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LEGR Holdings Changes image
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).
Filer9/30/2023
 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

LEGR Holdings Changes | www.HoldingsChannel.com

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