Institutional shares held 4.18 Million
0 calls
0 puts
Total value of holdings $382M
$0 calls
$0 puts
# of Institutions 100


Latest Institutional Activity in LQDH

Top Purchases

Q1 2025
Milestone Asset Management, LLC Shares Held: 413K ($37.7M)
Q1 2025
Alpine Bank Wealth Management Shares Held: 251K ($22.9M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 214K ($19.5M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 26.3K ($2.4M)
Q1 2025
Columbia Advisory Partners LLC Shares Held: 37.5K ($3.42M)

Top Sells

Q1 2025
Beacon Financial Group Shares Held: 72.7K ($6.63M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 3.01K ($275K)
Q1 2025
Private Trust CO Na Shares Held: 130 ($11.9K)
Q4 2024
Morgan Stanley Shares Held: 69.4K ($6.33M)
Q4 2024
Cetera Investment Advisers Shares Held: 6.91K ($630K)

About LQDH

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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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