Institutional Ownership Latham Group, Inc. (SWIM)
This table provides information about the institutional ownership of Latham Group, Inc. (SWIM). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 50.9 Million shares, which have been reported (via 13F filing form) to have a value of $331 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
237
shares
|
$1,540
0.0% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
200
shares
|
$1,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
189
shares
|
$1,228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
167
shares
|
$1,085
0.0% of portfolio
|
Q2 2025
Reduced 97.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
166
shares
|
$1,079
0.0% of portfolio
|
Q3 2025
Added 26.72%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
113
shares
|
$734
0.0% of portfolio
|
Q2 2025
Reduced 30.25%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
110
shares
|
$715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
90
shares
|
$585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
76
shares
|
$494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
45
shares
|
$292
0.0% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9
shares
|
$58
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
2
shares
|
$13
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q2 2025
Reduced 98.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|