Institutional shares held 5.29 Million
0 calls
0 puts
Total value of holdings $924M
$0 calls
$0 puts
# of Institutions 195


Latest Institutional Activity in LGLV

Top Purchases

Q4 2025
Ulland Investment Advisors, LLC Shares Held: 212 ($37K)
Q4 2025
Park Avenue Securities LLC Shares Held: 1.6K ($279K)
Q4 2025
Mallini Complete Financial Planning LLC Shares Held: 2.46K ($430K)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 221K ($38.6M)
Q3 2025
Cwm, LLC Shares Held: 1.52M ($266M)

Top Sells

Q4 2025
Jbr CO Financial Management Inc Shares Held: 4.39K ($767K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 20K ($3.5M)
Q4 2025
Iowa State Bank Shares Held: 1.49K ($260K)
Q4 2025
Riversedge Advisors, LLC Shares Held: 3.92K ($685K)
Q4 2025
Hutchens & Kramer Investment Management Group, LLC Shares Held: 2.99K ($522K)

About LGLV

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