Security key
529900102
CUSIP: 529900102
Security key
529900102
Report period
Q2 2024
Institutions
69
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Karpus Management, Inc. |
13F
Company
|
3.9%
|
$13,570,028
2,471,772 shares
|
— | 31 Mar 2024 |
| Cornerstone Advisors, LLC |
13F
Company
|
2.6%
|
$9,058,324
1,649,968 shares
|
— | 31 Mar 2024 |
| Shaker Financial Services, LLC |
13F
Company
|
2.1%
|
$7,148,947
1,302,176 shares
|
— | 31 Mar 2024 |
| LPL Financial LLC |
13F
Company
|
1.2%
|
$4,181,591
761,674 shares
|
— | 31 Mar 2024 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.7%
|
$2,446,473
445,623 shares
|
— | 31 Mar 2024 |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
Company
|
0.65%
|
$2,271,344
413,724 shares
|
— | 31 Mar 2024 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
| Investor | Q1 2026 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).