Loomis Sayles Growth-YLSGRX
13F holders, Q3 2024 (September 30)6holders +3
3new positions
0sold out
$28.53avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, up 3 from Q2 2024. 3 opened new positions and 0 sold out. The largest holders were Maripau Wealth Management LLC ($353K), Williams Jones Wealth Management, LLC. ($267K) and PSI Advisors, LLC ($131K).
- Company
- Loomis Sayles Growth-Y
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $514K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 18,028 shares bought, net +18,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Maripau Wealth Management LLC | 0.31% | New | 12,369 | $353K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 9,344 | $267K |
| PSI Advisors, LLC | 0.04% | New | 4,603 | $131K |
| Eagle Bay Advisors LLC | 0.01% | New | 1,056 | $30K |
| Coston, McIsaac & Partners | 0.00% | No change | 113 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 104 | $3K |
"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.