Institutional shares held 32.7 Million
0 calls
0 puts
Total value of holdings $1.98B
$0 calls
$0 puts
# of Institutions 199


Latest Institutional Activity in LRGF

Top Purchases

Q3 2024
Affinity Wealth Management LLC Shares Held: 516K ($31.2M)
Q3 2024
Kestra Investment Management, LLC Shares Held: 375K ($22.7M)
Q3 2024
Atomi Financial Group, Inc. Shares Held: 483K ($29.2M)
Q3 2024
Integrated Wealth Concepts LLC Shares Held: 731K ($44.2M)
Q3 2024
Halbert Hargrove Global Advisors, LLC Shares Held: 3.27M ($198M)

Top Sells

Q3 2024
Stokes Family Office, LLC Shares Held: 407K ($24.6M)
Q3 2024
Strategic Financial Services, Inc, Shares Held: 4.2M ($254M)
Q3 2024
Tolleson Wealth Management, Inc. Shares Held: 1.95M ($118M)
Q3 2024
Morgan Stanley Shares Held: 506K ($30.6M)
Q3 2024
Sig Fig Wealth Management, LLC Shares Held: 1.98M ($120M)

About LRGF

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