HoldingsChannel.com
LNT Holdings Changes image
This page summarizes the LNT 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 LNT 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 LNT Share Count
Massmutual Trust Co. FSB ADV 341 2,015 +1,674 +490.91%
Fortitude Family Office LLC 21 62 +41 +195.24%
PFG Investments LLC 4,450 7,795 +3,345 +75.17%
Brookstone Capital Management 4,455 7,096 +2,641 +59.28%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,552 8,488 +1,936 +29.55%
CWM LLC 15,386 19,686 +4,300 +27.95%
West Financial Advisors LLC 10,768 13,767 +2,999 +27.85%
Criterion Capital Advisors LLC 299 374 +75 +25.08%
BKM Wealth Management LLC 2,408 3,002 +594 +24.67%
GAMMA Investing LLC 7,108 8,186 +1,078 +15.17%
Annex Advisory Services LLC 9,775 10,886 +1,111 +11.37%
Accel Wealth Management 5,536 6,083 +547 +9.88%
Town & Country Bank & Trust CO dba First Bankers Trust CO 43,999 48,055 +4,056 +9.22%
Spirit of America Management Corp NY 3,350 3,650 +300 +8.96%
Steele Capital Management Inc. 5,590 6,075 +485 +8.68%
Ellsworth Advisors LLC 77,892 83,990 +6,098 +7.83%
Rise Advisors LLC 4,624 4,958 +334 +7.22%
Capital Advisors Ltd. LLC 1,584 1,698 +114 +7.20%
Alpha Omega Wealth Management LLC 51,342 54,865 +3,523 +6.86%
Godsey & Gibb Associates 330,876 353,281 +22,405 +6.77%
Raymond James & Associates 212,915 223,967 +11,052 +5.19%
United Asset Strategies Inc. 67,437 70,505 +3,068 +4.55%
DekaBank Deutsche Girozentrale 50,629 52,049 +1,420 +2.80%
IFM Investors Pty Ltd 79,165 80,805 +1,640 +2.07%
Raymond James Trust N.A. 8,906 9,033 +127 +1.43%
Gateway Investment Advisers LLC 353,584 357,579 +3,995 +1.13%
Strategic Blueprint LLC 18,288 18,486 +198 +1.08%
Weitzel Financial Services Inc. 6,954 7,016 +62 +0.89%
City State Bank 70,521 70,952 +431 +0.61%
Quad Cities Investment Group LLC 5,935 5,967 +32 +0.54%
Czech National Bank 44,693 44,899 +206 +0.46%
Hennion & Walsh Asset Management Inc. 26,555 26,669 +114 +0.43%
Bowman & Co S.C. 4,588 4,604 +16 +0.35%
Thompson Investment Management Inc. 1,815 1,818 +3 +0.17%
State of Michigan Retirement System 69,859 69,959 +100 +0.14%
NBT Bank N A NY 2,758 2,761 +3 +0.11%
MBE Wealth Management LLC 22,292 22,307 +15 +0.07%
13F Filers Reporting New Positions In LNT
WASHINGTON TRUST Co 0 250 +250 +100%
Northwest Investment Counselors LLC 0 460 +460 +100%
Exchange Traded Concepts LLC 0 18,102 +18,102 +100%
Mather Group LLC. 0 2,330 +2,330 +100%
Catalyst Capital Advisors LLC 0 349 +349 +100%
Riverview Trust Co 0 247 +247 +100%
WoodTrust Financial Corp 0 6,203 +6,203 +100%
Lloyd Advisory Services LLC. 0 15,405 +15,405 +100%
Wolff Wiese Magana LLC 0 5 +5 +100%
Iron Horse Wealth Management LLC 0 2,465 +2,465 +100%
Thrive Wealth Management LLC 0 8,498 +8,498 +100%
Simplicity Wealth LLC 0 9,173 +9,173 +100%
Christopher J. Hasenberg Inc 0 630 +630 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 631 631 UNCH 0.00%
Carret Asset Management LLC 4,200 4,200 UNCH 0.00%
Leavell Investment Management Inc. 5,335 5,335 UNCH 0.00%
M&R Capital Management Inc. 2,158 2,158 UNCH 0.00%
First Fiduciary Investment Counsel Inc. 6,000 6,000 UNCH 0.00%
First Community Trust NA 6,155 6,155 UNCH 0.00%
Bangor Savings Bank 193 193 UNCH 0.00%
Hanson & Doremus Investment Management 10,753 10,753 UNCH 0.00%
Busey Wealth Management 6,287 6,287 UNCH 0.00%
Harbor Investment Advisory LLC 420 420 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 833 833 UNCH 0.00%
Gulf International Bank UK Ltd 20,953 20,953 UNCH 0.00%
MCF Advisors LLC 465 465 UNCH 0.00%
First Bank & Trust 8,212 8,212 UNCH 0.00%
Shepherd Financial Partners LLC 4,000 4,000 UNCH 0.00%
Pinnacle Bank 160 160 UNCH 0.00%
Uncommon Cents Investing LLC 8,554 8,554 UNCH 0.00%
Northwest Capital Management Inc 25 25 UNCH 0.00%
Sound Income Strategies LLC 29 29 UNCH 0.00%
VERITY Wealth Advisors 16,443 16,443 UNCH 0.00%
Maryland State Retirement & Pension System 19,181 19,181 UNCH 0.00%
Pacifica Partners Inc. 125 125 UNCH 0.00%
Parcion Private Wealth LLC 7,024 7,024 UNCH 0.00%
Hummer Financial Advisory Services Inc 4,700 4,700 UNCH 0.00%
Royal Fund Management LLC 4,412 4,412 UNCH 0.00%
IAG Wealth Partners LLC 1,692 1,692 UNCH 0.00%
Hoese & Co LLP 50 50 UNCH 0.00%
SOA Wealth Advisors LLC. 241 241 UNCH 0.00%
Financial Freedom LLC 451 451 UNCH 0.00%
Financial Perspectives Inc 133 133 UNCH 0.00%
Tyche Wealth Partners LLC 9,107 9,107 UNCH 0.00%
Wetzel Investment Advisors Inc. 500 500 UNCH 0.00%
13F Filers Decreasing LNT Share Count
Venturi Wealth Management LLC 10,426 306 -10,120 -97.07%
Assenagon Asset Management S.A. 532,726 35,693 -497,033 -93.30%
Versant Capital Management Inc 1,593 111 -1,482 -93.03%
Financial Management Professionals Inc. 618 87 -531 -85.92%
NBC Securities Inc. 60,547 8,587 -51,960 -85.82%
Hexagon Capital Partners LLC 246 75 -171 -69.51%
Valley National Advisers Inc. 145 70 -75 -51.72%
Bruce G. Allen Investments LLC 19 11 -8 -42.11%
Raymond James Financial Services Advisors Inc. 86,792 53,854 -32,938 -37.95%
Miller Howard Investments Inc. NY 31,192 22,430 -8,762 -28.09%
Farmers & Merchants Investments Inc. 6,351 4,570 -1,781 -28.04%
Wedge Capital Management L L P NC 114,615 82,634 -31,981 -27.90%
LexAurum Advisors LLC 5,935 4,477 -1,458 -24.57%
Barrett & Company Inc. 456 350 -106 -23.25%
Coastal Investment Advisors Inc. 7,383 5,822 -1,561 -21.14%
Spire Wealth Management 4,650 3,671 -979 -21.05%
WBH Advisory Inc. 6,856 5,432 -1,424 -20.77%
AdvisorNet Financial Inc 3,659 2,925 -734 -20.06%
Alaska Permanent Fund Corp 5,027 4,053 -974 -19.38%
CVA Family Office LLC 218 178 -40 -18.35%
Wealthfront Advisers LLC 28,119 23,857 -4,262 -15.16%
Arvest Investments Inc. 37,703 32,009 -5,694 -15.10%
Amalgamated Bank 62,626 53,329 -9,297 -14.85%
MV Capital Management Inc. 375 336 -39 -10.40%
Global Retirement Partners LLC 1,158 1,038 -120 -10.36%
Chatham Capital Group Inc. 17,090 15,350 -1,740 -10.18%
Marino Stram & Associates LLC 12,265 11,050 -1,215 -9.91%
Everett Harris & Co. CA 23,646 21,346 -2,300 -9.73%
Nations Financial Group Inc. IA ADV 24,310 22,038 -2,272 -9.35%
RDA Financial Network 8,156 7,432 -724 -8.88%
SJS Investment Consulting Inc. 26 24 -2 -7.69%
State of Alaska Department of Revenue 41,522 38,347 -3,175 -7.65%
Fifth Third Bancorp 32,547 30,158 -2,389 -7.34%
Allspring Global Investments Holdings LLC 192,316 179,227 -13,089 -6.81%
Lynch & Associates IN 7,207 6,716 -491 -6.81%
Ellenbecker Investment Group 9,182 8,657 -525 -5.72%
Cambridge Investment Research Advisors Inc. 97,404 92,149 -5,255 -5.40%
IVC Wealth Advisors LLC 5,106 4,833 -273 -5.35%
Hartford Investment Management Co. 17,222 16,323 -899 -5.22%
Wealth Enhancement Advisory Services LLC 45,167 43,355 -1,812 -4.01%
Oakworth Capital Inc. 1,993 1,917 -76 -3.81%
Hennessy Advisors Inc. 32,950 31,850 -1,100 -3.34%
Louisiana State Employees Retirement System 15,400 14,900 -500 -3.25%
Legacy Private Trust Co. 6,000 5,820 -180 -3.00%
Oxler Private Wealth LLC 9,427 9,165 -262 -2.78%
Regions Financial Corp 680,167 664,804 -15,363 -2.26%
First Hawaiian Bank 20,441 20,123 -318 -1.56%
New Mexico Educational Retirement Board 13,100 12,900 -200 -1.53%
Private Trust Co. NA 2,015 1,999 -16 -0.79%
Chicago Capital LLC 14,479 14,379 -100 -0.69%
OLD National Bancorp IN 6,916 6,877 -39 -0.56%
Centennial Wealth Advisory LLC 5,896 5,866 -30 -0.51%
Sumitomo Mitsui Trust Holdings Inc. 634,559 632,037 -2,522 -0.40%
Stratos Wealth Partners LTD. 4,643 4,630 -13 -0.28%
13F Filers Exiting LNT
Arlington Trust Co LLC 33 0 -33 -100.00%
McGlone Suttner Wealth Management Inc. 734 0 -734 -100.00%
Advisor Resource Council 8,175 0 -8,175 -100.00%
International Assets Investment Management LLC 45,503 0 -45,503 -100.00%
Oak Thistle LLC 6,535 0 -6,535 -100.00%
Trust Point Inc. 5,134 0 -5,134 -100.00%
JJJ Advisors Inc. 1,656 0 -1,656 -100.00%
Carlson Capital Management 5,894 0 -5,894 -100.00%
LVW Advisors LLC 4,015 0 -4,015 -100.00%
Gradient Investments LLC 1,522 0 -1,522 -100.00%
Central Bank & Trust Co. 257 0 -257 -100.00%

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

LNT Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.