Institutional shares held 4.18 Million
0 calls
0 puts
Total value of holdings $389M
$0 calls
$0 puts
# of Institutions 114


Latest Institutional Activity in LQDH

Top Purchases

Q3 2025
Advisor Net Financial, Inc Shares Held: 49.7K ($4.63M)
Q3 2025
Perigon Wealth Management, LLC Shares Held: 10.4K ($969K)
Q3 2025
Milestone Asset Management, LLC Shares Held: 9.13K ($851K)
Q3 2025
Able Wealth Management LLC Shares Held: 15.6K ($1.46M)
Q3 2025
Global Retirement Partners, LLC Shares Held: 15.2K ($1.42M)

Top Sells

Q3 2025
Beacon Financial Group Shares Held: 53.1K ($4.95M)
Q2 2025
Alpine Bank Wealth Management Shares Held: 18.1K ($1.68M)
Q2 2025
Assetmark, Inc Shares Held: 79K ($7.36M)
Q2 2025
Citadel Advisors LLC Shares Held: 2.35K ($219K)
Q2 2025
Bank Of America Corp Shares Held: 322K ($30M)

About LQDH

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