Filing Research | LivaNova PLC Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	1.5MSH	$123.5M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	73.5KSH	$6.0M
3	First National Advisers, LLC	Shares	39.7KSH	$3.3M
4	Diversified Trust Co	Shares	21.7KSH	$1.8M
5	CHAPIN DAVIS, INC.	Shares	17.6KSH	$1.4M
6	Police & Firemen's Retirement System of New Jersey	Shares	16.6KSH	$1.4M
7	Louisiana State Employees Retirement System	Shares	16.1KSH	$1.3M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.5KSH	$1.3M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	14.3KSH	$1.2M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.2KSH	$1.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.4KSH	$818.0K
12	Portside Wealth Group, LLC	Shares	8.8KSH	$724.9K
13	NorthCrest Asset Manangement, LLC	Shares	5.5KSH	$450.3K
14	Sivia Capital Partners, LLC	Shares	5.5KSH	$450.0K
15	SECURIAN ASSET MANAGEMENT, INC	Shares	4.0KSH	$324.8K
16	Crossmark Global Holdings, Inc.	Shares	3.4KSH	$280.9K
17	Merit Financial Group, LLC	Shares	3.2KSH	$261.7K
18	Central Pacific Bank - Trust Division	Shares	3.1KSH	$253.5K
19	Abel Hall, LLC	Shares	2.5KSH	$202.0K
20	GAMMA Investing LLC	Shares	1.8KSH	$151.1K
21	Curated Wealth Partners LLC	Shares	70.0KSH	$78.1K
22	EverSource Wealth Advisors, LLC	Shares	926SH	$76.1K
23	LANARK FINANCIAL, INC.	Shares	463SH	$38.1K
24	Farther Finance Advisors, LLC	Shares	283SH	$23.3K
25	IFP Advisors, Inc	Shares	254SH	$20.9K
26	Financial Management Professionals, Inc.	Shares	244SH	$20.1K
27	Crewe Advisors LLC	Shares	204SH	$16.8K
28	True Wealth Design, LLC	Shares	193SH	$15.9K
29	Versant Capital Management, Inc	Shares	184SH	$15.1K
30	SJS Investment Consulting Inc.	Shares	158SH	$13.0K
31	Sachetta, LLC	Shares	122SH	$10.0K
32	SIGNATUREFD, LLC	Shares	108SH	$8.9K
33	Cedar Mountain Advisors, LLC	Shares	84SH	$6.9K
34	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	71SH	$5.8K
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	61.4KSH	$5.1K
36	Valued Wealth Advisors LLC	Shares	59SH	$4.9K
37	Spire Wealth Management	Shares	53SH	$4.4K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	51SH	$4.2K
39	JFS WEALTH ADVISORS, LLC	Shares	39SH	$3.2K
40	Fortitude Family Office, LLC	Shares	32SH	$2.6K
41	Owl Creek Wealth Partners LLC	Shares	25SH	$2.1K
42	AMALGAMATED BANK	Shares	23.4KSH	$1.9K
43	Handelsbanken Fonder AB	Shares	20.6KSH	$1.7K
44	Wealth Enhancement Trust Services, Inc.	Shares	18SH	$1.5K
45	SBI Securities Co., Ltd.	Shares	15SH	$1.2K
46	Creative Capital Management Investments LLC	Shares	14SH	$1.2K
47	Activest Wealth Management	Shares	11SH	$905
48	MassMutual Private Wealth & Trust, FSB	Shares	11SH	$905
49	State of Alaska, Department of Revenue	Shares	8.7KSH	$716
50	Trust Co	Shares	7SH	$576

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Manager changes2026-06-30 vs 2026-03-31

50 / 60 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+227.4K	+$42.5M	$123.5M
2	First National Advisers, LLC new	Shares	+39.7K	+$3.3M	$3.3M
3	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+16.4K	+$2.4M	$6.0M
4	Diversified Trust Co added	Shares	+660	+$446.9K	$1.8M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$406.6K	$1.4M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$329.8K	$818.0K
7	CHAPIN DAVIS, INC. unchanged	Shares	0	+$328.6K	$1.4M
8	Louisiana State Employees Retirement System added	Shares	+300	+$319.7K	$1.3M
9	Merit Financial Group, LLC new	Shares	+3.2K	+$261.7K	$261.7K
10	Portside Wealth Group, LLC added	Shares	+1.5K	+$261.5K	$724.9K
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-829	+$237.3K	$1.3M
12	Sivia Capital Partners, LLC added	Shares	+1.9K	+$221.5K	$450.0K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-531	+$211.8K	$1.1M
14	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-1.0K	+$202.6K	$1.2M
15	Abel Hall, LLC new	Shares	+2.5K	+$202.0K	$202.0K
16	NorthCrest Asset Manangement, LLC added	Shares	+341	+$124.0K	$450.3K
17	Curated Wealth Partners LLC new	Shares	+70.0K	+$78.1K	$78.1K
18	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$69.0K	$324.8K
19	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$63.8K	$280.9K
20	Central Pacific Bank - Trust Division added	Shares	+20	+$58.8K	$253.5K
21	GAMMA Investing LLC added	Shares	+283	+$52.3K	$151.1K
22	Sachetta, LLC new	Shares	+122	+$10.0K	$10.0K
23	LANARK FINANCIAL, INC. unchanged	Shares	0	+$8.6K	$38.1K
24	SIGNATUREFD, LLC added	Shares	+97	+$8.2K	$8.9K
25	Crewe Advisors LLC added	Shares	+64	+$7.9K	$16.8K
26	Versant Capital Management, Inc added	Shares	+69	+$7.8K	$15.1K
27	SJS Investment Consulting Inc. added	Shares	+34	+$5.1K	$13.0K
28	Valued Wealth Advisors LLC new	Shares	+59	+$4.9K	$4.9K
29	IFP Advisors, Inc trimmed	Shares	-1	+$4.7K	$20.9K
30	Financial Management Professionals, Inc. unchanged	Shares	0	+$4.6K	$20.1K
31	True Wealth Design, LLC added	Shares	+7	+$4.0K	$15.9K
32	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.6K	$6.9K
33	Wealth Enhancement Trust Services, Inc. new	Shares	+18	+$1.5K	$1.5K
34	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. unchanged	Shares	0	+$1.3K	$5.8K
35	Creative Capital Management Investments LLC new	Shares	+14	+$1.2K	$1.2K
36	Spire Wealth Management unchanged	Shares	0	+$989	$4.4K
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$952	$4.2K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.5K	+$927	$5.1K
39	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$728	$3.2K
40	Fortitude Family Office, LLC added	Shares	+2	+$724	$2.6K
41	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$467	$2.1K
42	AMALGAMATED BANK trimmed	Shares	-246	+$421	$1.9K
43	Handelsbanken Fonder AB unchanged	Shares	0	+$385	$1.7K
44	SBI Securities Co., Ltd. unchanged	Shares	0	+$280	$1.2K
45	LRI Investments, LLC new	Shares	+3	+$247	$247
46	Physician Wealth Advisors, Inc. new	Shares	+3	+$247	$247
47	Activest Wealth Management unchanged	Shares	0	+$206	$905
48	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$206	$905
49	State of Alaska, Department of Revenue trimmed	Shares	-78	+$157	$716
50	Trust Co unchanged	Shares	0	+$131	$576

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