HolderBook

LUMOS PHARMA INC (LUMO)

Institutional ownership reported to the SEC as of Q3 2024, across 19 quarters.

28
Reporting holders
$8.1M
Reported value
0.0%
Calls
0.0%
Puts
-7
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Private Advisor Group, LLC$2.9M744,5130.02%11q+2380.6%+$2.8M
GOLDMAN SACHS GROUP INC$1.4M362,1980.00%12q-10.9%-$171.9K
VANGUARD GROUP INC$944.6K244,0820.00%19qHELD
RENAISSANCE TECHNOLOGIES LLC$827.5K213,8140.00%19q-0.9%-$7.7K
Jefferies Financial Group Inc.$466.9K120,6510.00%8qHELD
Greenwich Wealth Management LLC$295.0K76,3410.02%7qHELD
WELLS FARGO & COMPANY/MN$251.5K64,9810.00%19q-84.3%-$1.4M
GEODE CAPITAL MANAGEMENT, LLC$213.5K55,1480.00%19q+8.7%+$17.1K
BlackRock, Inc.$154.1K39,8250.00%newFIRST
Lion Point Capital, LP$153.2K39,5890.34%19q-56.4%-$198.2K
DIMENSIONAL FUND ADVISORS LP$97.8K25,2780.00%19q-14.6%-$16.7K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$76.0K19,6430.00%19q-28.9%-$31.0K
Bank of New York Mellon Corp$45.9K11,8580.00%16qHELD
Wealth Advisors of Iowa, LLC$45.3K11,6990.02%19qHELD
STATE STREET CORP$43.5K11,2370.00%14qHELD
TWO SIGMA INVESTMENTS, LP$43.1K11,1300.00%4q-41.3%-$30.2K
Key Financial Inc$42.3K10,9270.01%10qHELD
ADAR1 Capital Management, LLC$38.7K10,0000.01%newNEW
UBS Group AG$25.4K6,5570.00%newNEW
Paladin Advisory Group, LLC$17.0K4,3870.01%12qHELD
BANK OF AMERICA CORP /DE/$7.0K1,8000.00%8qHELD
Tower Research Capital LLC (TRC)$4.7K1,2250.00%12q-65.8%-$9.1K
West Financial Advisors, LLC$3.0K7840.00%16qHELD
OSAIC HOLDINGS, INC.$1.1K2900.00%19q-6.5%
MORGAN STANLEY$6421660.00%19q-40.1%
JPMORGAN CHASE & CO$100260.00%6qHELD
Live Oak Investment Partners$43110.00%7qHELD
JONES FINANCIAL COMPANIES LLLP$1640.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202428$8.1M2,088,16422100.0%
Q2 202435$4.8M2,077,9724750.0%
Q1 202435$6.1M2,176,8022860.0%
Q4 202336$7.5M2,367,5493450.0%
Q3 202333$8.1M2,440,66117100.0%
Q2 202334$7.9M2,393,8102560.0%
Q1 202334$7.4M2,232,9142840.0%
Q4 202236$9.3M2,391,7819550.2%
Q3 202233$23.0M2,562,6261490.2%
Q2 202235$18.9M2,399,23544100.2%
Q1 202234$23.3M2,481,3533550.0%
Q4 202136$18.8M2,701,7685660.2%
Q3 202133$27.3M2,866,2784680.0%
Q2 202135$32.1M3,202,76854110.0%
Q1 202135$38.8M3,315,52561240.0%
Q4 202044$134.6M3,769,53597110.0%
Q3 202035$50.2M3,634,9463790.0%
Q2 202040$62.1M3,562,20361085.4%
Q1 202044$30.0M3,279,14744007.1%