HoldingsChannel.com



Institutional Holders of LMBS

There is a long list of 369 institutional holders of LMBS within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of LMBS by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-LMBS table below, the initial column indicates the name of each top institutional holder of LMBS, with a link to that fund's top holdings. The next columns indicate the amount of LMBS stock held by each of the institutional holders of LMBS, followed by the LMBS position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley12,278,558$593,300 12/31/2023
     LMBS12,278,558$593,300 12/31/2023
LPL Financial LLC6,045,937$292,140 12/31/2023
     LMBS6,045,937$292,140 12/31/2023
Wells Fargo & Company MN4,406,887$212,941 12/31/2023
     LMBS4,406,887$212,941 12/31/2023
UBS Group AG3,498,247$169,035 12/31/2023
     LMBS3,498,247$169,035 12/31/2023
Royal Bank of Canada2,361,568$114,110 12/31/2023
     LMBS2,361,568$114,110 12/31/2023
Raymond James Financial Services Advisors Inc.2,086,256$100,808 12/31/2023
     LMBS2,086,256$100,808 12/31/2023
Bank of America Corp DE1,523,414$73,611 12/31/2023
     LMBS1,523,414$73,611 12/31/2023
Envestnet Asset Management Inc.1,389,185$67,125 12/31/2023
     LMBS1,389,185$67,125 12/31/2023
Global Assets Advisory LLC1,290,892$62,286 03/31/2024
     LMBS1,290,892$62,286 03/31/2024
First Trust Advisors LP1,094,917$52,906 12/31/2023
     LMBS1,094,917$52,906 12/31/2023
Advisor Group Holdings Inc.1,019,217$49,258 12/31/2023
     LMBS1,019,217$49,258 12/31/2023
Stifel Financial Corp1,000,186$48,329 12/31/2023
     LMBS1,000,186$48,329 12/31/2023
Berger Financial Group Inc826,865$39,896 03/31/2024
     LMBS826,865$39,896 03/31/2024
Raymond James & Associates797,809$38,550 12/31/2023
     LMBS797,809$38,550 12/31/2023
Csenge Advisory Group638,118$30,834 12/31/2023
     LMBS638,118$30,834 12/31/2023
Commonwealth Equity Services LLC562,725$27,191 12/31/2023
     LMBS562,725$27,191 12/31/2023
American Financial Advisors LLC535,882$25,894 12/31/2023
     LMBS535,882$25,894 12/31/2023
Concurrent Investment Advisors LLC512,284$24,754 12/31/2023
     LMBS512,284$24,754 12/31/2023
Trilogy Capital Inc.471,010$22,726 03/31/2024
     LMBS471,010$22,726 03/31/2024
Petix & Botte Co462,110$22,329 12/31/2023
     LMBS462,110$22,329 12/31/2023
Stephens Inc. AR411,375$19,878 12/31/2023
     LMBS411,375$19,878 12/31/2023
Northwestern Mutual Wealth Management Co.410,815$19,850 12/31/2023
     LMBS410,815$19,850 12/31/2023
HighTower Advisors LLC395,489$19,092 12/31/2023
     LMBS395,489$19,092 12/31/2023
Cambridge Investment Research Advisors Inc.387,766$18,737 12/31/2023
     LMBS387,766$18,737 12/31/2023
Searcy Financial Services Inc. ADV379,817$18,326 03/31/2024
     LMBS379,817$18,326 03/31/2024
Cetera Investment Advisers372,861$18,017 12/31/2023
     LMBS372,861$18,017 12/31/2023
Cetera Advisor Networks LLC361,383$17,462 12/31/2023
     LMBS361,383$17,462 12/31/2023
Baird Financial Group Inc.357,284$17,264 12/31/2023
     LMBS357,284$17,264 12/31/2023
Obermeyer Wood Investment Counsel Lllp326,471$15,775 12/31/2023
     LMBS326,471$15,775 12/31/2023
AE Wealth Management LLC309,458$14,897 12/31/2023
     LMBS309,458$14,897 12/31/2023
TL Private Wealth304,795$14,639 03/31/2024
     LMBS304,795$14,639 03/31/2024
Renaissance Technologies LLC302,669$14,625 12/31/2023
     LMBS302,669$14,625 12/31/2023
TD Capital Management LLC301,297$14,559 12/31/2023
     LMBS301,297$14,559 12/31/2023
Private Advisor Group LLC298,208$14,409 12/31/2023
     LMBS298,208$14,409 12/31/2023
Truist Financial Corp294,483$14,229 12/31/2023
     LMBS294,483$14,229 12/31/2023
ERn Financial LLC290,236$14,004 03/31/2024
     LMBS290,236$14,004 03/31/2024
TAP Consulting LLC277,944$13,430 12/31/2023
     LMBS277,944$13,430 12/31/2023
Inspirion Wealth Advisors LLC272,811$13,163 03/31/2024
     LMBS272,811$13,163 03/31/2024
Financial Planning & Information Services Inc.271,201$13,104 12/31/2023
     LMBS271,201$13,104 12/31/2023
Kestra Advisory Services LLC268,870$12,992 12/31/2023
     LMBS268,870$12,992 12/31/2023
Aaron Wealth Advisors267,307$12,916 12/31/2023
     LMBS267,307$12,916 12/31/2023
Clifford Swan Investment Counsel LLC256,309$12,367 03/31/2024
     LMBS256,309$12,367 03/31/2024
Weitzel Financial Services Inc.256,075$12,302 03/31/2024
     LMBS256,075$12,302 03/31/2024
Kestra Private Wealth Services LLC253,571$12,253 12/31/2023
     LMBS253,571$12,253 12/31/2023
Personal Resources Investment & Strategic Management Inc.251,667$12,143 03/31/2024
     LMBS251,667$12,143 03/31/2024
Darwin Advisors LLC238,786$11,538 12/31/2023
     LMBS238,786$11,538 12/31/2023
Stratos Wealth Advisors LLC239,027$11,533 03/31/2024
     LMBS239,027$11,533 03/31/2024
IFP Advisors Inc235,234$11,367 12/31/2023
     LMBS235,234$11,367 12/31/2023
RiverTree Advisors LLC232,924$11,239 03/31/2024
     LMBS232,924$11,239 03/31/2024
Condor Capital Management232,064$11,213 12/31/2023
     LMBS232,064$11,213 12/31/2023

See All: Funds Holding LMBS
See Details: Top 10 Hedge Funds Holding LMBS
Also See: LMBS Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree LMBS Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of LMBS | 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.