Institutional Ownership Liveperson Inc (LPSN)
This table provides information about the institutional ownership of Liveperson Inc (LPSN). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 32.6 Million shares, which have been reported (via 13F filing form) to have a value of $49.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
16,000
shares
|
$24,320
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,349
shares
|
$21,810
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
12,202
shares
|
$18,547
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
12,125
shares
|
$18,430
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,355
shares
|
$17,259
0.0% of portfolio
|
Q3 2024
Reduced 95.04%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,015
shares
|
$15,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,006
shares
|
$15,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$15,200
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,888
shares
|
$10,469
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$7,600
0.0% of portfolio
|
Q3 2024
Reduced 49.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,937
shares
|
$5,984
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,285
shares
|
$4,993
0.0% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,789
shares
|
$4,239
0.0% of portfolio
|
Q3 2024
Reduced 73.97%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,333
shares
|
$2,026
0.0% of portfolio
|
Q2 2024
Reduced 98.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
674
shares
|
$1,024
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
644
shares
|
$978
0.0% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
480
shares
|
$729
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
262
shares
|
$398
0.0% of portfolio
|
Q1 2024
Reduced 99.59%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
250
shares
|
$380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
200
shares
|
$304
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
197
shares
|
$299
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
133
shares
|
$202
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
40
shares
|
$60
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
28
shares
|
$42
0.0% of portfolio
|
Q4 2023
Reduced 92.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
10
shares
|
$15
0.0% of portfolio
|
Q2 2024
New holding
|