Purchases and Sales Made in Q1 2024 in Lennar Corp (LEN)
This table provides information about the institutional ownership of Lennar Corp (LEN) during Q1 2024. 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 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
24+ 31.58% |
$3.48K - $4.13K
|
100
$11K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
23+ 0.96% |
$3.34K - $3.96K
|
2.42K
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 0.74% |
$3.34K - $3.96K
|
3.11K
$341K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 1.64% |
$3.05K - $3.61K
|
1.3K
$143K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
20+ 0.1% |
$2.9K - $3.44K
|
20.2K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 133.33% |
$2.9K - $3.44K
|
35
$3.84K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19+ 95.0% |
$2.76K - $3.27K
|
39
$4.28K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19New |
$2.76K - $3.27K
|
19
$2.08K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
16+ 0.57% |
$2.32K - $2.75K
|
2.81K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$2.18K - $2.58K
|
15
$1.65K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 2.05% |
$2.18K - $2.58K
|
748
$82.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15+ 0.84% |
$2.18K - $2.58K
|
1.8K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.25% |
$2.18K - $2.58K
|
6.02K
$660K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13+ 0.11% |
$1.89K - $2.24K
|
12.3K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 0.16% |
$1.89K - $2.24K
|
7.97K
$874K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
12+ 4.76% |
$1.74K - $2.06K
|
264
$29K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 5.26% |
$1.74K - $2.06K
|
240
$26.3K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
12New |
$1.74K - $2.06K
|
12
$1.32K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
11+ 0.28% |
$1.6K - $1.89K
|
3.92K
$429K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10New |
$1.45K - $1.72K
|
10
$1.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 2.79% |
$1.45K - $1.72K
|
369
$40.5K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
9New |
$1.31K - $1.55K
|
9
$987
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
9+ 23.68% |
$1.31K - $1.55K
|
47
$5.16K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$1.31K - $1.55K
|
9
$987
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 6.35% |
$1.16K - $1.38K
|
134
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8New |
$1.16K - $1.38K
|
8
$878
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
7+ 1.15% |
$1.02K - $1.2K
|
615
$67.5K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7+ 0.43% |
$1.02K - $1.2K
|
1.65K
$181K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.41% |
$870 - $1.03K
|
1.46K
$160K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 0.21% |
$870 - $1.03K
|
2.81K
$308K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 13.33% |
$870 - $1.03K
|
51
$5.59K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.32% |
$725 - $860
|
1.55K
$169K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$725 - $860
|
5
$549
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.36% |
$725 - $860
|
1.4K
$154K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 7.46% |
$725 - $860
|
72
$7.9K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 16.67% |
$725 - $860
|
35
$3.84K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.13% |
$580 - $688
|
3.13K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.19% |
$580 - $688
|
2.12K
$233K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
4New |
$580 - $688
|
4
$439
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.34% |
$580 - $688
|
1.18K
$129K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 133.33% |
$580 - $688
|
7
$768
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$435 - $516
|
4.07K
$447K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 33.33% |
$435 - $516
|
12
$1.32K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.37% |
$435 - $516
|
814
$89.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 0.58% |
$435 - $516
|
517
$56.7K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 18.75% |
$435 - $516
|
19
$2.08K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 5.77% |
$435 - $516
|
55
$6.03K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.09% |
$290 - $344
|
2.21K
$242K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 2.53% |
$290 - $344
|
81
$8.89K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.23% |
$290 - $344
|
864
$94.8K
|