Institutional shares held 5.78 Million
0 calls
0 puts
Total value of holdings $109M
$0 calls
$0 puts
# of Institutions 62


Latest Institutional Activity in LDSF

Top Purchases

Q1 2025
Mutual Advisors, LLC Shares Held: 214K ($4.03M)
Q1 2025
D.A. Davidson & Co. Shares Held: 89.1K ($1.68M)
Q1 2025
Creative Financial Designs Inc Shares Held: 21.7K ($408K)
Q1 2025
Sowell Financial Services LLC Shares Held: 138K ($2.6M)
Q1 2025
Proactive Wealth Strategies LLC Shares Held: 39.7K ($747K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 77.1K ($1.45M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 105K ($1.98M)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 287K ($5.4M)
Q1 2025
Breakthru Advisory Services, LLC Shares Held: 305K ($5.73M)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 800 ($15.1K)

About LDSF

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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