Institutional shares held 18.6 Million
0 calls
0 puts
Total value of holdings $564M
$0 calls
$0 puts
# of Institutions 127


Latest Institutional Activity in LVHI

Top Purchases

Q2 2024
Raymond James & Associates Shares Held: 457K ($13.9M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 494K ($15M)
Q2 2024
Great Valley Advisor Group, Inc. Shares Held: 840K ($25.5M)
Q2 2024
Cwm, LLC Shares Held: 205K ($6.22M)
Q2 2024
Cherry Creek Investment Advisors, Inc. Shares Held: 27.5K ($834K)

Top Sells

Q2 2024
Csenge Advisory Group Shares Held: 13.2K ($400K)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 65.4K ($1.98M)
Q2 2024
Trilogy Capital Inc. Shares Held: 53.6K ($1.63M)
Q2 2024
Raymond James Trust N.A. Shares Held: 19.3K ($585K)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 31.4K ($953K)

About LVHI

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