Financial Management Professionals’s LivaNova LIVN Stock Holding History

Financial Management Professionals’s Portfolio LIVN Stock Details LIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1K	Hold	244	–	–	﹤0.01%	451
2026 Q1	$15.5K	Buy	244 +3	+1%	+$193	﹤0.01%	455
2025 Q4	$14.8K	Buy	241 +237	+5,925%	+$13.5K	﹤0.01%	461
2025 Q3	$210	Buy	+4	New	+$201	﹤0.01%	918
2025 Q1	–	Sell	-5	Closed	-$232	–	1028
2024 Q4	$232	Hold	5	–	–	﹤0.01%	949
2024 Q3	$0	Buy	5 +3	+150%	+$149	﹤0.01%	993
2024 Q2	$0	Hold	2	–	–	﹤0.01%	973
2024 Q1	$0	Hold	2	–	–	﹤0.01%	1022
2023 Q4	$0	Hold	2	–	–	﹤0.01%	1002
2023 Q3	$0	Hold	2	–	–	﹤0.01%	978
2023 Q2	$0	Buy	+2	New	+$94	﹤0.01%	1031
2023 Q1	–	Sell	-3	Closed	–	–	1079
2022 Q4	$0	Sell	3 -1	-25%	-$51	﹤0.01%	1012
2022 Q3	$0	Buy	+4	New	+$237	﹤0.01%	1032

Other funds holding LIVN

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return