Institutional shares held 4.18 Million
0 calls
0 puts
Total value of holdings $388M
$0 calls
$0 puts
# of Institutions 116


Latest Institutional Activity in LQDH

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 349K ($32.4M)
Q3 2025
Raymond James Financial Inc Shares Held: 73.4K ($6.81M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 432K ($40M)
Q3 2025
Destination Wealth Management Shares Held: 858K ($79.6M)
Q3 2025
Betterment LLC Shares Held: 19.1K ($1.77M)

Top Sells

Q3 2025
Leo Wealth, LLC Shares Held: 113K ($10.5M)
Q3 2025
Assetmark, Inc Shares Held: 36.4K ($3.38M)
Q3 2025
Bank Of America Corp Shares Held: 284K ($26.4M)
Q3 2025
Beacon Financial Group Shares Held: 53.1K ($4.93M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 52K ($4.83M)

About LQDH

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