Purchases and Sales Made in Q4 2023 in Lamb Weston Holdings, Inc. (LW)
This table provides information about the institutional ownership of Lamb Weston Holdings, Inc. (LW) during Q4 2023. The information is specifically focused on institutions that hold shares of Lamb Weston Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50New |
$4.16K - $5.41K
|
50
$2.67K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50New |
$4.16K - $5.41K
|
50
$2.67K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
49New |
$4.08K - $5.3K
|
49
$2.61K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
43+ 14.19% |
$3.58K - $4.65K
|
346
$18.4K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.73% |
$3.41K - $4.43K
|
2.41K
$129K
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
35New |
$2.91K - $3.78K
|
35
$1.87K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34+ 0.26% |
$2.83K - $3.68K
|
13.1K
$699K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 6.01% |
$2.5K - $3.24K
|
529
$28.2K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29New |
$2.41K - $3.14K
|
29
$1.55K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28New |
$2.33K - $3.03K
|
28
$1.49K
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
25+ 1.1% |
$2.08K - $2.7K
|
2.31K
$123K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 12.0% |
$1.75K - $2.27K
|
196
$10.4K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$1.66K - $2.16K
|
20
$1.07K
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
19+ 73.08% |
$1.58K - $2.05K
|
45
$2.4K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
19+ 0.66% |
$1.58K - $2.05K
|
2.88K
$154K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18New |
$1.5K - $1.95K
|
18
$959
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
17New |
$1.41K - $1.84K
|
17
$906
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17+ 0.22% |
$1.41K - $1.84K
|
7.8K
$416K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.25% |
$1.33K - $1.73K
|
6.4K
$341K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16New |
$1.33K - $1.73K
|
16
$853
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.25% |
$1.33K - $1.73K
|
6.4K
$341K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15+ 100.0% |
$1.25K - $1.62K
|
30
$1.6K
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
14+ 0.66% |
$1.16K - $1.51K
|
2.15K
$114K
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
12+ 0.52% |
$998 - $1.3K
|
2.32K
$124K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 1.28% |
$915 - $1.19K
|
869
$46.3K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 15.94% |
$915 - $1.19K
|
80
$4.26K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
10+ 10.1% |
$832 - $1.08K
|
109
$5.81K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.73% |
$749 - $973
|
1.25K
$66.4K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9New |
$749 - $973
|
9
$480
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 36.0% |
$749 - $973
|
34
$1.81K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$582 - $757
|
7
$373
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7New |
$582 - $757
|
7
$373
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7+ 0.29% |
$582 - $757
|
2.45K
$131K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7New |
$582 - $757
|
7
$373
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6+ 0.15% |
$499 - $649
|
3.98K
$212K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6New |
$499 - $649
|
6
$320
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$499 - $649
|
6
$320
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$499 - $649
|
17.2K
$914K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 10.42% |
$416 - $541
|
53
$2.82K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
4+ 7.55% |
$333 - $433
|
57
$3.04K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$333 - $433
|
4.25K
$226K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4New |
$333 - $433
|
4
$213
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 66.67% |
$333 - $433
|
10
$533
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.66% |
$333 - $433
|
612
$32.6K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 7.41% |
$166 - $216
|
29
$1.55K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.59% |
$83.2 - $108
|
170
$9.06K
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1+ 0.01% |
$83.2 - $108
|
12.4K
$660K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 3.23% |
$83.2 - $108
|
32
$1.71K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.17% |
$83.2 - $108
|
603
$32.1K
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$83.2 - $108
|
2.97K
$158K
|