Loomis Sayles Growth-YLSGRX
13F holders, Q1 2025 (March 31)3holders
2new positions
2sold out
$26.77avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were PSI Advisors, LLC ($173K), Coston, McIsaac & Partners ($3K) and Ascentis Wealth Management, LLC ($2K).
- Company
- Loomis Sayles Growth-Y
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $175K |
| Exits | 2 | $226K |
All 13F filers, Q4 2024 → Q1 2025: 6,525 shares bought and 7,630 shares sold, net −1,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| PSI Advisors, LLC | 0.06% | New | 6,463 | $173K |
| Coston, McIsaac & Partners | 0.00% | No change | 119 | $3K |
| Ascentis Wealth Management, LLC | 0.00% | New | 62 | $2K |
"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.