Institutional shares held 4.17 Million
0 calls
0 puts
Total value of holdings $387M
$0 calls
$0 puts
# of Institutions 117


Latest Institutional Activity in LQDH

Top Purchases

Q4 2025
Leo Wealth, LLC Shares Held: 262K ($24.3M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 31.5K ($2.92M)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 40.3K ($3.74M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 34.4K ($3.2M)
Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 2.44K ($227K)

Top Sells

Q4 2025
Advisor Net Financial, Inc Shares Held: 2.94K ($273K)
Q4 2025
Alpine Bank Wealth Management Shares Held: 11.5K ($1.06M)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 10.4K ($962K)
Q4 2025
Fundamentun, LLC Shares Held: 8.92K ($828K)
Q4 2025
Maridea Wealth Management LLC Shares Held: 4.21K ($391K)

About LQDH

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