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Institutional Holders of LGLV

There is a long list of 160 institutional holders of LGLV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of LGLV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-LGLV table below, the initial column indicates the name of each top institutional holder of LGLV, with a link to that fund's top holdings. The next columns indicate the amount of LGLV stock held by each of the institutional holders of LGLV, followed by the LGLV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Syntegra Private Wealth Group LLC571,299$82,844 12/31/2023
     LGLV571,299$82,844 12/31/2023
Congress Wealth Management LLC DE 313,947$48,894 03/31/2024
     LGLV313,947$48,894 03/31/2024
Gerber Kawasaki Wealth & Investment Management269,958$39,147 12/31/2023
     LGLV269,958$39,147 12/31/2023
Baltimore Washington Financial Advisors Inc.250,815$36,371 12/31/2023
     LGLV250,815$36,371 12/31/2023
LPL Financial LLC235,631$34,169 12/31/2023
     LGLV235,631$34,169 12/31/2023
Morgan Stanley151,557$21,977 12/31/2023
     LGLV151,557$21,977 12/31/2023
First American Trust FSB148,497$21,534 12/31/2023
     LGLV148,497$21,534 12/31/2023
Wells Fargo & Company MN133,718$19,390 12/31/2023
     LGLV133,718$19,390 12/31/2023
DORVAL Corp106,278$16,140 03/31/2024
     LGLV106,278$16,140 03/31/2024
Advisor Group Holdings Inc.110,250$16,005 12/31/2023
     LGLV110,250$16,005 12/31/2023
McNaughton Wealth Management LLC88,992$13,860 03/31/2024
     LGLV88,992$13,860 03/31/2024
Raymond James Financial Services Advisors Inc.78,224$12,183 03/31/2024
     LGLV78,224$12,183 03/31/2024
Bank of America Corp DE68,751$9,970 12/31/2023
     LGLV68,751$9,970 12/31/2023
Envestnet Asset Management Inc.62,021$8,994 12/31/2023
     LGLV62,021$8,994 12/31/2023
AE Wealth Management LLC53,295$7,842 12/31/2023
     LGLV53,295$7,842 12/31/2023
Founders Financial Securities LLC41,623$6,482 03/31/2024
     LGLV41,623$6,482 03/31/2024
HF Advisory Group LLC30,511$4,752 03/31/2024
     LGLV30,511$4,752 03/31/2024
Wealth Enhancement Advisory Services LLC26,006$4,050 03/31/2024
     LGLV26,006$4,050 03/31/2024
Sei Investments Co.26,216$3,802 12/31/2023
     LGLV26,216$3,802 12/31/2023
Commonwealth Equity Services LLC22,330$3,478 03/31/2024
     LGLV22,330$3,478 03/31/2024
Sage Mountain Advisors LLC18,958$2,953 03/31/2024
     LGLV18,958$2,953 03/31/2024
Miracle Mile Advisors LLC17,908$2,789 03/31/2024
     LGLV17,908$2,789 03/31/2024
Journey Advisory Group LLC18,455$2,676 12/31/2023
     LGLV18,455$2,676 12/31/2023
Atria Investments LLC18,105$2,625 12/31/2023
     LGLV18,105$2,625 12/31/2023
Atria Wealth Solutions Inc.17,563$2,547 12/31/2023
     LGLV17,563$2,547 12/31/2023
Thrive Capital Management LLC17,510$2,539 12/31/2023
     LGLV17,510$2,539 12/31/2023
Baker Tilly Financial LLC16,010$2,322 12/31/2023
     LGLV16,010$2,322 12/31/2023
State Street Corp15,636$2,267 12/31/2023
     LGLV15,636$2,267 12/31/2023
Roffman Miller Associates Inc. PA14,674$2,128 12/31/2023
     LGLV14,674$2,128 12/31/2023
Legacy Capital Group California Inc.13,256$1,922 12/31/2023
     LGLV13,256$1,922 12/31/2023
UBS Group AG12,882$1,868 12/31/2023
     LGLV12,882$1,868 12/31/2023
Vermillion & White Wealth Management Group LLC12,842$1,862 12/31/2023
     LGLV12,842$1,862 12/31/2023
Mariner LLC12,659$1,836 12/31/2023
     LGLV12,659$1,836 12/31/2023
Thoroughbred Financial Services LLC12,144$1,761 12/31/2023
     LGLV12,144$1,761 12/31/2023
IHT Wealth Management LLC11,838$1,717 12/31/2023
     LGLV11,838$1,717 12/31/2023
Mission Creek Capital Partners Inc.11,423$1,656 12/31/2023
     LGLV11,423$1,656 12/31/2023
Daiwa Securities Group Inc.11,070$1,605 12/31/2023
     LGLV11,070$1,605 12/31/2023
Ameriprise Financial Inc.10,793$1,540 12/31/2023
     LGLV10,793$1,540 12/31/2023
Cetera Advisors LLC10,504$1,523 12/31/2023
     LGLV10,504$1,523 12/31/2023
Goldman Sachs Group Inc.10,004$1,451 12/31/2023
     LGLV10,004$1,451 12/31/2023
Wedbush Securities Inc.9,839$1,427 12/31/2023
     LGLV9,839$1,427 12/31/2023
GeoWealth Management LLC9,735$1,412 12/31/2023
     LGLV9,735$1,412 12/31/2023
Sheets Smith Wealth Management9,624$1,396 12/31/2023
     LGLV9,624$1,396 12/31/2023
Private Advisor Group LLC8,715$1,357 03/31/2024
     LGLV8,715$1,357 03/31/2024
Fortis Group Advisors LLC7,800$1,215 03/31/2024
     LGLV7,800$1,215 03/31/2024
Thrivent Financial for Lutherans8,355$1,211 12/31/2023
     LGLV8,355$1,211 12/31/2023
Harvest Investment Services LLC8,349$1,211 12/31/2023
     LGLV8,349$1,211 12/31/2023
Valmark Advisers Inc.8,340$1,209 12/31/2023
     LGLV8,340$1,209 12/31/2023
Financial Insights Inc.7,254$1,130 03/31/2024
     LGLV7,254$1,130 03/31/2024
Financial Advocates Investment Management7,137$1,112 03/31/2024
     LGLV7,137$1,112 03/31/2024

See All: Funds Holding LGLV
See Details: Top 10 Hedge Funds Holding LGLV
Also See: LGLV Holdings Changes

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