Purchases and Sales Made in Q4 2023 in Lennar Corp (LEN)
This table provides information about the institutional ownership of Lennar Corp (LEN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
38+ 1.99% |
$3.92K - $5.88K
|
1.94K
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
34+ 0.77% |
$3.5K - $5.26K
|
4.47K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
34+ 1.39% |
$3.5K - $5.26K
|
2.48K
$272K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
34New |
$3.5K - $5.26K
|
34
$3.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
34+ 11.81% |
$3.5K - $5.26K
|
322
$35.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 54.24% |
$3.3K - $4.95K
|
91
$9.98K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
32+ 1.35% |
$3.3K - $4.95K
|
2.41K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 10.83% |
$2.68K - $4.03K
|
266
$29.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26New |
$2.68K - $4.03K
|
26
$2.85K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
25+ 0.08% |
$2.58K - $3.87K
|
31.4K
$3.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
25New |
$2.58K - $3.87K
|
25
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
24+ 82.76% |
$2.47K - $3.72K
|
53
$5.81K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
24+ 0.54% |
$2.47K - $3.72K
|
4.48K
$491K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 7.43% |
$2.27K - $3.41K
|
318
$34.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22+ 275.0% |
$2.27K - $3.41K
|
30
$3.29K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
20New |
$2.06K - $3.1K
|
20
$2.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
20New |
$2.06K - $3.1K
|
20
$2.19K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
19New |
$1.96K - $2.94K
|
19
$2.08K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
18+ 0.96% |
$1.86K - $2.79K
|
1.9K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
17+ 1.88% |
$1.75K - $2.63K
|
919
$101K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16New |
$1.65K - $2.48K
|
16
$1.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16+ 0.08% |
$1.65K - $2.48K
|
19.3K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
16+ 0.53% |
$1.65K - $2.48K
|
3.01K
$330K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 34.88% |
$1.55K - $2.32K
|
58
$6.36K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
15New |
$1.55K - $2.32K
|
15
$1.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 7.0% |
$1.44K - $2.17K
|
214
$23.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13+ 0.5% |
$1.34K - $2.01K
|
2.59K
$284K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1.29% |
$1.13K - $1.7K
|
862
$94.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10New |
$1.03K - $1.55K
|
10
$1.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.25% |
$1.03K - $1.55K
|
4.02K
$441K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 40.91% |
$928 - $1.39K
|
31
$3.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8New |
$825 - $1.24K
|
8
$878
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7New |
$721 - $1.08K
|
7
$768
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 13.46% |
$721 - $1.08K
|
59
$6.47K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 1.64% |
$721 - $1.08K
|
435
$47.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.22% |
$721 - $1.08K
|
3.13K
$343K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
6+ 0.34% |
$618 - $929
|
1.79K
$197K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.33% |
$515 - $774
|
1.52K
$167K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 9.76% |
$412 - $619
|
45
$4.94K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 10.0% |
$412 - $619
|
44
$4.83K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 36.36% |
$412 - $619
|
15
$1.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 12.0% |
$309 - $464
|
28
$3.07K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.16% |
$309 - $464
|
1.83K
$200K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.03% |
$309 - $464
|
9.32K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 2.38% |
$206 - $310
|
86
$9.43K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.47% |
$103 - $155
|
216
$23.7K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1+ 0.32% |
$103 - $155
|
316
$34.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.11% |
$103 - $155
|
937
$103K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$103 - $155
|
1.59K
$174K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1New |
$103 - $155
|
1
$110
|