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LMAT Holdings Changes image
This page summarizes the LMAT 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 LMAT 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 LMAT Share Count
Parallel Advisors LLC 8 128 +120 +1500.00%
Quantbot Technologies LP 666 7,335 +6,669 +1001.35%
Teacher Retirement System of Texas 15,068 47,981 +32,913 +218.43%
GAMMA Investing LLC 112 349 +237 +211.61%
BNP Paribas Arbitrage SA 9,728 22,917 +13,189 +135.58%
Los Angeles Capital Management & Equity Research Inc. 17,545 22,505 +4,960 +28.27%
Congress Wealth Management LLC DE 77,454 98,986 +21,532 +27.80%
Chatham Capital Group Inc. 40,459 49,229 +8,770 +21.68%
Hennion & Walsh Asset Management Inc. 5,349 6,342 +993 +18.56%
Congress Asset Management Co. MA 594,672 666,083 +71,411 +12.01%
Huntington National Bank 550 583 +33 +6.00%
Albion Financial Group UT 3,762 3,974 +212 +5.64%
Annex Advisory Services LLC 24,834 26,149 +1,315 +5.30%
CWM LLC 329 346 +17 +5.17%
Raymond James & Associates 28,125 29,481 +1,356 +4.82%
Harbor Investment Advisory LLC 802 828 +26 +3.24%
Bridge City Capital LLC 71,314 73,204 +1,890 +2.65%
Copeland Capital Management LLC 1,259,961 1,290,893 +30,932 +2.45%
Linden Thomas Advisory Services LLC 29,996 30,526 +530 +1.77%
Principal Financial Group Inc. 106,166 107,835 +1,669 +1.57%
Texas Permanent School Fund 17,116 17,341 +225 +1.31%
Shaker Investments LLC OH 13,489 13,658 +169 +1.25%
Fifth Third Bancorp 10,119 10,210 +91 +0.90%
Proequities Inc. 578 582 +4 +0.69%
Wakefield Asset Management LLLP 14,652 14,734 +82 +0.56%
Conestoga Capital Advisors LLC 1,927,971 1,932,917 +4,946 +0.26%
Rice Hall James & Associates LLC 232,237 232,699 +462 +0.20%
Park Avenue Securities LLC 10,930 10,947 +17 +0.16%
Nisa Investment Advisors LLC 10,607 10,620 +13 +0.12%
Legacy Wealth Asset Management LLC 8,897 8,902 +5 +0.06%
13F Filers Reporting New Positions In LMAT
Robeco Institutional Asset Management B.V. 0 0 UNCH 100%
UMB Bank N A MO 0 10 +10 +100%
Nations Financial Group Inc. IA ADV 0 20,480 +20,480 +100%
YHB Investment Advisors Inc. 0 541 +541 +100%
Mather Group LLC. 0 51 +51 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 294 +294 +100%
Riggs Asset Managment Co. Inc. 0 9 +9 +100%
Taylor Cottrill Erickson & Associates Inc. 0 3,257 +3,257 +100%
SpiderRock Advisors LLC 0 9,014 +9,014 +100%
Semanteon Capital Management LP 0 16,753 +16,753 +100%
Concord Wealth Partners 0 51 +51 +100%
Norden Group LLC 0 6,040 +6,040 +100%
Envestnet Portfolio Solutions Inc. 0 3,108 +3,108 +100%
nVerses Capital LLC 0 600 +600 +100%
13F Filers With Unchanged Share Count
New York State Teachers Retirement System 8,489 8,489 UNCH 0.00%
NBC Securities Inc. 250 250 UNCH 0.00%
Massmutual Trust Co. FSB ADV 2 2 UNCH 0.00%
Farmers & Merchants Investments Inc. 13 13 UNCH 0.00%
Legato Capital Management LLC 19,308 19,308 UNCH 0.00%
DekaBank Deutsche Girozentrale 708 708 UNCH 0.00%
Macroview Investment Management LLC 43 43 UNCH 0.00%
First Horizon Advisors Inc. 1,089 1,089 UNCH 0.00%
Peak Financial Management Inc. 4,865 4,865 UNCH 0.00%
Centerpoint Advisors LLC 17,793 17,793 UNCH 0.00%
Lindbrook Capital LLC 19 19 UNCH 0.00%
SYSTM Wealth Solutions LLC 23 23 UNCH 0.00%
West Paces Advisors Inc. 29 29 UNCH 0.00%
Fairman Group LLC 26 26 UNCH 0.00%
13F Filers Decreasing LMAT Share Count
Simplex Trading LLC 406 79 -327 -80.54%
GSA Capital Partners LLP 9,825 3,720 -6,105 -62.14%
Exchange Traded Concepts LLC 23,656 9,234 -14,422 -60.97%
Zurcher Kantonalbank Zurich Cantonalbank 10,875 5,753 -5,122 -47.10%
Allspring Global Investments Holdings LLC 9,709 5,704 -4,005 -41.25%
HighTower Advisors LLC 9,962 5,943 -4,019 -40.34%
Van Hulzen Asset Management LLC 23,304 13,990 -9,314 -39.97%
LSV Asset Management 2,800 1,900 -900 -32.14%
Amalgamated Bank 8,561 6,087 -2,474 -28.90%
Summit Global Investments 19,376 15,976 -3,400 -17.55%
Ausbil Investment Management Ltd 17,025 14,645 -2,380 -13.98%
KLR Investment Advisors LLC 6,182 5,564 -618 -10.00%
Mesirow Institutional Investment Management Inc. 155,682 141,123 -14,559 -9.35%
Yousif Capital Management LLC 9,870 8,965 -905 -9.17%
Oregon Public Employees Retirement Fund 5,753 5,272 -481 -8.36%
Mutual of America Capital Management LLC 37,875 35,236 -2,639 -6.97%
Bank of New York Mellon Corp 216,235 205,386 -10,849 -5.02%
Curbstone Financial Management Corp 9,100 8,750 -350 -3.85%
Signaturefd LLC 95 92 -3 -3.16%
Victory Capital Management Inc. 76,774 74,888 -1,886 -2.46%
Maryland State Retirement & Pension System 7,298 7,140 -158 -2.16%
Wealth Enhancement Advisory Services LLC 5,666 5,553 -113 -1.99%
Values First Advisors Inc. 33,617 32,969 -648 -1.93%
Riverwater Partners LLC 8,216 8,104 -112 -1.36%
Louisiana State Employees Retirement System 9,900 9,800 -100 -1.01%
State of Alaska Department of Revenue 12,190 12,071 -119 -0.98%
Geneva Capital Management LLC 904,724 900,038 -4,686 -0.52%
Commonwealth Equity Services LLC 11,029 11,012 -17 -0.15%
13F Filers Exiting LMAT
Costello Asset Management INC 203 0 -203 -100.00%
Advisory Services Network LLC 1,087 0 -1,087 -100.00%
BOK Financial Private Wealth Inc. 39 0 -39 -100.00%
CENTRAL TRUST Co 56 0 -56 -100.00%

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

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