Institutional shares held 37.8 Million
0 calls
0 puts
Total value of holdings $2.59B
$0 calls
$0 puts
# of Institutions 233


Latest Institutional Activity in LRGF

Top Purchases

Q3 2025
Sig Fig Wealth Management, LLC Shares Held: 2.49M ($171M)
Q3 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 3.48M ($239M)
Q3 2025
Plancorp, LLC Shares Held: 1.81M ($124M)
Q3 2025
Pettinga Financial Advisors, LLC Shares Held: 474K ($32.5M)
Q3 2025
Cwm, LLC Shares Held: 118K ($8.11M)

Top Sells

Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 1.41M ($96.5M)
Q3 2025
Family Capital Trust CO Shares Held: 106K ($7.25M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 34.7K ($2.38M)
Q3 2025
Phillips Financial Management, LLC Shares Held: 357K ($24.5M)
Q3 2025
Conrad Siegel Investment Advisors, Inc. Shares Held: 355K ($24.4M)

About LRGF

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