Institutional shares held 39.2 Million
0 calls
0 puts
Total value of holdings $2.7B
$0 calls
$0 puts
# of Institutions 239


Latest Institutional Activity in LRGF

Top Purchases

Q3 2025
Sig Fig Wealth Management, LLC Shares Held: 2.49M ($171M)
Q3 2025
Wells Fargo & Company Shares Held: 2.42M ($167M)
Q3 2025
Modern Wealth Management, LLC Shares Held: 649K ($44.6M)
Q3 2025
Ewa, LLC Shares Held: 706K ($48.6M)
Q3 2025
Ddfg, Inc Shares Held: 358K ($24.6M)

Top Sells

Q3 2025
Jpmorgan Chase & CO Shares Held: 1.07M ($73.9M)
Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 1.41M ($96.8M)
Q3 2025
Family Capital Trust CO Shares Held: 106K ($7.28M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 34.7K ($2.38M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 1.07M ($73.4M)

About LRGF

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