Institutional shares held 61.3 Million
0 calls
0 puts
Total value of holdings $2.25B
$0 calls
$0 puts
# of Institutions 252


Latest Institutional Activity in LVHI

Top Purchases

Q4 2025
Mor Wealth Management, LLC Shares Held: 453K ($16.6M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 70.8K ($2.6M)
Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 30.6K ($1.12M)
Q4 2025
Regatta Capital Group, LLC Shares Held: 91.8K ($3.36M)
Q4 2025
Nova Wealth Management, Inc. Shares Held: 53.1K ($1.95M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 56.7K ($2.08M)
Q4 2025
Ascent Group, LLC Shares Held: 12.8K ($471K)
Q4 2025
Bka Wealth Consulting, Inc. Shares Held: 174K ($6.39M)
Q4 2025
Park Avenue Securities LLC Shares Held: 10.6K ($390K)
Q4 2025
True Vision Mn LLC Shares Held: 19.8K ($724K)

About LVHI

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