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LEN Holdings Changes image
This page summarizes the LEN holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether LEN 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing LEN Share Count
Wetzel Investment Advisors Inc. 7 408 +401 +5728.57%
Central Bank & Trust Co. 508 3,074 +2,566 +505.12%
Rise Advisors LLC 25 146 +121 +484.00%
First National Bank of Mount Dora Trust Investment Services 2,787 12,033 +9,246 +331.75%
JJJ Advisors Inc. 3 7 +4 +133.33%
Robeco Institutional Asset Management B.V. 325,415 611,692 +286,277 +87.97%
Allworth Financial LP 1,587 2,757 +1,170 +73.72%
Hennion & Walsh Asset Management Inc. 6,269 10,860 +4,591 +73.23%
AdvisorNet Financial Inc 108 177 +69 +63.89%
V Square Quantitative Management LLC 1,668 2,678 +1,010 +60.55%
Hudson Valley Investment Advisors Inc. ADV 24,509 38,618 +14,109 +57.57%
Farmers & Merchants Investments Inc. 179 271 +92 +51.40%
Newbridge Financial Services Group Inc. 1,049 1,549 +500 +47.66%
Capital Insight Partners LLC 4,180 5,920 +1,740 +41.63%
Capital Advisors Ltd. LLC 9 12 +3 +33.33%
Carmel Capital Partners LLC 75,996 96,574 +20,578 +27.08%
Venturi Wealth Management LLC 184 230 +46 +25.00%
Raymond James Financial Services Advisors Inc. 25,098 30,368 +5,270 +21.00%
GAMMA Investing LLC 713 854 +141 +19.78%
Ritholtz Wealth Management 7,016 8,120 +1,104 +15.74%
CWM LLC 4,549 5,225 +676 +14.86%
Financial Management Professionals Inc. 45 51 +6 +13.33%
Tevis Investment Management 2,432 2,744 +312 +12.83%
Brown Advisory Inc. 5,351 5,992 +641 +11.98%
Stratos Wealth Advisors LLC 1,887 2,059 +172 +9.11%
Wesbanco Bank Inc. 3,602 3,902 +300 +8.33%
First Horizon Advisors Inc. 1,620 1,749 +129 +7.96%
Coastline Trust Co 24,515 26,433 +1,918 +7.82%
Confluence Wealth Services Inc. 6,359 6,839 +480 +7.55%
TrimTabs Asset Management LLC 13,666 14,692 +1,026 +7.51%
Fortitude Family Office LLC 67 72 +5 +7.46%
Atlantic Union Bankshares Corp 18,002 19,300 +1,298 +7.21%
OLD National Bancorp IN 1,659 1,773 +114 +6.87%
Harbor Investment Advisory LLC 228 240 +12 +5.26%
Veriti Management LLC 6,367 6,700 +333 +5.23%
Natixis Advisors L.P. 166,238 174,698 +8,460 +5.09%
Ballentine Partners LLC 2,391 2,503 +112 +4.68%
Raymond James & Associates 286,031 299,369 +13,338 +4.66%
Stratos Wealth Partners LTD. 1,978 2,066 +88 +4.45%
Premier Path Wealth Partners LLC 3,815 3,968 +153 +4.01%
Kathmere Capital Management LLC 2,361 2,448 +87 +3.68%
Fifth Third Bancorp 10,358 10,735 +377 +3.64%
Measured Wealth Private Client Group LLC 3,558 3,682 +124 +3.49%
Atlas Capital Advisors LLC 7,890 8,150 +260 +3.30%
Wedmont Private Capital 3,767 3,882 +115 +3.05%
Valley National Advisers Inc. 359 369 +10 +2.79%
NorthCrest Asset Manangement LLC 4,675 4,797 +122 +2.61%
Wealth Enhancement Advisory Services LLC 196,769 201,644 +4,875 +2.48%
Portside Wealth Group LLC 1,701 1,742 +41 +2.41%
Strategic Investment Advisors MI 7,266 7,437 +171 +2.35%
Massmutual Trust Co. FSB ADV 733 748 +15 +2.05%
Accel Wealth Management 1,568 1,599 +31 +1.98%
Center For Asset Management LLC 3,071 3,131 +60 +1.95%
Sapient Capital LLC 104,340 106,267 +1,927 +1.85%
Park Avenue Securities LLC 14,665 14,919 +254 +1.73%
Nilsine Partners LLC 4,479 4,554 +75 +1.67%
Zurcher Kantonalbank Zurich Cantonalbank 44,083 44,804 +721 +1.64%
Global Retirement Partners LLC 1,282 1,303 +21 +1.64%
Checchi Capital Advisers LLC 1,939 1,967 +28 +1.44%
Clarius Group LLC 2,856 2,891 +35 +1.23%
Private Trust Co. NA 608 615 +7 +1.15%
Salem Investment Counselors Inc. 271,403 273,918 +2,515 +0.93%
Keel Point LLC 1,789 1,804 +15 +0.84%
RFG Advisory LLC 3,847 3,878 +31 +0.81%
Lindbrook Capital LLC 3,089 3,112 +23 +0.74%
UMB Bank N A MO 514 517 +3 +0.58%
Glassy Mountain Advisors Inc. 2,797 2,813 +16 +0.57%
Spire Wealth Management 1,449 1,455 +6 +0.41%
Unison Advisors LLC 36,561 36,698 +137 +0.37%
First Pacific Financial 811 814 +3 +0.37%
CVA Family Office LLC 1,176 1,180 +4 +0.34%
Grimes & Company Inc. 1,540 1,545 +5 +0.32%
West Oak Capital LLC 20,216 20,236 +20 +0.10%
13F Filers Reporting New Positions In LEN
Rational Advisors LLC 0 6,125 +6,125 +100%
Essex Financial Services Inc. 0 1,203 +1,203 +100%
Westend Capital Management LLC 0 50 +50 +100%
K.J. Harrison & Partners Inc 0 10,000 +10,000 +100%
YHB Investment Advisors Inc. 0 43 +43 +100%
Mather Group LLC. 0 960 +960 +100%
Riverview Trust Co 0 181 +181 +100%
Sunbelt Securities Inc. 0 256 +256 +100%
First PREMIER Bank 0 12 +12 +100%
Polianta Ltd 0 7,200 +7,200 +100%
OmniStar Financial Group Inc. 0 4,506 +4,506 +100%
Cornerstone Wealth Group LLC 0 3,092 +3,092 +100%
Steel Peak Wealth Management LLC 0 11,868 +11,868 +100%
Revolve Wealth Partners LLC 0 1,208 +1,208 +100%
Aaron Wealth Advisors 0 1,307 +1,307 +100%
WD Rutherford LLC 0 95 +95 +100%
Financial Management Network Inc. 0 2,091 +2,091 +100%
Childress Capital Advisors LLC 0 1,193 +1,193 +100%
Redmont Wealth Advisors LLC 0 204 +204 +100%
Simplicity Wealth LLC 0 5,120 +5,120 +100%
Stephens Consulting LLC 0 0 UNCH 100%
Register Financial Advisors LLC 0 24 +24 +100%
Norden Group LLC 0 32,515 +32,515 +100%
Jamison Private Wealth Management Inc. 0 5 +5 +100%
Signal Advisors Wealth LLC 0 1,522 +1,522 +100%
Foguth Wealth Management LLC. 0 1,245 +1,245 +100%
13F Filers With Unchanged Share Count
First Financialcorp IN 2,268 2,268 UNCH 0.00%
State of Michigan Retirement System 91,015 91,015 UNCH 0.00%
Conning Inc. 1,765 1,765 UNCH 0.00%
Factory Mutual Insurance Co. 139,500 139,500 UNCH 0.00%
Fishman Jay A Ltd. MI 16,000 16,000 UNCH 0.00%
Adirondack Trust Co. 490 490 UNCH 0.00%
Deroy & Devereaux Private Investment Counsel Inc. 3,200 3,200 UNCH 0.00%
Pacific Heights Asset Management LLC 130,000 130,000 UNCH 0.00%
Norman Fields Gottscho Capital Management LLC 3,607 3,607 UNCH 0.00%
Cubic Asset Management LLC 6,100 6,100 UNCH 0.00%
Sib LLC 4,633 4,633 UNCH 0.00%
Asset Dedication LLC 4 4 UNCH 0.00%
Perkins Coie Trust Co 7 7 UNCH 0.00%
Alta Advisers Ltd 900 900 UNCH 0.00%
Westside Investment Management Inc. 1,121 1,121 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 13,118 13,118 UNCH 0.00%
Edge Wealth Management LLC 6,400 6,400 UNCH 0.00%
Gulf International Bank UK Ltd 21,718 21,718 UNCH 0.00%
Abacus Planning Group Inc. 12,639 12,639 UNCH 0.00%
Sugarloaf Wealth Management LLC 164 164 UNCH 0.00%
Symmetry Partners LLC 5,010 5,010 UNCH 0.00%
IFM Investors Pty Ltd 50,758 50,758 UNCH 0.00%
Pinnacle Bank 119 119 UNCH 0.00%
Bfsg LLC 150 150 UNCH 0.00%
Successful Portfolios LLC 2,533 2,533 UNCH 0.00%
Monument Capital Management 1,435 1,435 UNCH 0.00%
Northwest Capital Management Inc 37 37 UNCH 0.00%
Solstein Capital LLC 102 102 UNCH 0.00%
Versant Capital Management Inc 6 6 UNCH 0.00%
Essex Savings Bank 2,000 2,000 UNCH 0.00%
Criterion Capital Advisors LLC 240 240 UNCH 0.00%
Ferguson Shapiro LLC 1,560 1,560 UNCH 0.00%
Prestige Wealth Management Group LLC 28 28 UNCH 0.00%
Banque Cantonale Vaudoise 190 190 UNCH 0.00%
Maryland State Retirement & Pension System 18,991 18,991 UNCH 0.00%
PFG Private Wealth Management LLC 191 191 UNCH 0.00%
Atticus Wealth Management LLC 216 216 UNCH 0.00%
Bellevue Asset Management LLC 18 18 UNCH 0.00%
Powell Investment Advisors LLC 5,392 5,392 UNCH 0.00%
Center for Financial Planning Inc. 105 105 UNCH 0.00%
Rosenberg Matthew Hamilton 1,138 1,138 UNCH 0.00%
Wolff Wiese Magana LLC 15 15 UNCH 0.00%
DHJJ Financial Advisors Ltd. 207 207 UNCH 0.00%
SOA Wealth Advisors LLC. 2 2 UNCH 0.00%
Activest Wealth Management 1 1 UNCH 0.00%
SJS Investment Consulting Inc. 44 44 UNCH 0.00%
Austin Asset Management Co Inc 4,000 4,000 UNCH 0.00%
Kathleen S. Wright Associates Inc. 76 76 UNCH 0.00%
Byrne Asset Management LLC 1,006 1,006 UNCH 0.00%
Armstrong Advisory Group Inc. 40 40 UNCH 0.00%
Financial Perspectives Inc 90 90 UNCH 0.00%
13F Filers Decreasing LEN Share Count
Cutler Group LP 7,492 550 -6,942 -92.66%
Assenagon Asset Management S.A. 662,277 100,817 -561,460 -84.78%
MCF Advisors LLC 1,518 376 -1,142 -75.23%
Park Place Capital Corp 602 150 -452 -75.08%
Gradient Investments LLC 31 10 -21 -67.74%
Cambridge Investment Research Advisors Inc. 33,925 17,693 -16,232 -47.85%
Everpar Advisors LLC 9,026 4,973 -4,053 -44.90%
Planning Capital Management Corp 3,406 2,339 -1,067 -31.33%
Amalgamated Bank 73,589 51,062 -22,527 -30.61%
New Century Financial Group LLC 6,240 4,341 -1,899 -30.43%
FCG Investment Co 2,800 1,976 -824 -29.43%
JGP Wealth Management LLC 107,659 77,242 -30,417 -28.25%
DNB Asset Management AS 52,259 38,157 -14,102 -26.98%
City State Bank 200 150 -50 -25.00%
Unique Wealth Strategies LLC 9,827 7,506 -2,321 -23.62%
Diversified Trust Co 9,020 7,138 -1,882 -20.86%
Bristlecone Advisors LLC 2,510 1,995 -515 -20.52%
Sivia Capital Partners LLC 1,970 1,571 -399 -20.25%
Trust Co. of Oklahoma 3,276 2,651 -625 -19.08%
New England Research & Management Inc. 16,650 13,475 -3,175 -19.07%
Wedge Capital Management L L P NC 325,796 269,400 -56,396 -17.31%
Eagle Wealth Strategies LLC 4,500 3,750 -750 -16.67%
State of Alaska Department of Revenue 65,670 55,335 -10,335 -15.74%
Bruce G. Allen Investments LLC 251 212 -39 -15.54%
DekaBank Deutsche Girozentrale 79,177 67,146 -12,031 -15.20%
Allspring Global Investments Holdings LLC 243,110 207,208 -35,902 -14.77%
Denali Advisors LLC 6,329 5,427 -902 -14.25%
Los Angeles Capital Management & Equity Research Inc. 929,106 797,857 -131,249 -14.13%
Summit Trail Advisors LLC 2,323 1,997 -326 -14.03%
West Paces Advisors Inc. 59 52 -7 -11.86%
AlphaCentric Advisors LLC 858 757 -101 -11.77%
Kingswood Wealth Advisors LLC 1,849 1,646 -203 -10.98%
Yousif Capital Management LLC 38,292 34,390 -3,902 -10.19%
Summit Financial LLC 1,609 1,449 -160 -9.94%
Foster & Motley Inc. 24,646 22,370 -2,276 -9.23%
AustralianSuper Pty Ltd 32,105 29,352 -2,753 -8.57%
Securian Asset Management Inc 15,844 14,557 -1,287 -8.12%
Capital Investment Advisors LLC 26,365 24,238 -2,127 -8.07%
Butensky & Cohen Financial Security Inc. 33,981 31,269 -2,712 -7.98%
CX Institutional 27,730 26,025 -1,705 -6.15%
Independence Bank of Kentucky 842 792 -50 -5.94%
Sage Mountain Advisors LLC 1,764 1,662 -102 -5.78%
Seed Wealth Management Inc. 3,555 3,360 -195 -5.49%
NBC Securities Inc. 478 452 -26 -5.44%
Alaska Permanent Fund Corp 19,822 18,790 -1,032 -5.21%
Hartford Investment Management Co. 16,833 15,981 -852 -5.06%
Bank of New York Mellon Corp 1,759,373 1,677,234 -82,139 -4.67%
Louisiana State Employees Retirement System 15,100 14,400 -700 -4.64%
New Mexico Educational Retirement Board 13,160 12,560 -600 -4.56%
Procyon Private Wealth Partners LLC 9,549 9,143 -406 -4.25%
Pinnacle Associates Ltd. 13,945 13,408 -537 -3.85%
Kwmg LLC 41,039 39,517 -1,522 -3.71%
Fjarde AP Fonden Fourth Swedish National Pension Fund 54,501 52,801 -1,700 -3.12%
New York State Teachers Retirement System 278,825 270,685 -8,140 -2.92%
First Hawaiian Bank 1,793 1,742 -51 -2.84%
Krueger & Catalano Capital Partners LLC 14,756 14,376 -380 -2.58%
Valeo Financial Advisors LLC 9,343 9,133 -210 -2.25%
17 Capital Partners LLC 15,224 14,923 -301 -1.98%
Canandaigua National Bank & Trust Co. 6,522 6,421 -101 -1.55%
Cigna Investments Inc. New 2,638 2,598 -40 -1.52%
Ellsworth Advisors LLC 16,215 15,974 -241 -1.49%
Hexagon Capital Partners LLC 605 596 -9 -1.49%
Raymond James Trust N.A. 4,125 4,066 -59 -1.43%
Greenhaven Associates Inc. 9,042,711 8,933,457 -109,254 -1.21%
Telos Capital Management Inc. 2,452 2,424 -28 -1.14%
CENTRAL TRUST Co 8,216 8,134 -82 -1.00%
MV Capital Management Inc. 318 315 -3 -0.94%
Opinicus Capital Inc. 4,628 4,585 -43 -0.93%
Wealthfront Advisers LLC 46,342 45,929 -413 -0.89%
Cookson Peirce & Co. Inc. 4,472 4,432 -40 -0.89%
Daymark Wealth Partners LLC 1,624 1,610 -14 -0.86%
Czech National Bank 43,813 43,488 -325 -0.74%
Legacy Trust 50,508 50,201 -307 -0.61%
Sumitomo Mitsui Trust Holdings Inc. 715,964 711,820 -4,144 -0.58%
Contravisory Investment Management Inc. 3,333 3,320 -13 -0.39%
Lakewood Asset Management LLC 9,318 9,315 -3 -0.03%
13F Filers Exiting LEN
Arlington Trust Co LLC 25 0 -25 -100.00%
Lecap Asset Management Ltd. 1,646 0 -1,646 -100.00%
McGlone Suttner Wealth Management Inc. 50 0 -50 -100.00%
Annapolis Financial Services LLC 219 0 -219 -100.00%
Planned Solutions Inc. 15 0 -15 -100.00%
International Assets Investment Management LLC 1,938 0 -1,938 -100.00%
Symphony Financial Ltd. Co. 3,889 0 -3,889 -100.00%
One Wealth Advisors LLC 1,614 0 -1,614 -100.00%
Moisand Fitzgerald Tamayo LLC 8 0 -8 -100.00%
Perpetual Ltd 5,496 0 -5,496 -100.00%
Brookstone Capital Management 2,176 0 -2,176 -100.00%
Exchange Traded Concepts LLC 7,419 0 -7,419 -100.00%
Hanson & Doremus Investment Management 96 0 -96 -100.00%
Osborne Partners Capital Management LLC 1,715 0 -1,715 -100.00%

See Summary: Institutional Holders of LEN
See Details: Top 10 Hedge Funds Holding LEN

LEN Holdings Changes | www.HoldingsChannel.com

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