Institutional shares held 60.8 Million
0 calls
12.1K puts
Total value of holdings $2.23B
$0 calls
$442K puts
# of Institutions 250


Latest Institutional Activity in LVHI

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 8.58M ($314M)
Q3 2025
Bank Of America Corp Shares Held: 3.35M ($123M)
Q3 2025
High Tower Advisors, LLC Shares Held: 1.34M ($49.1M)
Q3 2025
Morgan Stanley Shares Held: 3.63M ($133M)
Q3 2025
Csenge Advisory Group Shares Held: 595K ($21.8M)

Top Sells

Q3 2025
Jane Street Group, LLC Shares Held: 226K ($8.28M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.33M ($48.7M)
Q3 2025
Assetmark, Inc Shares Held: 2.43M ($89.1M)
Q3 2025
Titleist Asset Management, LLC Shares Held: 47.2K ($1.73M)
Q3 2025
Insight Wealth Strategies, LLC Shares Held: 586K ($21.5M)

About LVHI

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