Raymond James Financial
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Raymond James Financial’s Lindblad Expeditions LIND Stock Holding History

Raymond James Financial’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-203,600
Closed -$2.41M – 4892
2024
Q4 		$2.41M Buy
+203,600
New +$2.33M ﹤0.01% 2831

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Raymond James Financial's LIND Position: Q1 2025 in Review

Raymond James Financial sold out of Lindblad Expeditions (LIND) in Q1 2025, closing a stake of 203,600 shares — an estimated $2.41M sold.

Raymond James Financial first reported a position in LIND in Q4 2024 and held it in 1 quarter. The position peaked at $2.41M in Q4 2024. 153 funds tracked by Wall St. Rank hold LIND as of Q1 2025.

  • Raymond James Financial reported no remaining Lindblad Expeditions position as of Q1 2025 after selling out during the quarter.
  • Raymond James Financial sold 203,600 Lindblad Expeditions shares in Q1 2025, an estimated $2.41M.
  • Raymond James Financial first reported a position in Lindblad Expeditions in Q4 2024 and held it in 1 quarter.
  • Raymond James Financial's Lindblad Expeditions position peaked at $2.41M in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2025.

Based on Raymond James Financial's 13F filing for Q1 2025, filed 13 May 2025.