Institutional Ownership Liveperson Inc (LPSN)
This table provides information about the institutional ownership of Liveperson Inc (LPSN). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $238 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
13,650
shares
|
$69,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
13,370
shares
|
$68,053
0.0% of portfolio
|
Q3 2025
Added 1014.17%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,015
shares
|
$50,976
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$50,900
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
7,783
shares
|
$39,615
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,888
shares
|
$35,059
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,000
shares
|
$25,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,545
shares
|
$23,134
0.0% of portfolio
|
Q3 2025
Reduced 65.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,507
shares
|
$17,850
0.0% of portfolio
|
Q3 2025
Reduced 79.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,050
shares
|
$10,434
0.0% of portfolio
|
Q2 2025
Added 21.66%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,325
shares
|
$6,744
0.0% of portfolio
|
Q3 2025
Reduced 56.56%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,100
shares
|
$5,599
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
674
shares
|
$3,430
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
197
shares
|
$1,002
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
133
shares
|
$676
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
64
shares
|
$325
0.0% of portfolio
|
Q1 2025
Reduced 75.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
45
shares
|
$229
0.0% of portfolio
|
Q2 2025
Reduced 98.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20
shares
|
$101
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
10
shares
|
$50
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|