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Funds Holding LGI

On this page, we present all of the funds holding LGI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LGI, with a link to that fund's top holdings. The next columns indicate the amount of LGI stock held by each of the funds holding LGI, followed by the LGI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding LGI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James & Associates. For more details on the positions held by Raymond James & Associates (or by any of the other funds holding LGI), click the fund name in the "Holder" column of the funds-holding-LGI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James & Associates492,521$8,043 03/31/2024
     LGI492,521$8,043 03/31/2024
Morgan Stanley387,547$5,937 12/31/2023
     LGI387,547$5,937 12/31/2023
Cornerstone Advisors LLC239,394$3,668 12/31/2023
     LGI239,394$3,668 12/31/2023
LPL Financial LLC199,072$3,050 12/31/2023
     LGI199,072$3,050 12/31/2023
Saba Capital Management L.P.190,652$2,921 12/31/2023
     LGI190,652$2,921 12/31/2023
UBS Group AG159,938$2,450 12/31/2023
     LGI159,938$2,450 12/31/2023
Integrated Wealth Concepts LLC159,637$2,446 12/31/2023
     LGI159,637$2,446 12/31/2023
Raymond James Financial Services Advisors Inc.121,145$1,978 03/31/2024
     LGI121,145$1,978 03/31/2024
Wolverine Asset Management LLC125,643$1,925 12/31/2023
     LGI125,643$1,925 12/31/2023
CNH Partners LLC113,500$1,739 12/31/2023
     LGI113,500$1,739 12/31/2023
RPO LLC86,209$1,321 12/31/2023
     LGI86,209$1,321 12/31/2023
Stifel Financial Corp81,406$1,247 12/31/2023
     LGI81,406$1,247 12/31/2023
Benjamin F. Edwards & Company Inc.70,913$1,086 12/31/2023
     LGI70,913$1,086 12/31/2023
Wells Fargo & Company MN63,991$980 12/31/2023
     LGI63,991$980 12/31/2023
Royal Bank of Canada61,364$940 12/31/2023
     LGI61,364$940 12/31/2023
1607 Capital Partners LLC53,636$822 12/31/2023
     LGI53,636$822 12/31/2023
Bank of America Corp DE42,638$653 12/31/2023
     LGI42,638$653 12/31/2023
Landscape Capital Management L.L.C.40,407$619 12/31/2023
     LGI40,407$619 12/31/2023
Ameriprise Financial Inc.37,836$580 12/31/2023
     LGI37,836$580 12/31/2023
Logan Stone Capital LLC31,021$475 12/31/2023
     LGI31,021$475 12/31/2023
Wealth Enhancement Advisory Services LLC28,630$468 03/31/2024
     LGI28,630$468 03/31/2024
Shaker Financial Services LLC29,860$457 12/31/2023
     LGI29,860$457 12/31/2023
Guggenheim Capital LLC28,500$437 12/31/2023
     LGI28,500$437 12/31/2023
Steward Partners Investment Advisory LLC27,752$425 12/31/2023
     LGI27,752$425 12/31/2023
Invesco Ltd.26,190$401 12/31/2023
     LGI26,190$401 12/31/2023
Quantedge Capital Pte Ltd22,281$341 12/31/2023
     LGI22,281$341 12/31/2023
Eagle Rock Investment Company LLC16,903$276 03/31/2024
     LGI16,903$276 03/31/2024
GWM Advisors LLC18,009$275 12/31/2023
     LGI18,009$275 12/31/2023
Clough Capital Partners L P16,400$251 12/31/2023
     LGI16,400$251 12/31/2023
Quarry LP16,400$251 12/31/2023
     LGI16,400$251 12/31/2023
Boothbay Fund Management LLC15,648$240 12/31/2023
     LGI15,648$240 12/31/2023
9258 Wealth Management LLC14,746$226 12/31/2023
     LGI14,746$226 12/31/2023
Advisor Group Holdings Inc.14,450$221 12/31/2023
     LGI14,450$221 12/31/2023
Transcend Wealth Collective LLC12,972$199 12/31/2023
     LGI12,972$199 12/31/2023
Blue Bell Private Wealth Management LLC11,593$189 03/31/2024
     LGI11,593$189 03/31/2024
Northwestern Mutual Wealth Management Co.8,224$126 12/31/2023
     LGI8,224$126 12/31/2023
McIlrath & Eck LLC6,050$93 12/31/2023
     LGI6,050$93 12/31/2023
GPS Wealth Strategies Group LLC2,930$45 12/31/2023
     LGI2,930$45 12/31/2023
NBC Securities Inc.862$14 03/31/2024
     LGI862$14 03/31/2024
JPMorgan Chase & Co.612$9 12/31/2023
     LGI612$9 12/31/2023
Aspire Private Capital LLC164$3 03/31/2024
     LGI164$3 03/31/2024
Parallel Advisors LLC159$2 12/31/2023
     LGI159$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     LGI0$0 12/31/2023

See Summary: Institutional Holders of LGI
See Details: Top 10 Hedge Funds Holding LGI
Also See: LGI Insider Buying
Also See: LGI Holdings Changes

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