0.49% | 25 | 3.81% | 5 | -61.54% | 10 | 42.86% |
| Jun 30, 2024 | 35 | - | 2,077,959 | -4.52% | 25 | 3.55% | 13 | 30.00% | 7 | - |
| Mar 31, 2024 | 35 | -5.41% | 2,176,429 | -8.07% | 26 | 3.05% | 10 | -9.09% | 7 | 40.00% |
| Dec 31, 2023 | 37 | 12.12% | 2,367,466 | -3.00% | 29 | 3.32% | 11 | 37.50% | 5 | -54.55% |
| Sep 30, 2023 | 33 | -2.94% | 2,440,661 | 1.96% | 29 | 3.54% | 8 | -11.11% | 11 | 83.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 187.32K | 2.17% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 50.83K | 0.59% | - |
| Fidelity Extended Market Index | 29.80K | 0.34% | -196.00 |
| Bridgeway Ultra-Small Company Market | 18.74K | 0.22% | -8.00K |
| Fidelity Total Market Index | 9.13K | 0.11% | - |
| Fidelity Nasdaq Composite Index | 8.66K | 0.10% | - |
| Fidelity Series Total Market Index | 7.10K | 0.08% | - |
| DFA US Targeted Value I | 6.64K | 0.08% | - |
| BlackRock Extended Equity Market K | 5.58K | 0.07% | -2.00 |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | 5.93K | 0.07% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 02, 2023 | McKew John C. | Chief Scientific Officer | Sell | $10.92K |
| Apr 04, 2023 | McKew John C. | Chief Scientific Officer | Sell | $7.24K |
| Feb 02, 2023 | McKew John C. | Chief Scientific Officer | Sell | $1.55K |
| Nov 16, 2022 | McCracken Joseph S | - | Buy | $20.12K |
| Sep 23, 2022 | Hawkins Richard J | Chief Executive Officer | Buy | $1.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | 1 |
| 2023 Q2 | - | 1 |
| 2023 Q1 | - | 1 |
LUMO Ownership FAQ
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