Institutional Ownership Lifevantage Corp (LFVN)
This table provides information about the institutional ownership of Lifevantage Corp (LFVN). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 3.85 Million shares, which have been reported (via 13F filing form) to have a value of $54.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
20,700
shares
|
$286,281
0.0% of portfolio
|
Q3 2023
Reduced 20.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
20,675
shares
|
$285,935
0.0% of portfolio
|
Q1 2024
Added 6.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
14,932
shares
|
$206,509
0.0% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
14,573
shares
|
$201,544
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
14,262
shares
|
$197,243
0.0% of portfolio
|
Q3 2024
Added 1426100.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,216
shares
|
$196,607
0.0% of portfolio
|
Q3 2023
Reduced 2.98%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,720
shares
|
$189,747
0.01% of portfolio
|
Q2 2024
Added 8.72%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
12,588
shares
|
$174,092
0.03% of portfolio
|
Q3 2024
Reduced 45.48%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,361
shares
|
$170,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
11,274
shares
|
$155,919
0.07% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
8,964
shares
|
$123,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,275
shares
|
$59,123
0.0% of portfolio
|
Q3 2024
Added 467.73%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,107
shares
|
$56,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,541
shares
|
$48,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,270
shares
|
$45,224
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
2,075
shares
|
$28,697
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,686
shares
|
$23,317
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,428
shares
|
$19,749
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,379
shares
|
$19,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,213
shares
|
$16,775
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
997
shares
|
$13,788
0.0% of portfolio
|
Q2 2024
Reduced 31.05%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
916
shares
|
$12,668
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
909
shares
|
$12,571
0.0% of portfolio
|
Q3 2024
Added 81.8%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
659
shares
|
$9,113
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
556
shares
|
$7,689
0.0% of portfolio
|
Q2 2023
New holding
|