Institutional shares held 4.17 Million
0 calls
0 puts
Total value of holdings $386M
$0 calls
$0 puts
# of Institutions 114


Latest Institutional Activity in LQDH

Top Purchases

Q2 2025
Envestnet Asset Management Inc Shares Held: 396K ($36.6M)
Q2 2025
Leo Wealth, LLC Shares Held: 241K ($22.3M)
Q2 2025
Resources Investment Advisors, Llc. Shares Held: 46.8K ($4.33M)
Q2 2025
Integrated Wealth Concepts LLC Shares Held: 43.5K ($4.03M)
Q2 2025
United Capital Financial Advisers, LLC Shares Held: 25.7K ($2.38M)

Top Sells

Q2 2025
Milestone Asset Management, LLC Shares Held: 7.3K ($676K)
Q2 2025
Alpine Bank Wealth Management Shares Held: 18.1K ($1.67M)
Q2 2025
Assetmark, Inc Shares Held: 79K ($7.32M)
Q2 2025
Citadel Advisors LLC Shares Held: 2.35K ($218K)
Q2 2025
Bank Of America Corp Shares Held: 322K ($29.8M)

About LQDH

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