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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 133.33% |
$2.9K - $3.44K
|
35
$4.11K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
20+ 0.1% |
$2.9K - $3.44K
|
20.2K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19New |
$2.76K - $3.27K
|
19
$2.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19+ 95.0% |
$2.76K - $3.27K
|
39
$4.58K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
16+ 0.57% |
$2.32K - $2.75K
|
2.81K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.25% |
$2.18K - $2.58K
|
6.02K
$707K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15+ 0.84% |
$2.18K - $2.58K
|
1.8K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$2.18K - $2.58K
|
15
$1.76K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 2.05% |
$2.18K - $2.58K
|
748
$87.9K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13+ 0.11% |
$1.89K - $2.24K
|
12.3K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 0.16% |
$1.89K - $2.24K
|
7.97K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
12+ 4.76% |
$1.74K - $2.06K
|
264
$31K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
12New |
$1.74K - $2.06K
|
12
$1.41K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 5.26% |
$1.74K - $2.06K
|
240
$28.2K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
11+ 0.28% |
$1.6K - $1.89K
|
3.92K
$460K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10New |
$1.45K - $1.72K
|
10
$1.18K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 2.79% |
$1.45K - $1.72K
|
369
$43.4K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
9New |
$1.31K - $1.55K
|
9
$1.06K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
9+ 23.68% |
$1.31K - $1.55K
|
47
$5.53K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$1.31K - $1.55K
|
9
$1.06K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8New |
$1.16K - $1.38K
|
8
$940
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 6.35% |
$1.16K - $1.38K
|
134
$15.8K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7+ 0.43% |
$1.02K - $1.2K
|
1.65K
$194K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
7+ 1.15% |
$1.02K - $1.2K
|
615
$72.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 13.33% |
$870 - $1.03K
|
51
$6K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.41% |
$870 - $1.03K
|
1.46K
$171K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 0.21% |
$870 - $1.03K
|
2.81K
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.32% |
$725 - $860
|
1.55K
$182K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 16.67% |
$725 - $860
|
35
$4.11K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 7.46% |
$725 - $860
|
72
$8.46K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$725 - $860
|
5
$588
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.36% |
$725 - $860
|
1.4K
$165K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 133.33% |
$580 - $688
|
7
$823
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.19% |
$580 - $688
|
2.12K
$249K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.34% |
$580 - $688
|
1.18K
$139K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
4New |
$580 - $688
|
4
$470
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.13% |
$580 - $688
|
3.13K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 18.75% |
$435 - $516
|
19
$2.23K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$435 - $516
|
4.07K
$479K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 33.33% |
$435 - $516
|
12
$1.41K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 5.77% |
$435 - $516
|
55
$6.47K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 0.58% |
$435 - $516
|
517
$60.8K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 0.37% |
$435 - $516
|
814
$95.7K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 2.53% |
$290 - $344
|
81
$9.52K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.09% |
$290 - $344
|
2.21K
$259K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.23% |
$290 - $344
|
864
$102K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 10.53% |
$290 - $344
|
21
$2.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 11.11% |
$145 - $172
|
10
$1.18K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.82% |
$145 - $172
|
123
$14.5K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.62% |
$145 - $172
|
163
$19.2K
|