Latest Institutional Transactions on Lifevantage Corp (LFVN)
This table provides information on the latest institutional transactions involving Lifevantage Corp (LFVN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
175New |
$964 - $2.28K
|
175
$2.34K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.83K- 1.87% |
$22K - $30.5K
|
201K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-92- 6.05% |
$529 - $731
|
1.43K
$19.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
500New |
$2.88K - $3.98K
|
500
$6.69K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-43- 34.68% |
$247 - $342
|
81
$1.08K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3New |
$17.3 - $23.9
|
3
$40.1
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-750- 66.67% |
$4.31K - $5.96K
|
375
$5.02K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
143New |
$759 - $1K
|
143
$1.91K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
25New |
$133 - $175
|
25
$335
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.23K+ 6.3% |
$6.51K - $8.59K
|
20.7K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29New |
$154 - $203
|
29
$388
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.13K+ 50.4% |
$27.2K - $35.9K
|
15.3K
$205K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
29New |
$154 - $203
|
29
$388
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 10.0% |
$5.31 - $7.01
|
11
$147
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$184 - $347
|
42
$562
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
286New |
$1.25K - $2.36K
|
286
$3.83K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-437- 2.98% |
$1.84K - $3.28K
|
14.2K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-5.2K- 20.08% |
$21.9K - $39.1K
|
20.7K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.1KNew |
$84.7K - $151K
|
20.1K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
73New |
$308 - $548
|
73
$977
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
250New |
$1.06K - $1.88K
|
250
$3.35K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
200New |
$844 - $1.5K
|
200
$2.68K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.69KNew |
$7.11K - $12.7K
|
1.69K
$22.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
965New |
$2.93K - $5.31K
|
965
$12.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
556New |
$1.69K - $3.06K
|
556
$7.44K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
58.9KNew |
$179K - $324K
|
58.9K
$788K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
14.6KNew |
$44.3K - $80.2K
|
14.6K
$195K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.93KNew |
$8.91K - $16.1K
|
2.93K
$39.2K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-40.7K- 49.34% |
$133K - $163K
|
41.8K
$559K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$652 - $800
|
200
$2.68K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 27.27% |
$489 - $600
|
400
$5.35K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
68.9KNew |
$250K - $278K
|
68.9K
$922K
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-8.64K- 45.35% |
$31.4K - $34.8K
|
10.4K
$139K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.07K- 7.73% |
$3.74K - $4.84K
|
12.8K
$171K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20+ 0.79% |
$69.6 - $90.2
|
2.56K
$34.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1.01K+ 9.59% |
$3.5K - $4.54K
|
11.5K
$154K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.9KNew |
$14.9K - $19.1K
|
3.9K
$52.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-62.4KClosed |
$238K - $305K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-300Closed |
$1.15K - $1.47K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
200New |
$764 - $978
|
200
$2.68K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
916New |
$3.5K - $4.48K
|
916
$12.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.2KNew |
$42.8K - $54.8K
|
11.2K
$150K
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.27KNew |
$15.5K - $21.8K
|
3.27K
$43.8K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-214Closed |
$1.01K - $1.43K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-26- 2.68% |
$123 - $174
|
945
$12.6K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100New |
$474 - $668
|
100
$1.34K
|
|
|
May 16, 2022
Q1 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-11.7K- 19.84% |
$55.6K - $78.4K
|
47.4K
$634K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.8KClosed |
$118K - $166K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-13.8KClosed |
$65.5K - $92.3K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-572Closed |
$2.71K - $3.82K
|
0
$0
|
|