Institutional shares held 34.5 Million
0 calls
0 puts
Total value of holdings $1.99B
$0 calls
$0 puts
# of Institutions 216


Latest Institutional Activity in LRGF

Top Purchases

Q1 2025
Affinity Wealth Management LLC Shares Held: 654K ($37.6M)
Q1 2025
Cora Capital Advisors LLC Shares Held: 483K ($27.8M)
Q1 2025
Conrad Siegel Investment Advisors, Inc. Shares Held: 411K ($23.7M)
Q1 2025
Merit Financial Group, LLC Shares Held: 13.9K ($799K)
Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 1.98M ($114M)

Top Sells

Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 1.52M ($87.5M)
Q1 2025
Retirement Planning Group Shares Held: 9.93K ($571K)
Q1 2025
Sterneck Capital Management, LLC Shares Held: 93.8K ($5.4M)
Q4 2024
Strategic Financial Services, Inc, Shares Held: 3.68M ($212M)
Q4 2024
Tolleson Wealth Management, Inc. Shares Held: 1.84M ($106M)

About LRGF

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