LOOMIS SAYLES FUNDS II - LSGRX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 3,730 | 123 | 0.03% | 0.03% | 1 | +82 | 2.25% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 667 | 22 | 0.01% | — | 2 | +667 | New | Q4 2025 | Feb 18, 2026 |
| Motiv8 Investments LLC | History | New | 607 | 20 | 0.01% | — | 3 | +607 | New | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 580 | 19 | 0.0% | 0.0% | 4 | +13 | 2.29% | Q4 2025 | Feb 13, 2026 |
| PSI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,649 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 05, 2025 |