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LOOMIS SAYLES BOND RETAIL SHARES
LOOMIS SAYLES BOND RETAIL SHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 3 Institutional holders with a total value of $1,369,176.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 B. Riley Wealth Advisors, Inc. 52,556 810,000 59.16%
2 Janney Montgomery Scott LLC 24,071 371,176 27.11%
3 DUBUQUE BANK & TRUST CO 12,180 188,000 13.73%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.