Institutional Ownership Lifevantage Corp (LFVN)
This table provides information about the institutional ownership of Lifevantage Corp (LFVN). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 4.15 Million shares, which have been reported (via 13F filing form) to have a value of $64.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,579
shares
|
$24,411
0.0% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,428
shares
|
$22,076
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,232
shares
|
$19,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
999
shares
|
$15,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
997
shares
|
$15,413
0.0% of portfolio
|
Q1 2024
Added 45.04%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
952
shares
|
$14,717
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
916
shares
|
$14,161
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
711
shares
|
$10,992
0.0% of portfolio
|
Q4 2024
Reduced 21.78%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
706
shares
|
$10,914
0.0% of portfolio
|
Q4 2024
Added 3261.9%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
661
shares
|
$10,219
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
556
shares
|
$8,595
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
500
shares
|
$7,730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
400
shares
|
$6,184
0.0% of portfolio
|
Q1 2023
Reduced 27.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
375
shares
|
$5,797
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
221
shares
|
$3,416
0.0% of portfolio
|
Q4 2024
Reduced 99.03%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$3,092
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$3,092
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
175
shares
|
$2,705
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
143
shares
|
$2,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
143
shares
|
$2,210
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
131
shares
|
$2,025
0.0% of portfolio
|
Q4 2024
Reduced 67.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
118
shares
|
$1,824
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
100
shares
|
$1,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
29
shares
|
$448
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
29
shares
|
$448
0.0% of portfolio
|
Q1 2024
New holding
|