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LSXMK Holdings Changes image
This page summarizes the LSXMK 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 LSXMK 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 LSXMK Share Count
Harbor Investment Advisory LLC 20 203 +183 +915.00%
Denali Advisors LLC 28 58 +30 +107.14%
MV Capital Management Inc. 1 2 +1 +100.00%
Hi Line Capital Management LLC 411,327 662,276 +250,949 +61.01%
GAMMA Investing LLC 224 332 +108 +48.21%
NBC Securities Inc. 300 360 +60 +20.00%
CWM LLC 1,621 1,752 +131 +8.08%
Atlas Capital Advisors LLC 8,311 8,746 +435 +5.23%
DNB Asset Management AS 25,139 25,701 +562 +2.24%
Wealth Enhancement Advisory Services LLC 45,899 46,320 +421 +0.92%
Beach Investment Counsel Inc. PA 7,480 7,482 +2 +0.03%
13F Filers Reporting New Positions In LSXMK
Check Capital Management Inc. CA 0 200,832 +200,832 +100%
Raymond James & Associates 0 61,109 +61,109 +100%
Northwest Investment Counselors LLC 0 462 +462 +100%
Raymond James Financial Services Advisors Inc. 0 145,010 +145,010 +100%
Mather Group LLC. 0 835 +835 +100%
Sunbelt Securities Inc. 0 64 +64 +100%
Coastal Investment Advisors Inc. 0 302 +302 +100%
Bromfield Sneider Wealth Advisors 0 500 +500 +100%
13F Filers With Unchanged Share Count
First Hawaiian Bank 23,788 23,788 UNCH 0.00%
Baldwin Brothers Inc. MA 800 800 UNCH 0.00%
Optimum Investment Advisors 202 202 UNCH 0.00%
Massmutual Trust Co. FSB ADV 16 16 UNCH 0.00%
State of Alaska Department of Revenue 230,737 230,737 UNCH 0.00%
Legato Capital Management LLC 91,668 91,668 UNCH 0.00%
Capital Advisors Ltd. LLC 105 105 UNCH 0.00%
R.H. Dinel Investment Counsel Inc. 18,706 18,706 UNCH 0.00%
JJJ Advisors Inc. 6 6 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 42 42 UNCH 0.00%
IFM Investors Pty Ltd 26,422 26,422 UNCH 0.00%
Northwest Capital Management Inc 114 114 UNCH 0.00%
Versant Capital Management Inc 84 84 UNCH 0.00%
Maryland State Retirement & Pension System 12,356 12,356 UNCH 0.00%
CVA Family Office LLC 80 80 UNCH 0.00%
Rosenberg Matthew Hamilton 10 10 UNCH 0.00%
Cannon Global Investment Management LLC 13,200 13,200 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 15,208 15,208 UNCH 0.00%
Allspring Global Investments Holdings LLC 39 39 UNCH 0.00%
SJS Investment Consulting Inc. 61 61 UNCH 0.00%
Bruce G. Allen Investments LLC 64 64 UNCH 0.00%
13F Filers Decreasing LSXMK Share Count
Mad River Investors 4,698 4,127 -571 -12.15%
Sumitomo Mitsui Trust Holdings Inc. 387,165 385,032 -2,133 -0.55%
Menlo Advisors LLC 30,550 30,410 -140 -0.46%
M&R Capital Management Inc. 32,816 32,748 -68 -0.21%
13F Filers Exiting LSXMK
Citadel Investment Advisory Inc. 7,962 0 -7,962 -100.00%
Oak Thistle LLC 26,495 0 -26,495 -100.00%
Weiss Multi Strategy Advisers LLC 613,136 0 -613,136 -100.00%

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

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