Purchases and Sales Made in Q1 2023 in Lennar Corp (LEN)
This table provides information about the institutional ownership of Lennar Corp (LEN) during Q1 2023. The information is specifically focused on institutions that hold shares of LENNAR CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34New |
$3.13K - $3.67K
|
34
$5.15K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 66.0% |
$3.04K - $3.57K
|
83
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
33New |
$3.04K - $3.57K
|
33
$5K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 96.67% |
$2.67K - $3.13K
|
59
$8.94K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
25New |
$2.3K - $2.7K
|
25
$3.79K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25New |
$2.3K - $2.7K
|
25
$3.79K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
25+ 178.57% |
$2.3K - $2.7K
|
39
$5.91K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.21K - $2.59K
|
24
$3.64K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22+ 5.25% |
$2.02K - $2.38K
|
441
$66.8K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
22+ 0.63% |
$2.02K - $2.38K
|
3.53K
$534K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$1.93K - $2.27K
|
21
$3.18K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
21+ 26.58% |
$1.93K - $2.27K
|
100
$15.1K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
20+ 0.02% |
$1.84K - $2.16K
|
122K
$18.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 3.26% |
$1.84K - $2.16K
|
634
$96K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
19New |
$1.75K - $2.05K
|
19
$2.88K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18New |
$1.66K - $1.95K
|
18
$2.73K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 850.0% |
$1.56K - $1.84K
|
19
$2.88K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
15+ 0.51% |
$1.38K - $1.62K
|
2.95K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 15.38% |
$1.29K - $1.51K
|
105
$15.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12New |
$1.1K - $1.3K
|
12
$1.82K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
12+ 0.1% |
$1.1K - $1.3K
|
11.5K
$1.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$828 - $973
|
2.54K
$384K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 12.33% |
$828 - $973
|
82
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8+ 0.08% |
$736 - $865
|
9.81K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.23% |
$644 - $757
|
3.11K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 3.97% |
$460 - $540
|
131
$19.8K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$460 - $540
|
5
$757
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 0.7% |
$368 - $432
|
574
$86.9K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4New |
$368 - $432
|
4
$606
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.08% |
$368 - $432
|
4.83K
$731K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4New |
$368 - $432
|
4
$606
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$368 - $432
|
4
$606
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 12.0% |
$276 - $324
|
28
$4.24K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$276 - $324
|
9.62K
$1.46M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3+ 20.0% |
$276 - $324
|
18
$2.73K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.22% |
$184 - $216
|
901
$136K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.47% |
$92 - $108
|
214
$32.4K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.91% |
$92 - $108
|
111
$16.8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 33.33% |
$92 - $108
|
4
$606
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.24% |
$92 - $108
|
426
$64.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.93% |
$92 - $108
|
109
$16.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.52% |
$92 - $108
|
193
$29.2K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1- 0.03% |
$92 - $108
|
3.52K
$533K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.33% |
$184 - $216
|
606
$91.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 2.56% |
$276 - $324
|
114
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 2.21% |
$460 - $540
|
221
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 0.6% |
$736 - $865
|
1.33K
$202K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-9- 0.32% |
$828 - $973
|
2.8K
$423K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-9- 0.32% |
$828 - $973
|
2.8K
$423K
|