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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 12,278,558 | $593,300 | 12/31/2023 |
LMBS | 12,278,558 | $593,300 | 12/31/2023 |
LPL Financial LLC | 6,045,937 | $292,140 | 12/31/2023 |
LMBS | 6,045,937 | $292,140 | 12/31/2023 |
Wells Fargo & Company MN | 4,406,887 | $212,941 | 12/31/2023 |
LMBS | 4,406,887 | $212,941 | 12/31/2023 |
UBS Group AG | 3,498,247 | $169,035 | 12/31/2023 |
LMBS | 3,498,247 | $169,035 | 12/31/2023 |
Royal Bank of Canada | 2,361,568 | $114,110 | 12/31/2023 |
LMBS | 2,361,568 | $114,110 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 2,086,256 | $100,808 | 12/31/2023 |
LMBS | 2,086,256 | $100,808 | 12/31/2023 |
Bank of America Corp DE | 1,523,414 | $73,611 | 12/31/2023 |
LMBS | 1,523,414 | $73,611 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,389,185 | $67,125 | 12/31/2023 |
LMBS | 1,389,185 | $67,125 | 12/31/2023 |
Global Assets Advisory LLC | 1,290,892 | $62,286 | 03/31/2024 |
LMBS | 1,290,892 | $62,286 | 03/31/2024 |
First Trust Advisors LP | 1,094,917 | $52,906 | 12/31/2023 |
LMBS | 1,094,917 | $52,906 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,019,217 | $49,258 | 12/31/2023 |
LMBS | 1,019,217 | $49,258 | 12/31/2023 |
Stifel Financial Corp | 1,000,186 | $48,329 | 12/31/2023 |
LMBS | 1,000,186 | $48,329 | 12/31/2023 |
Berger Financial Group Inc | 826,865 | $39,896 | 03/31/2024 |
LMBS | 826,865 | $39,896 | 03/31/2024 |
Raymond James & Associates | 797,809 | $38,550 | 12/31/2023 |
LMBS | 797,809 | $38,550 | 12/31/2023 |
Csenge Advisory Group | 638,118 | $30,834 | 12/31/2023 |
LMBS | 638,118 | $30,834 | 12/31/2023 |
Commonwealth Equity Services LLC | 562,725 | $27,191 | 12/31/2023 |
LMBS | 562,725 | $27,191 | 12/31/2023 |
American Financial Advisors LLC | 535,882 | $25,894 | 12/31/2023 |
LMBS | 535,882 | $25,894 | 12/31/2023 |
Concurrent Investment Advisors LLC | 512,284 | $24,754 | 12/31/2023 |
LMBS | 512,284 | $24,754 | 12/31/2023 |
Trilogy Capital Inc. | 471,010 | $22,726 | 03/31/2024 |
LMBS | 471,010 | $22,726 | 03/31/2024 |
Petix & Botte Co | 462,110 | $22,329 | 12/31/2023 |
LMBS | 462,110 | $22,329 | 12/31/2023 |
Stephens Inc. AR | 411,375 | $19,878 | 12/31/2023 |
LMBS | 411,375 | $19,878 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 410,815 | $19,850 | 12/31/2023 |
LMBS | 410,815 | $19,850 | 12/31/2023 |
HighTower Advisors LLC | 395,489 | $19,092 | 12/31/2023 |
LMBS | 395,489 | $19,092 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 387,766 | $18,737 | 12/31/2023 |
LMBS | 387,766 | $18,737 | 12/31/2023 |
Searcy Financial Services Inc. ADV | 379,817 | $18,326 | 03/31/2024 |
LMBS | 379,817 | $18,326 | 03/31/2024 |
Cetera Investment Advisers | 372,861 | $18,017 | 12/31/2023 |
LMBS | 372,861 | $18,017 | 12/31/2023 |
Cetera Advisor Networks LLC | 361,383 | $17,462 | 12/31/2023 |
LMBS | 361,383 | $17,462 | 12/31/2023 |
Baird Financial Group Inc. | 357,284 | $17,264 | 12/31/2023 |
LMBS | 357,284 | $17,264 | 12/31/2023 |
Obermeyer Wood Investment Counsel Lllp | 326,471 | $15,775 | 12/31/2023 |
LMBS | 326,471 | $15,775 | 12/31/2023 |
AE Wealth Management LLC | 309,458 | $14,897 | 12/31/2023 |
LMBS | 309,458 | $14,897 | 12/31/2023 |
TL Private Wealth | 304,795 | $14,639 | 03/31/2024 |
LMBS | 304,795 | $14,639 | 03/31/2024 |
Renaissance Technologies LLC | 302,669 | $14,625 | 12/31/2023 |
LMBS | 302,669 | $14,625 | 12/31/2023 |
TD Capital Management LLC | 301,297 | $14,559 | 12/31/2023 |
LMBS | 301,297 | $14,559 | 12/31/2023 |
Private Advisor Group LLC | 298,208 | $14,409 | 12/31/2023 |
LMBS | 298,208 | $14,409 | 12/31/2023 |
Truist Financial Corp | 294,483 | $14,229 | 12/31/2023 |
LMBS | 294,483 | $14,229 | 12/31/2023 |
ERn Financial LLC | 290,236 | $14,004 | 03/31/2024 |
LMBS | 290,236 | $14,004 | 03/31/2024 |
TAP Consulting LLC | 277,944 | $13,430 | 12/31/2023 |
LMBS | 277,944 | $13,430 | 12/31/2023 |
Inspirion Wealth Advisors LLC | 272,811 | $13,163 | 03/31/2024 |
LMBS | 272,811 | $13,163 | 03/31/2024 |
Financial Planning & Information Services Inc. | 271,201 | $13,104 | 12/31/2023 |
LMBS | 271,201 | $13,104 | 12/31/2023 |
Kestra Advisory Services LLC | 268,870 | $12,992 | 12/31/2023 |
LMBS | 268,870 | $12,992 | 12/31/2023 |
Aaron Wealth Advisors | 267,307 | $12,916 | 12/31/2023 |
LMBS | 267,307 | $12,916 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 256,309 | $12,367 | 03/31/2024 |
LMBS | 256,309 | $12,367 | 03/31/2024 |
Weitzel Financial Services Inc. | 256,075 | $12,302 | 03/31/2024 |
LMBS | 256,075 | $12,302 | 03/31/2024 |
Kestra Private Wealth Services LLC | 253,571 | $12,253 | 12/31/2023 |
LMBS | 253,571 | $12,253 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 251,667 | $12,143 | 03/31/2024 |
LMBS | 251,667 | $12,143 | 03/31/2024 |
Darwin Advisors LLC | 238,786 | $11,538 | 12/31/2023 |
LMBS | 238,786 | $11,538 | 12/31/2023 |
Stratos Wealth Advisors LLC | 239,027 | $11,533 | 03/31/2024 |
LMBS | 239,027 | $11,533 | 03/31/2024 |
IFP Advisors Inc | 235,234 | $11,367 | 12/31/2023 |
LMBS | 235,234 | $11,367 | 12/31/2023 |
RiverTree Advisors LLC | 232,924 | $11,239 | 03/31/2024 |
LMBS | 232,924 | $11,239 | 03/31/2024 |
Condor Capital Management | 232,064 | $11,213 | 12/31/2023 |
LMBS | 232,064 | $11,213 | 12/31/2023 |
See All: Funds Holding LMBS
See Details: Top 10 Hedge Funds Holding LMBS
Also See: LMBS Holdings Changes
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