Filer | 12/31/2019 Share Count | 3/31/2020 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing LVHB Share Count | ||||
WBI Investments | 20,638 | 31,127 | +10,489 | +50.82% |
UBS Group AG | 1,243 | 1,795 | +552 | +44.41% |
IHT Wealth Management LLC | 14,546 | 18,032 | +3,486 | +23.97% |
Soltis Investment Advisors LLC | 2,227,773 | 2,295,289 | +67,516 | +3.03% |
Private Advisor Group LLC | 58,315 | 59,265 | +950 | +1.63% |
13F Filers Reporting New Positions In LVHB | ||||
Wells Fargo & Company MN | 0 | 0 | UNCH | 100% |
Proequities Inc. | 0 | 0 | UNCH | 100% |
Truist Financial Corp | 0 | 15,609 | +15,609 | +100% |
Centaurus Financial Inc. | 0 | 7,222 | +7,222 | +100% |
Ameritas Investment Company LLC | 0 | 1,005 | +1,005 | +100% |
Northwestern Mutual Wealth Management Co. | 0 | 150 | +150 | +100% |
Citadel Advisors LLC | 0 | 23,704 | +23,704 | +100% |
Advisor Group Holdings Inc. | 0 | 3,432 | +3,432 | +100% |
Orion Portfolio Solutions LLC | 0 | 361 | +361 | +100% |
Veracity Capital LLC | 0 | 150,350 | +150,350 | +100% |
13F Filers With Unchanged Share Count | ||||
Brinker Capital Investments LLC | 14,359 | 14,359 | UNCH | 0.00% |
Capital Advisors Ltd. LLC | 285 | 285 | UNCH | 0.00% |
13F Filers Decreasing LVHB Share Count | ||||
Royal Bank of Canada | 1,175 | 55 | -1,120 | -95.32% |
LPL Financial LLC | 99,584 | 34,565 | -65,019 | -65.29% |
Atria Investments LLC | 13,352 | 11,051 | -2,301 | -17.23% |
Stifel Financial Corp | 31,289 | 27,030 | -4,259 | -13.61% |
ProVise Management Group LLC | 64,675 | 59,730 | -4,945 | -7.65% |
Cambridge Investment Research Advisors Inc. | 43,935 | 42,376 | -1,559 | -3.55% |
13F Filers Exiting LVHB | ||||
Coastal Investment Advisors Inc. | 4,832 | 0 | -4,832 | -100.00% |
Sepio Capital LP | 9,309 | 0 | -9,309 | -100.00% |
Foresight Wealth Management LLC | 7,574 | 0 | -7,574 | -100.00% |
AE Wealth Management LLC | 7,938 | 0 | -7,938 | -100.00% |
IFP Advisors Inc | 8,835 | 0 | -8,835 | -100.00% |
Jane Street Group LLC | 36,917 | 0 | -36,917 | -100.00% |
Advisory Services Network LLC | 181 | 0 | -181 | -100.00% |
Perkins Coie Trust Co | 2,009 | 0 | -2,009 | -100.00% |
United Capital Financial Advisers LLC | 5,623 | 0 | -5,623 | -100.00% |
J.W. Cole Advisors Inc. | 5,549 | 0 | -5,549 | -100.00% |
Niemann Capital Management Inc. | 31,011 | 0 | -31,011 | -100.00% |
Commonwealth Equity Services LLC | 7,723 | 0 | -7,723 | -100.00% |
See Summary: Institutional Holders of LVHB
See Details: Top 10 Hedge Funds Holding LVHB