Lument Finance Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AXA S.A. | 11/14/2025 | 3.34 M | $6.75 M | 0.00% | 6.38% |
| BLACKROCK, INC. | 11/12/2025 | 1.91 M | $3.86 M | 18.78% | 3.66% |
| VANGUARD GROUP INC | 11/07/2025 | 1.91 M | $3.85 M | 0.67% | 3.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.07 M | $2.16 M | 0.90% | 2.04% |
| MELIA WEALTH LLC | 11/12/2025 | 946.41 K | $1.91 M | 20.62% | 1.81% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 707.31 K | $1.43 M | -21.31% | 1.35% |
| STATE STREET CORP | 11/14/2025 | 436.56 K | $899.32 K | 4.92% | 0.83% |
| NORTHERN TRUST CORP | 11/14/2025 | 328.93 K | $664.44 K | -1.27% | 0.63% |
| DELTEC ASSET MANAGEMENT LLC | 10/24/2025 | 200.00 K | $404.00 K | 0.00% | 0.38% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 136.28 K | $275.29 K | 0.00% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 113.66 K | $229.60 K | 20.58% | 0.22% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 89.63 K | $181.06 K | 0.00% | 0.17% |
| CITADEL ADVISORS LLC | 11/14/2025 | 76.99 K | $155.52 K | 125.60% | 0.15% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 65.87 K | $133.05 K | 100.00% | 0.13% |
| BARCLAYS PLC | 11/12/2025 | 64.75 K | $130.80 K | -24.95% | 0.12% |
| JPMORGAN CHASE & CO | 11/26/2025 | 61.46 K | $124.14 K | 65.07% | 0.12% |
| MORGAN STANLEY | 11/14/2025 | 58.62 K | $118.41 K | -51.33% | 0.11% |
| NUVEEN, LLC | 11/12/2025 | 58.27 K | $117.70 K | 0.00% | 0.11% |
| BAILARD, INC. | 10/30/2025 | 54.00 K | $109.08 K | 36.62% | 0.10% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 52.84 K | $107.00 K | -19.62% | 0.10% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 46.05 K | $93.02 K | 0.20% | 0.09% |
| RHUMBLINE ADVISERS | 11/06/2025 | 43.10 K | $87.06 K | -1.30% | 0.08% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 41.70 K | $84.24 K | 0.71% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 34.99 K | $70.68 K | 19.48% | 0.07% |
| INVESCO LTD. | 11/13/2025 | 30.47 K | $61.54 K | 6.06% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 27.48 K | $59.84 K | 18.18% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 25.60 K | $51.71 K | -42.47% | 0.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 23.08 K | $47.00 K | 0.00% | 0.04% |
| INTECH INVESTMENT MANAGEMENT LLC | 11/12/2025 | 22.33 K | $45.11 K | -5.79% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 21.13 K | $42.68 K | -15.23% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 19.56 K | $39.50 K | 102.15% | 0.04% |
| JAMES INVESTMENT RESEARCH INC | 10/31/2025 | 18.00 K | $36.36 K | 80.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 18.00 K | $36.36 K | 49.64% | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 17.54 K | $35.42 K | -1.41% | 0.03% |
| UBS GROUP AG | 11/13/2025 | 17.16 K | $34.66 K | -53.24% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 16.39 K | $33.12 K | 100.00% | 0.03% |
| CERITY PARTNERS LLC | 10/22/2025 | 15.83 K | $31.98 K | -12.96% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 13.26 K | $26.78 K | -9.45% | 0.03% |
| COLONY GROUP, LLC | 11/14/2025 | 13.03 K | $26.32 K | 0.22% | 0.02% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 10/31/2025 | 11.63 K | $23.50 K | 100.00% | 0.02% |
| ARLINGTON TRUST CO LLC | 10/28/2025 | 11.00 K | $22.22 K | 0.00% | 0.02% |
| LION STREET ADVISORS, LLC | 11/10/2025 | 10.71 K | $42.82 K | 0.00% | 0.02% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 10.00 K | $20.60 K | 0.00% | 0.02% |
| STRS OHIO | 10/30/2025 | 8.60 K | $17.37 K | 0.00% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 8.21 K | $16.57 K | 100.00% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 6.00 K | $12.00 K | -39.18% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 5.84 K | $11.80 K | 5,741.00% | 0.01% |
| CITIGROUP INC | 11/10/2025 | 5.08 K | $10.25 K | -66.85% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 4.66 K | $9.41 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 4.10 K | $8.28 K | 0.00% | 0.01% |
Lument Finance Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Lument Finance Trust, Inc.. The most heavily invested institutionals were:
AXA S.A.: 3.34 M
BlackRock, Inc.: 1.91 M
VANGUARD GROUP INC: 1.91 M
GEODE CAPITAL MANAGEMENT, LLC: 1.07 M
Melia Wealth LLC: 946,406
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 707,312
23.40% of Lument Finance Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 12.44 M shares in the last 24 months. This purchase volume represents approximately $23.95 M in transactions.