Lord Abbett Floating Rate-ILFRIX
13F holders, Q3 2024 (September 30)2holders
0new positions
0sold out
$8.15avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Lord Abbett Floating Rate-I (LFRIX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Encompass Wealth Advisors, LLC ($129K) and Financial Gravity Companies, Inc. ($7K).
- Company
- Lord Abbett Floating Rate-I
- CUSIP
- 543916134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 130 shares bought, net +130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Encompass Wealth Advisors, LLC | 0.03% | Add +0.8% | 15,846 | $129K |
| Financial Gravity Companies, Inc. | 0.00% | — | 811 | $7K |
"% of holder's portfolio" is LFRIX's weight in each manager's 13F, not the share of Lord Abbett Floating Rate-I the manager owns.