Institutional Ownership Lufax Holding LTD (LU)
This table provides information about the institutional ownership of Lufax Holding LTD (LU). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,249,600
shares
|
$3.01 Million
0.0% of portfolio
|
Q2 2023
Added 6.52%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
59,500
shares
|
$143,395
0.0% of portfolio
|
Q1 2023
Reduced 9.71%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,991
shares
|
$110,838
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,363
shares
|
$80,404
0.0% of portfolio
|
Q3 2022
Added 85.08%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,520
shares
|
$63,913
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
26,274
shares
|
$63,320
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,681
shares
|
$28,151
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$3,615
0.0% of portfolio
|
Q1 2021
Added 301.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
449
shares
|
$1,082
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
299
shares
|
$720
0.0% of portfolio
|
Q2 2024
Reduced 78.13%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
292
shares
|
$703
0.0% of portfolio
|
Q1 2024
Reduced 92.34%
|