Institutional Ownership Lifevantage Corp (LFVN)
This table provides information about the institutional ownership of Lifevantage Corp (LFVN). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 6.37 Million shares, which have been reported (via 13F filing form) to have a value of $85.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,579
shares
|
$21,127
0.0% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,492
shares
|
$19,962
0.0% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,428
shares
|
$19,106
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,146
shares
|
$15,333
0.0% of portfolio
|
Q1 2025
Added 418.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,040
shares
|
$13,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$13,380
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
952
shares
|
$12,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
916
shares
|
$12,256
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
669
shares
|
$8,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
663
shares
|
$8,870
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
569
shares
|
$7,613
0.0% of portfolio
|
Q1 2025
Reduced 93.15%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
556
shares
|
$7,439
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
517
shares
|
$6,917
0.0% of portfolio
|
Q1 2025
Reduced 48.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
500
shares
|
$6,690
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
400
shares
|
$5,352
0.0% of portfolio
|
Q1 2023
Reduced 27.27%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
382
shares
|
$5,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
375
shares
|
$5,017
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
310
shares
|
$4,147
0.0% of portfolio
|
Q1 2025
Reduced 96.95%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
200
shares
|
$2,676
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
176
shares
|
$2,354
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
143
shares
|
$1,913
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
143
shares
|
$1,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
100
shares
|
$1,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
62
shares
|
$829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
29
shares
|
$388
0.0% of portfolio
|
Q1 2024
New holding
|