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This page summarizes the LEGR holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether LEGR is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
13F Filers Increasing LEGR Share Count |
Morgan Stanley |
317 |
1,368 |
+1,051 |
+331.55% |
SRS Capital Advisors Inc. |
2,850 |
9,127 |
+6,277 |
+220.25% |
Gradient Investments LLC |
7,772 |
17,120 |
+9,348 |
+120.28% |
Susquehanna International Group LLP |
20,351 |
43,420 |
+23,069 |
+113.36% |
Wells Fargo & Company MN |
531 |
932 |
+401 |
+75.52% |
HighTower Advisors LLC |
17,769 |
24,477 |
+6,708 |
+37.75% |
Advisor Group Holdings Inc. |
22,674 |
29,020 |
+6,346 |
+27.99% |
Financial Engines Advisors L.L.C. |
72,484 |
86,539 |
+14,055 |
+19.39% |
LPL Financial LLC |
93,078 |
106,169 |
+13,091 |
+14.06% |
UBS Group AG |
1,681 |
1,913 |
+232 |
+13.80% |
Kestra Advisory Services LLC |
6,769 |
7,582 |
+813 |
+12.01% |
Raymond James & Associates |
7,958 |
8,217 |
+259 |
+3.25% |
Envestnet Asset Management Inc. |
14,505 |
14,823 |
+318 |
+2.19% |
Oppenheimer Asset Management Inc. |
19,784 |
20,188 |
+404 |
+2.04% |
Commonwealth Equity Services LLC |
10,342 |
10,438 |
+96 |
+0.93% |
Cedar Mountain Advisors LLC |
130 |
131 |
+1 |
+0.77% |
IFP Advisors Inc |
451 |
454 |
+3 |
+0.67% |
Global Retirement Partners LLC |
450 |
452 |
+2 |
+0.44% |
Alpha Omega Group Inc. |
84,952 |
85,007 |
+55 |
+0.06% |
13F Filers Reporting New Positions In LEGR |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Northwestern Mutual Wealth Management Co. |
0 |
228 |
+228 |
+100% |
Janney Montgomery Scott LLC |
0 |
4,915 |
+4,915 |
+100% |
Advisory Services Network LLC |
0 |
266 |
+266 |
+100% |
Capital Investment Advisory Services LLC |
0 |
1,100 |
+1,100 |
+100% |
International Assets Investment Management LLC |
0 |
4,387 |
+4,387 |
+100% |
Tennessee Valley Asset Management Partners |
0 |
262 |
+262 |
+100% |
ICA Group Wealth Management LLC |
0 |
2,334 |
+2,334 |
+100% |
CI Private Wealth LLC |
0 |
5,140 |
+5,140 |
+100% |
13F Filers With Unchanged Share Count |
CENTRAL TRUST Co |
1,635 |
1,635 |
UNCH |
0.00% |
Harbour Investments Inc. |
756 |
756 |
UNCH |
0.00% |
Creative Financial Designs Inc. ADV |
68 |
68 |
UNCH |
0.00% |
Blair William & Co. IL |
100 |
100 |
UNCH |
0.00% |
Hallmark Capital Management Inc. |
9 |
9 |
UNCH |
0.00% |
Bank of Montreal Can |
45 |
45 |
UNCH |
0.00% |
Toronto Dominion Bank |
1 |
1 |
UNCH |
0.00% |
Pin Oak Investment Advisors Inc. |
2,500 |
2,500 |
UNCH |
0.00% |
Equitable Holdings Inc. |
16,610 |
16,610 |
UNCH |
0.00% |
CWM LLC |
2,556 |
2,556 |
UNCH |
0.00% |
Vontobel Holding Ltd. |
15,000 |
15,000 |
UNCH |
0.00% |
Capital Analysts LLC |
281 |
281 |
UNCH |
0.00% |
Sanctuary Wealth Management L.L.C. |
226 |
226 |
UNCH |
0.00% |
PSI Advisors LLC |
203 |
203 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
105 |
105 |
UNCH |
0.00% |
Tyler Stone Wealth Management |
1,175 |
1,175 |
UNCH |
0.00% |
Provence Wealth Management Group |
1,750 |
1,750 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
288 |
288 |
UNCH |
0.00% |
TD Waterhouse Canada Inc. |
100 |
100 |
UNCH |
0.00% |
13F Filers Decreasing LEGR Share Count |
Jane Street Group LLC |
33,633 |
9,573 |
-24,060 |
-71.54% |
JPMorgan Chase & Co. |
820 |
359 |
-461 |
-56.22% |
Royal Bank of Canada |
6,484 |
4,071 |
-2,413 |
-37.21% |
AE Wealth Management LLC |
9,582 |
6,527 |
-3,055 |
-31.88% |
Millburn Ridgefield Corp |
934 |
773 |
-161 |
-17.24% |
Eudaimonia Partners LLC |
28,602 |
24,335 |
-4,267 |
-14.92% |
Cambridge Investment Research Advisors Inc. |
19,206 |
16,653 |
-2,553 |
-13.29% |
Eudaimonia Advisors LLC |
34,782 |
30,335 |
-4,447 |
-12.79% |
NBC Securities Inc. |
970 |
850 |
-120 |
-12.37% |
Bank of America Corp DE |
73,210 |
64,322 |
-8,888 |
-12.14% |
Steward Partners Investment Advisory LLC |
169 |
159 |
-10 |
-5.92% |
Ameriprise Financial Inc. |
37,490 |
35,385 |
-2,105 |
-5.61% |
Benjamin F. Edwards & Company Inc. |
2,179 |
2,085 |
-94 |
-4.31% |
WealthCare Investment Partners LLC |
12,315 |
11,788 |
-527 |
-4.28% |
Raymond James Financial Services Advisors Inc. |
20,369 |
19,623 |
-746 |
-3.66% |
Coppell Advisory Solutions LLC |
59 |
58 |
-1 |
-1.69% |
Signature Securities Group Corporation |
12,846 |
12,755 |
-91 |
-0.71% |
First Trust Advisors LP |
37,789 |
37,699 |
-90 |
-0.24% |
13F Filers Exiting LEGR |
Householder Group Estate & Retirement Specialist LLC |
421 |
0 |
-421 |
-100.00% |
Claudia M.P. Batlle CRP R LLC |
30,954 |
0 |
-30,954 |
-100.00% |
Advisors Preferred LLC |
716 |
0 |
-716 |
-100.00% |
Truist Financial Corp |
6,196 |
0 |
-6,196 |
-100.00% |
See Summary: Institutional Holders of LEGR
See Details: Top 10 Hedge Funds Holding LEGR
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