Lument Finance Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AXA S.A. | 11/14/2024 | 3.34 M | $8.45 M | 0.00% | 6.39% |
| VANGUARD GROUP INC | 11/13/2024 | 1.62 M | $4.10 M | 0.00% | 3.10% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.41 M | $3.56 M | -2.80% | 2.69% |
| MELIA WEALTH LLC | 11/14/2024 | 702,950 | $1.78 M | 32.09% | 1.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 438,953 | $1.11 M | 2.74% | 0.84% |
| DELTEC ASSET MANAGEMENT LLC | 10/25/2024 | 399,648 | $1.01 M | -21.13% | 0.76% |
| PL CAPITAL ADVISORS, LLC | 10/29/2024 | 286,148 | $723,954 | -21.16% | 0.55% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 230,800 | $583,924 | 10.47% | 0.44% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 187,554 | $474,512 | 100.00% | 0.36% |
| STATE STREET CORP | 11/14/2024 | 107,155 | $279,675 | 0.00% | 0.20% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 11/13/2024 | 89,631 | $226,766 | 0.00% | 0.17% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 65,735 | $166,000 | 303.28% | 0.13% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/12/2024 | 65,000 | $164,450 | -13.33% | 0.12% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 64,388 | $162,902 | 100.00% | 0.12% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 10/24/2024 | 58,045 | $146,854 | 0.00% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 48,017 | $121,483 | 100.00% | 0.09% |
| BARCLAYS PLC | 11/19/2024 | 47,462 | $120,000 | 100.00% | 0.09% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10/21/2024 | 45,657 | $115,511 | 0.20% | 0.09% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 34,142 | $86,380 | 241.42% | 0.07% |
| GLENMEDE TRUST CO NA | 11/13/2024 | 33,750 | $85,387 | 100.00% | 0.06% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 29,842 | $74,000 | 27.19% | 0.06% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 26,198 | $66,281 | 72.39% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 26,000 | $65,780 | 0.00% | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 24,035 | $60,809 | 0.00% | 0.05% |
| CERITY PARTNERS LLC | 11/12/2024 | 22,715 | $59,287 | 0.00% | 0.04% |
| 11/13/2024 | 20,490 | $51,840 | 100.00% | 0.04% | |
| CITADEL ADVISORS LLC | 11/14/2024 | 14,868 | $37,616 | -77.96% | 0.03% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 14,421 | $36,486 | 100.00% | 0.03% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 11/14/2024 | 12,779 | $32,331 | 100.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 11,332 | $28,330 | 0.80% | 0.02% |
| SEI INVESTMENTS CO | 11/12/2024 | 11,279 | $28,536 | -50.23% | 0.02% |
| ARLINGTON TRUST CO LLC | 10/29/2024 | 11,000 | $27,830 | 0.00% | 0.02% |
| LION STREET ADVISORS, LLC | 10/10/2024 | 10,706 | $27,086 | 0.00% | 0.02% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 10,000 | $26,100 | 34.70% | 0.02% |
| JAMES INVESTMENT RESEARCH INC | 10/29/2024 | 10,000 | $25,300 | 0.00% | 0.02% |
| UBS GROUP AG | 11/14/2024 | 4,152 | $10,505 | 0.02% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 11/04/2024 | 3,271 | $8,275 | 3.09% | 0.01% |
| MORGAN STANLEY | 11/14/2024 | 2,855 | $7,225 | -15.16% | 0.01% |
| FMR LLC | 11/13/2024 | 843 | $2,132 | 7.66% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 439 | $1,111 | 18.97% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 348 | $880 | -93.58% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 278 | $703 | -90.23% | 0.00% |
| PLANNING CAPITAL MANAGEMENT CORP | 11/06/2024 | 253 | $640 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 193 | $488 | -95.40% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| VIDENT ADVISORY, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 11/04/2024 | 0 | $0 | -100.00% | 0.00% |
Lument Finance Trust, Inc.institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of Lument Finance Trust, Inc.. The most heavily invested institutionals were:
AXA S.A.: 3.34 M
VANGUARD GROUP INC: 1.62 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.41 M
Melia Wealth LLC: 702,950
GEODE CAPITAL MANAGEMENT, LLC: 438,953
DELTEC ASSET MANAGEMENT LLC: 399,648
18.51% of Lument Finance Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.70 M shares in the last 24 months. This purchase volume represents approximately $26.59 M in transactions.