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 $49.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
500
shares
|
$7,100
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
404
shares
|
$5,736
0.0% of portfolio
|
Q3 2024
Added 164.05%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
400
shares
|
$5,680
0.0% of portfolio
|
Q1 2023
Reduced 27.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
375
shares
|
$5,325
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
200
shares
|
$2,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$2,840
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$2,840
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
175
shares
|
$2,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
175
shares
|
$2,485
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
143
shares
|
$2,030
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
143
shares
|
$2,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
117
shares
|
$1,661
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
29
shares
|
$411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
29
shares
|
$411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
29
shares
|
$411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
25
shares
|
$355
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
21
shares
|
$298
0.0% of portfolio
|
Q3 2024
Reduced 98.83%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
11
shares
|
$156
0.0% of portfolio
|
Q1 2024
Added 10.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|