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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Syntegra Private Wealth Group LLC | 571,299 | $82,844 | 12/31/2023 | LGLV | 571,299 | $82,844 | 12/31/2023 | Congress Wealth Management LLC DE | 313,947 | $48,894 | 03/31/2024 | LGLV | 313,947 | $48,894 | 03/31/2024 | Gerber Kawasaki Wealth & Investment Management | 269,958 | $39,147 | 12/31/2023 | LGLV | 269,958 | $39,147 | 12/31/2023 | Baltimore Washington Financial Advisors Inc. | 250,815 | $36,371 | 12/31/2023 | LGLV | 250,815 | $36,371 | 12/31/2023 | LPL Financial LLC | 235,631 | $34,169 | 12/31/2023 | LGLV | 235,631 | $34,169 | 12/31/2023 | Morgan Stanley | 151,557 | $21,977 | 12/31/2023 | LGLV | 151,557 | $21,977 | 12/31/2023 | First American Trust FSB | 148,497 | $21,534 | 12/31/2023 | LGLV | 148,497 | $21,534 | 12/31/2023 | Wells Fargo & Company MN | 133,718 | $19,390 | 12/31/2023 | LGLV | 133,718 | $19,390 | 12/31/2023 | DORVAL Corp | 106,278 | $16,140 | 03/31/2024 | LGLV | 106,278 | $16,140 | 03/31/2024 | Advisor Group Holdings Inc. | 110,250 | $16,005 | 12/31/2023 | LGLV | 110,250 | $16,005 | 12/31/2023 | McNaughton Wealth Management LLC | 88,992 | $13,860 | 03/31/2024 | LGLV | 88,992 | $13,860 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 78,224 | $12,183 | 03/31/2024 | LGLV | 78,224 | $12,183 | 03/31/2024 | Bank of America Corp DE | 68,751 | $9,970 | 12/31/2023 | LGLV | 68,751 | $9,970 | 12/31/2023 | Envestnet Asset Management Inc. | 62,021 | $8,994 | 12/31/2023 | LGLV | 62,021 | $8,994 | 12/31/2023 | AE Wealth Management LLC | 53,295 | $7,842 | 12/31/2023 | LGLV | 53,295 | $7,842 | 12/31/2023 | Founders Financial Securities LLC | 41,623 | $6,482 | 03/31/2024 | LGLV | 41,623 | $6,482 | 03/31/2024 | HF Advisory Group LLC | 30,511 | $4,752 | 03/31/2024 | LGLV | 30,511 | $4,752 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 26,006 | $4,050 | 03/31/2024 | LGLV | 26,006 | $4,050 | 03/31/2024 | Sei Investments Co. | 26,216 | $3,802 | 12/31/2023 | LGLV | 26,216 | $3,802 | 12/31/2023 | Commonwealth Equity Services LLC | 22,330 | $3,478 | 03/31/2024 | LGLV | 22,330 | $3,478 | 03/31/2024 | Sage Mountain Advisors LLC | 18,958 | $2,953 | 03/31/2024 | LGLV | 18,958 | $2,953 | 03/31/2024 | Miracle Mile Advisors LLC | 17,908 | $2,789 | 03/31/2024 | LGLV | 17,908 | $2,789 | 03/31/2024 | Journey Advisory Group LLC | 18,455 | $2,676 | 12/31/2023 | LGLV | 18,455 | $2,676 | 12/31/2023 | Atria Investments LLC | 18,105 | $2,625 | 12/31/2023 | LGLV | 18,105 | $2,625 | 12/31/2023 | Atria Wealth Solutions Inc. | 17,563 | $2,547 | 12/31/2023 | LGLV | 17,563 | $2,547 | 12/31/2023 | Thrive Capital Management LLC | 17,510 | $2,539 | 12/31/2023 | LGLV | 17,510 | $2,539 | 12/31/2023 | Baker Tilly Financial LLC | 16,010 | $2,322 | 12/31/2023 | LGLV | 16,010 | $2,322 | 12/31/2023 | State Street Corp | 15,636 | $2,267 | 12/31/2023 | LGLV | 15,636 | $2,267 | 12/31/2023 | Roffman Miller Associates Inc. PA | 14,674 | $2,128 | 12/31/2023 | LGLV | 14,674 | $2,128 | 12/31/2023 | Legacy Capital Group California Inc. | 13,256 | $1,922 | 12/31/2023 | LGLV | 13,256 | $1,922 | 12/31/2023 | UBS Group AG | 12,882 | $1,868 | 12/31/2023 | LGLV | 12,882 | $1,868 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 12,842 | $1,862 | 12/31/2023 | LGLV | 12,842 | $1,862 | 12/31/2023 | Mariner LLC | 12,659 | $1,836 | 12/31/2023 | LGLV | 12,659 | $1,836 | 12/31/2023 | Thoroughbred Financial Services LLC | 12,144 | $1,761 | 12/31/2023 | LGLV | 12,144 | $1,761 | 12/31/2023 | IHT Wealth Management LLC | 11,838 | $1,717 | 12/31/2023 | LGLV | 11,838 | $1,717 | 12/31/2023 | Mission Creek Capital Partners Inc. | 11,423 | $1,656 | 12/31/2023 | LGLV | 11,423 | $1,656 | 12/31/2023 | Daiwa Securities Group Inc. | 11,070 | $1,605 | 12/31/2023 | LGLV | 11,070 | $1,605 | 12/31/2023 | Ameriprise Financial Inc. | 10,793 | $1,540 | 12/31/2023 | LGLV | 10,793 | $1,540 | 12/31/2023 | Cetera Advisors LLC | 10,504 | $1,523 | 12/31/2023 | LGLV | 10,504 | $1,523 | 12/31/2023 | Goldman Sachs Group Inc. | 10,004 | $1,451 | 12/31/2023 | LGLV | 10,004 | $1,451 | 12/31/2023 | Wedbush Securities Inc. | 9,839 | $1,427 | 12/31/2023 | LGLV | 9,839 | $1,427 | 12/31/2023 | GeoWealth Management LLC | 9,735 | $1,412 | 12/31/2023 | LGLV | 9,735 | $1,412 | 12/31/2023 | Sheets Smith Wealth Management | 9,624 | $1,396 | 12/31/2023 | LGLV | 9,624 | $1,396 | 12/31/2023 | Private Advisor Group LLC | 8,715 | $1,357 | 03/31/2024 | LGLV | 8,715 | $1,357 | 03/31/2024 | Fortis Group Advisors LLC | 7,800 | $1,215 | 03/31/2024 | LGLV | 7,800 | $1,215 | 03/31/2024 | Thrivent Financial for Lutherans | 8,355 | $1,211 | 12/31/2023 | LGLV | 8,355 | $1,211 | 12/31/2023 | Harvest Investment Services LLC | 8,349 | $1,211 | 12/31/2023 | LGLV | 8,349 | $1,211 | 12/31/2023 | Valmark Advisers Inc. | 8,340 | $1,209 | 12/31/2023 | LGLV | 8,340 | $1,209 | 12/31/2023 | Financial Insights Inc. | 7,254 | $1,130 | 03/31/2024 | LGLV | 7,254 | $1,130 | 03/31/2024 | Financial Advocates Investment Management | 7,137 | $1,112 | 03/31/2024 | LGLV | 7,137 | $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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