Institutional shares held 3.26 Million
0 calls
0 puts
Total value of holdings $128M
$0 calls
$0 puts
# of Institutions 28


Latest Institutional Activity in LSAF

Top Purchases

Q1 2025
Ubs Group Ag Shares Held: 21.7K ($849K)
Q1 2025
Great Valley Advisor Group, Inc. Shares Held: 31.7K ($1.24M)
Q1 2025
Coldstream Capital Management Inc Shares Held: 704 ($27.5K)
Q1 2025
Goldman Sachs Group Inc Shares Held: 16.6K ($649K)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 180 ($7.03K)

Top Sells

Q1 2025
Redwood Investment Management, LLC Shares Held: 1.63M ($63.8M)
Q1 2025
Private Advisor Group, LLC Shares Held: 86.9K ($3.4M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 15.7K ($612K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 14.8K ($579K)
Q1 2025
Lpl Financial LLC Shares Held: 766K ($29.9M)

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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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