Institutional shares held 37.3 Million
0 calls
0 puts
Total value of holdings $2.56B
$0 calls
$0 puts
# of Institutions 230


Latest Institutional Activity in LRGF

Top Purchases

Q3 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 3.48M ($239M)
Q3 2025
Plancorp, LLC Shares Held: 1.81M ($124M)
Q3 2025
Cwm, LLC Shares Held: 118K ($8.11M)
Q3 2025
Sowell Financial Services LLC Shares Held: 12.5K ($858K)
Q3 2025
Jgp Wealth Management, LLC Shares Held: 7.82K ($536K)

Top Sells

Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 1.41M ($96.5M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 34.7K ($2.38M)
Q3 2025
Conrad Siegel Investment Advisors, Inc. Shares Held: 355K ($24.4M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 181K ($12.4M)
Q3 2025
Signature Resources Capital Management, LLC Shares Held: 2.11K ($145K)

About LRGF

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