NATIXIS LOOMIS FOCUSED GRWTH (LSGR) Institutional Ownership Changes & 13F Activity
NATIXIS LOOMIS FOCUSED GRWTH (LSGR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Loomis Sayles & Co L P, Ameriprise Financial Inc, Cerity Partners Llc, Raymond James Financial Inc, and Baird Financial Group, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +10,441 | +4.8% | 226,245 | $9.53M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +22,226 | — | 22,226 | $936.38K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +14,773 | — | 14,773 | $622.39K | Q2 2026 | Sep 02, 2026 |
| Loomis Sayles & Co L P | Buy | +600,490 | +8.0% | 8,087,491 | $340.73M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +412,285 | — | 412,285 | $17.37M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +315,304 | +27.5% | 1,460,978 | $61.55M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +241,083 | +12.7% | 2,135,806 | $89.98M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +117,253 | +59.2% | 315,461 | $13.29M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +82,268 | +17.4% | 554,280 | $23.35M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -20,247 | -77.8% | 5,780 | $243.51K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +17,634 | — | 17,634 | $742.94K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +17,280 | +1724.6% | 18,282 | $770.21K | Q2 2026 | Aug 14, 2026 |
| Clifford Group, Llc | Sell | -16,942 | -10.0% | 152,854 | $6.44M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +12,157 | — | 12,157 | $512.38K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +6,524 | +2.4% | 281,075 | $11.84M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +6,331 | — | 6,331 | $266.73K | Q2 2026 | Aug 14, 2026 |
| Atlanta Consulting Group Advisors, Llc | Buy | +3,481 | +13.2% | 29,855 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +1,363 | +0.6% | 243,189 | $10.25M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -1,337 | -0.1% | 905,571 | $38.15M | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors Llc | Sell | -288 | -3.3% | 8,466 | $356.67K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +3,693 | — | 3,693 | $155.59K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +115 | +16.4% | 815 | $34.34K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +100 | — | 100 | $4.21K | Q2 2026 | Aug 13, 2026 |
| Legacy Capital Wealth Management, Llc | Sell | -79 | -1.4% | 5,580 | $235.09K | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | Buy | +177,512 | +638.5% | 205,315 | $8.65M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +910 | — | 910 | $38.34K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +621 | — | 621 | $26.11K | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, Llc | Buy | +5,768 | — | 5,768 | $243.01K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -34 | -0.1% | 27,241 | $1.15M | Q2 2026 | Aug 11, 2026 |
| Level Four Advisory Services, Llc | Sell | -906 | -11.0% | 7,299 | $307.51K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about LSGR activity
Which institutional owners are buying LSGR?
Institutional owners buying LSGR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LSGR activity?
"Buy" means an investor increased their reported position in LSGR compared to the prior reporting period. This reflects growing exposure to NATIXIS LOOMIS FOCUSED GRWTH (LSGR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LSGR increasing?
Institutional interest in LSGR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.