Institutional shares held 6.62 Million
0 calls
0 puts
Total value of holdings $260M
$0 calls
$0 puts
# of Institutions 96


Latest Institutional Activity in LVHD

Top Purchases

Q1 2025
Sfg Wealth Management, Llc. Shares Held: 16K ($635K)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 6.68K ($265K)
Q1 2025
North Capital, Inc. Shares Held: 1.51K ($60.1K)
Q1 2025
Pallas Capital Advisors LLC Shares Held: 17.8K ($706K)
Q1 2025
Private Trust CO Na Shares Held: 1.47K ($58.2K)

Top Sells

Q1 2025
Albion Financial Group Shares Held: 1.69K ($67.1K)
Q1 2025
Xml Financial, LLC Shares Held: 40.7K ($1.62M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 52.6K ($2.09M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 36.9K ($1.46M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 58.1K ($2.3M)

About LVHD

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