Institutional shares held 6.62 Million
0 calls
0 puts
Total value of holdings $263M
$0 calls
$0 puts
# of Institutions 97


Latest Institutional Activity in LVHD

Top Purchases

Q1 2025
Sfg Wealth Management, Llc. Shares Held: 16K ($636K)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 6.68K ($265K)
Q1 2025
North Capital, Inc. Shares Held: 1.51K ($60.2K)
Q1 2025
Pallas Capital Advisors LLC Shares Held: 17.8K ($707K)
Q1 2025
Private Trust CO Na Shares Held: 1.47K ($58.3K)

Top Sells

Q1 2025
Albion Financial Group Shares Held: 1.69K ($67.2K)
Q1 2025
Xml Financial, LLC Shares Held: 40.7K ($1.62M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 52.6K ($2.09M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 36.9K ($1.47M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 58.1K ($2.31M)

About LVHD

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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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