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LGIH Holdings Changes image
This page summarizes the LGIH holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether LGIH is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing LGIH Share Count
Massmutual Trust Co. FSB ADV 9 21 +12 +133.33%
Trust Point Inc. 3,525 5,051 +1,526 +43.29%
Valley National Advisers Inc. 35 45 +10 +28.57%
Versant Capital Management Inc 95 122 +27 +28.42%
AdvisorNet Financial Inc 8 10 +2 +25.00%
SJS Investment Consulting Inc. 5 6 +1 +20.00%
Tributary Capital Management LLC 133,742 149,945 +16,203 +12.12%
Wasatch Advisors Inc. 1,328,778 1,460,245 +131,467 +9.89%
Raymond James & Associates 53,668 56,841 +3,173 +5.91%
Campbell Newman Asset Management Inc. 12,350 12,674 +324 +2.62%
13F Filers Reporting New Positions In LGIH
First Financialcorp IN 0 22 +22 +100%
Mather Group LLC. 0 400 +400 +100%
Wealth Enhancement Advisory Services LLC 0 3,043 +3,043 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 61 61 UNCH 0.00%
Toth Financial Advisory Corp 50 50 UNCH 0.00%
Farmers & Merchants Investments Inc. 14 14 UNCH 0.00%
Financial Management Professionals Inc. 537 537 UNCH 0.00%
Capital Advisors Ltd. LLC 8 8 UNCH 0.00%
MCF Advisors LLC 321 321 UNCH 0.00%
Sunbelt Securities Inc. 100 100 UNCH 0.00%
Global Retirement Partners LLC 9 9 UNCH 0.00%
Rise Advisors LLC 100 100 UNCH 0.00%
13F Filers Decreasing LGIH Share Count
Fortitude Family Office LLC 38 16 -22 -57.89%
Amalgamated Bank 7,761 6,496 -1,265 -16.30%
Arcadia Investment Management Corp MI 722 620 -102 -14.13%
GAMMA Investing LLC 282 244 -38 -13.48%
Ampfield Management L.P. 571,857 536,352 -35,505 -6.21%
NBC Securities Inc. 2,704 2,540 -164 -6.07%
Brookstone Capital Management 5,067 4,961 -106 -2.09%
Fragasso Group Inc. 26,449 25,948 -501 -1.89%
State of Alaska Department of Revenue 12,613 12,489 -124 -0.98%
Louisiana State Employees Retirement System 10,300 10,200 -100 -0.97%
Maryland State Retirement & Pension System 7,451 7,387 -64 -0.86%
CWM LLC 605 603 -2 -0.33%
13F Filers Exiting LGIH
International Assets Investment Management LLC 533 0 -533 -100.00%
Raymond James Financial Services Advisors Inc. 3,590 0 -3,590 -100.00%
Contravisory Investment Management Inc. 2,135 0 -2,135 -100.00%
AlphaMark Advisors LLC 2,596 0 -2,596 -100.00%

See Summary: Institutional Holders of LGIH
See Details: Top 10 Hedge Funds Holding LGIH
Also See: LGIH Insider Buying

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