Latest Institutional Transactions on Lemonade, Inc. (LMND)
This table provides information on the latest institutional transactions involving Lemonade, Inc. (LMND) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
10New |
$124 - $188
|
10
$399
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
46.3K+ 385.12% |
$572K - $872K
|
58.4K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-99.8K- 99.8% |
$1.23M - $1.88M
|
200
$7.98K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-815- 53.8% |
$10.1K - $15.3K
|
700
$27.9K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
10New |
$124 - $188
|
10
$399
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.5KNew |
$130K - $198K
|
10.5K
$419K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30+ 150.0% |
$371 - $565
|
50
$2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
237+ 1030.43% |
$2.93K - $4.46K
|
260
$10.4K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-9- 15.25% |
$111 - $169
|
50
$2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.36KNew |
$29.1K - $44.4K
|
2.36K
$94.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 11.76% |
$24.7 - $37.7
|
15
$599
|
|
|
Apr 28, 2023
Q1 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
21KNew |
$259K - $395K
|
21K
$838K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
24.1KNew |
$298K - $454K
|
24.1K
$962K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
22New |
$272 - $414
|
22
$878
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 81.55% |
$1.04K - $1.58K
|
19
$758
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-6.91K- 10.0% |
$85.3K - $130K
|
62.2K
$2.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$1.24K - $1.88K
|
100
$3.99K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-200- 66.67% |
$2.47K - $3.77K
|
100
$3.99K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
12.7K+ 9283.94% |
$164K - $308K
|
12.9K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.93K- 35.37% |
$76.5K - $143K
|
10.8K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$2.58K - $4.84K
|
200
$7.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$327K - $613K
|
25.3K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
172KNew |
$2.22M - $4.17M
|
172K
$6.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
375New |
$4.84K - $9.08K
|
375
$15K
|
|
|
Feb 13, 2023
Q4 2022
|
Triatomic Management LP
New York, NY |
BUY
|
- |
50K+ 238.1% |
$646K - $1.21M
|
71K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
80New |
$1.03K - $1.94K
|
80
$3.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
5.06KNew |
$65.3K - $122K
|
5.06K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.54KClosed |
$123K - $231K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37New |
$478 - $895
|
37
$1.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.07K+ 0.47% |
$13.8K - $25.9K
|
228K
$9.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hudson Structured Capital Management Ltd.
Stamford, CT |
BUY
|
- |
622+ 0.16% |
$8.03K - $15.1K
|
383K
$15.3M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.29K- 2.72% |
$42.5K - $79.7K
|
118K
$4.69M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
52New |
$671 - $1.26K
|
52
$2.07K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3KNew |
$38.7K - $72.6K
|
3K
$120K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-16Closed |
$207 - $387
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-75K- 84.46% |
$968K - $1.82M
|
13.8K
$551K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-233- 6.79% |
$3.01K - $5.64K
|
3.2K
$128K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$349 - $653
|
27
$1.08K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.01KNew |
$51.8K - $97.1K
|
4.01K
$160K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
147New |
$1.9K - $3.56K
|
147
$5.87K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-797- 1.26% |
$10.3K - $19.3K
|
62.2K
$2.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
85New |
$1.1K - $2.06K
|
85
$3.39K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-22- 18.8% |
$284 - $532
|
95
$3.79K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20Closed |
$375 - $620
|
0
$0
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
50New |
$937 - $1.55K
|
50
$2K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-300Closed |
$5.62K - $9.3K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-20Closed |
$375 - $620
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
314New |
$5.88K - $9.73K
|
314
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.39KNew |
$63.5K - $105K
|
3.39K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.2K+ 36.24% |
$59.9K - $99.2K
|
12K
$480K
|
|