Institutional shares held 6.61 Million
0 calls
0 puts
Total value of holdings $263M
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in LVHD

Top Purchases

Q1 2025
Morgan Stanley Shares Held: 1.05M ($41.6M)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 79.6K ($3.17M)
Q1 2025
Efficient Advisors, LLC Shares Held: 31.5K ($1.26M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 22.9K ($913K)
Q1 2025
Sfg Wealth Management, Llc. Shares Held: 16K ($637K)

Top Sells

Q1 2025
Albion Financial Group Shares Held: 1.69K ($67.3K)
Q1 2025
Wells Fargo & Company Shares Held: 255K ($10.1M)
Q1 2025
Mill Creek Capital Advisors, LLC Shares Held: 8.01K ($319K)
Q1 2025
Avantax Advisory Services, Inc. Shares Held: 198K ($7.9M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 228K ($9.09M)

About LVHD

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