Institutional shares held 3.45 Million
0 calls
0 puts
Total value of holdings $321M
$0 calls
$0 puts
# of Institutions 88


Latest Institutional Activity in LQDH

Top Purchases

Q3 2024
Assetmark, Inc Shares Held: 182K ($16.9M)
Q3 2024
Redhawk Wealth Advisors, Inc. Shares Held: 138K ($12.8M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 98.1K ($9.12M)
Q3 2024
Ubs Group Ag Shares Held: 58.1K ($5.4M)
Q3 2024
Destination Wealth Management Shares Held: 780K ($72.5M)

Top Sells

Q3 2024
Capital Investment Advisory Services, LLC Shares Held: 101K ($9.39M)
Q3 2024
Bank Of America Corp Shares Held: 304K ($28.3M)
Q3 2024
Ameritas Advisory Services, LLC Shares Held: 16.4K ($1.52M)
Q3 2024
Beacon Financial Group Shares Held: 97.9K ($9.1M)
Q3 2024
Royal Bank Of Canada Shares Held: 23.9K ($2.22M)

About LQDH

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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