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Leuthold Core ETF (LCR) Institutional Ownership

$34.95
+0.05 (+0.14%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Leuthold Core ETF (NYSEARCA:LCR)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$40.59M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.60M
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LCR Institutional Buying and Selling by Quarter

Leuthold Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2024 Mowery & Schoenfeld Wealth Management LLC92,291$3.27M5.2%-17.1%3.577%
10/18/2024Legend Financial Advisors Inc.238,260$8.44M5.8%-2.2%9.235%
8/6/2024Savant Capital LLC833,831$28.08M0.3%N/A32.319%
7/27/2024Legend Financial Advisors Inc.243,499$8.20M5.8%-3.4%9.438%
7/24/2024Avalon Capital Management37,771$1.27M0.4%+174.8%1.464%
7/24/2024Arcus Capital Partners LLC47,597$1.60M0.6%+4.2%1.845%
7/15/2024 Dynamic Advisor Solutions LLC8,663$292K0.0%-4.1%0.336%
7/12/2024Bond & Devick Financial Network Inc.6,226$210K0.1%-13.2%0.241%
6/11/2024EverSource Wealth Advisors LLC9,217$300K0.0%N/A0.357%
5/9/2024 Koshinski Asset Management Inc.52,726$1.78M0.2%-35.7%2.068%
4/26/2024Bond & Devick Financial Network Inc.7,172$242K0.1%N/A0.281%
4/25/2024 Capital Investment Advisory Services LLC95,030$3.21M0.3%-35.3%3.727%
4/24/2024 Spire Wealth Management156,231$5.27M0.2%-2.5%6.127%
4/17/2024Avalon Capital Management13,743$464K0.2%+10.2%0.539%
4/17/2024Legend Financial Advisors Inc.251,963$8.50M6.2%+1.5%9.881%
2/6/2024 Spire Wealth Management160,180$5.16M0.2%N/A7.281%
2/1/2024 Capital Investment Advisory Services LLC146,839$4.72M0.4%+130.6%6.675%
1/31/2024Legend Financial Advisors Inc.248,273$7.99M6.4%-1.1%11.285%
1/31/2024Onyx Bridge Wealth Group LLC19,145$616K0.1%-13.9%0.870%
1/29/2024 Koshinski Asset Management Inc.82,048$2.64M0.4%+98.8%3.729%
1/26/2024Bridgeworth LLC905,930$29.15M2.9%-1.1%41.179%
1/23/2024Arcus Capital Partners LLC45,930$1.48M0.5%+45.3%2.088%
1/12/2024Avalon Capital Management12,476$401K0.2%N/A0.567%
1/11/2024 Dynamic Advisor Solutions LLC9,347$296K0.0%-9.4%0.425%
11/2/2023 Capital Investment Advisory Services LLC63,683$1.93M0.2%+89.7%2.895%
10/24/2023Bridgeworth LLC915,834$27.75M3.1%+0.9%41.629%
10/18/2023 Koshinski Asset Management Inc.41,265$1.25M0.1%+10.8%1.876%
10/16/2023Onyx Bridge Wealth Group LLC22,235$674K0.2%+198.5%1.011%
10/11/2023 Dynamic Advisor Solutions LLC10,319$313K0.0%-18.6%0.469%
8/10/2023WFA of San Diego LLC1,966$61K0.1%N/A0.089%
8/8/2023Balboa Wealth Partners6,932$215K0.1%N/A0.315%
8/3/2023 Dynamic Advisor Solutions LLC12,672$393K0.0%-4.7%0.576%
7/31/2023Bridgeworth LLC907,688$28.14M3.1%+0.1%41.259%
7/28/2023 Koshinski Asset Management Inc.37,241$1.15M0.1%-35.8%1.693%
7/28/2023 Capital Investment Advisory Services LLC33,576$1.04M0.1%N/A1.526%
7/25/2023Onyx Bridge Wealth Group LLC7,450$231K0.1%N/A0.343%
5/9/2023Arcus Capital Partners LLC31,832$945K0.3%-1.8%1.467%
4/20/2023Bridgeworth LLC906,887$26.94M3.4%+7.4%41.792%
4/12/2023 Koshinski Asset Management Inc.57,990$1.72M0.2%+6.7%2.672%
2/7/2023Bridgeworth LLC844,427$24.47M3.9%+379.6%40.211%
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1/31/2023WFA of San Diego LLC2,585$75K0.1%N/A0.123%
1/30/2023Legend Financial Advisors Inc.260,403$7.55M6.6%-1.5%12.400%
1/27/2023Arcus Capital Partners LLC32,399$939K0.4%-13.5%1.543%
1/24/2023 Koshinski Asset Management Inc.54,367$1.58M0.2%+278.9%2.589%
1/13/2023 Dynamic Advisor Solutions LLC9,806$284K0.0%-7.4%0.471%
11/18/2022Legend Financial Advisors Inc.264,421$7.27M6.8%N/A14.939%
10/28/2022Bridgeworth LLC176,086$4.84M1.1%+59.6%10.062%
10/25/2022Arcus Capital Partners LLC37,457$1.03M0.4%-2.7%2.165%
10/20/2022 Koshinski Asset Management Inc.14,348$395K0.0%+88.7%1.130%
10/18/2022 Koshinski Asset Management Inc.14,348$92K0.0%+88.7%1.130%
8/10/2022Bridgeworth LLC110,359$3.10M0.7%N/A12.262%
7/29/2022Arcus Capital Partners LLC38,507$1.08M0.5%-6.2%4.279%
7/28/2022WFA of San Diego LLC2,539$71K0.1%N/A0.282%
7/27/2022 Dynamic Advisor Solutions LLC10,299$289K0.0%+31.9%1.144%
5/6/2022BDO Wealth Advisors LLC1,294$40K0.0%-48.8%0.173%
5/4/2022Advisor Group Holdings Inc.25,345$779K0.0%+9.5%3.496%
5/4/2022Arcus Capital Partners LLC41,071$1.26M0.4%N/A5.665%
4/20/2022 Koshinski Asset Management Inc.7,873$242K0.0%+44.4%1.125%
2/3/2022Advisor Group Holdings Inc.23,145$731K0.0%+4.5%3.858%
1/26/2022 Dynamic Advisor Solutions LLC7,810$247K0.0%-7.9%1.302%
10/28/2021 Dynamic Advisor Solutions LLC8,476$255K0.0%-6.2%1.614%
10/12/2021 Koshinski Asset Management Inc.5,283$159K0.0%N/A1.006%
9/3/2021BDO Wealth Advisors LLC2,907$88K0.0%-11.6%0.581%
8/10/2021 Dynamic Advisor Solutions LLC9,035$273K0.0%-76.1%1.807%
8/2/2021Advisor Group Holdings Inc.22,145$670K0.0%+14.2%4.429%
5/18/2021Citadel Advisors LLC17,791$517K0.0%-5.3%3.558%
5/14/2021BDO Wealth Advisors LLC3,287$96K0.0%N/A0.657%
4/27/2021 Dynamic Advisor Solutions LLC37,770$1.10M0.1%-2.3%7.952%
2/3/2021 Dynamic Advisor Solutions LLC38,652$1.09M0.1%+1.6%8.137%
(Data available from 1/1/2016 forward)

LCR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LCR shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Leuthold Core ETF. The most heavily invested institutionals were Bridgeworth LLC ($29.15M), Savant Capital LLC ($28.08M), Legend Financial Advisors Inc. ($8.44M), Spire Wealth Management ($5.27M), Mowery & Schoenfeld Wealth Management LLC ($3.27M), Capital Investment Advisory Services LLC ($3.21M), and Koshinski Asset Management Inc. ($1.78M).Learn more on LCR's institutional investors.

Which institutional investors have been buying Leuthold Core ETF stock?

Of the 13 institutional investors that purchased Leuthold Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Savant Capital LLC ($833.83K), Bridgeworth LLC ($739.75K), Legend Financial Advisors Inc. ($268.11K), Spire Wealth Management ($160.18K), Capital Investment Advisory Services LLC ($146.84K), Koshinski Asset Management Inc. ($88.45K), and Avalon Capital Management ($37.77K).

How much institutional buying is happening at Leuthold Core ETF?

Institutional investors have bought a total of 2,341,293 shares in the last 24 months. This purchase volume represents approximately $72.82M in transactions.

Which Leuthold Core ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Leuthold Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Investment Advisory Services LLC ($51.81K), Koshinski Asset Management Inc. ($50.07K), Legend Financial Advisors Inc. ($20.52K), Mowery & Schoenfeld Wealth Management LLC ($19.04K), Bridgeworth LLC ($9.90K), Arcus Capital Partners LLC ($5.63K), and Dynamic Advisor Solutions LLC ($5.10K).

How much institutional selling is happening at Leuthold Core ETF?

Institutional investors have sold a total of 170,053 shares in the last 24 months. This volume of shares sold represents approximately $5.64M in transactions.


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This page (NYSEARCA:LCR) was last updated on 11/2/2024 by MarketBeat.com Staff
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