LifeVantage (LFVN) Institutional Ownership

$6.18
-0.06 (-0.96%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for LifeVantage (NASDAQ:LFVN)

Current
Institutional Ownership
Percentage
35.32%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$780.88K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$146.00K
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LFVN Institutional Buying and Selling by Quarter

LifeVantage Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/18/2024 Ritholtz Wealth Management25,027$150K0.0%+23.5%0.197%
11/14/2023O Shaughnessy Asset Management LLC48,506$313K0.0%+135.4%0.382%
10/13/2023 Ritholtz Wealth Management20,271$131K0.0%N/A0.160%
8/11/2023O Shaughnessy Asset Management LLC20,609$90K0.0%N/A0.161%
7/27/2023Carlsbad Wealth Advisory Group Inc.14,573$63K0.0%N/A0.114%
7/27/2023EA Series Trust58,911$256K0.0%N/A0.460%
7/12/2023 Wealth Management Resources Inc.2,931$417K0.2%N/A0.023%
6/5/2023EP Wealth Advisors LLC5,460$574K0.0%N/A0.043%
5/15/2023Globeflex Capital L P41,764$150K0.0%-49.3%0.326%
11/10/2022Grantham Mayo Van Otterloo & Co. LLC19,057$71K0.0%-70.1%0.152%
10/24/2022Perkins Capital Management Inc.76,113$285K0.3%-4.4%0.606%
8/12/2022Grantham Mayo Van Otterloo & Co. LLC63,743$277K0.0%-9.0%0.506%
8/11/2022O Shaughnessy Asset Management LLC24,368$106K0.0%+61.8%0.194%
8/5/2022Connor Clark & Lunn Investment Management Ltd.34,377$150K0.0%-23.0%0.273%
8/1/2022Victory Capital Management Inc.10,497$46K0.0%-24.3%0.083%
7/13/2022Private Advisor Group LLC11,200$49K0.0%N/A0.089%
5/12/2022Connor Clark & Lunn Investment Management Ltd.44,671$213K0.0%-16.0%0.355%
5/9/2022Campbell & CO Investment Adviser LLC21,717$103K0.0%+117.2%0.172%
5/4/2022Victory Capital Management Inc.13,868$66K0.0%+30.4%0.108%
2/11/2022O Shaughnessy Asset Management LLC23,461$148K0.0%+49.8%0.183%
2/11/2022Renaissance Technologies LLC1,008,818$6.38M0.0%-7.6%7.850%
2/10/2022Acadian Asset Management LLC236,647$1.49M0.0%+10.5%1.788%
2/10/2022Campbell & CO Investment Adviser LLC10,000$63K0.0%N/A0.076%
2/10/2022WINTON GROUP Ltd13,812$87K0.0%-70.1%0.104%
2/9/2022Dimensional Fund Advisors LP259,650$1.64M0.0%+5.2%1.962%
2/7/2022Victory Capital Management Inc.10,633$67K0.0%+39.0%0.080%
2/7/2022American Century Companies Inc.35,310$223K0.0%+38.7%0.267%
11/16/2021Squarepoint Ops LLC27,298$185K0.0%-21.2%0.206%
11/15/2021Dimensional Fund Advisors LP246,930$1.67M0.0%-20.3%1.866%
11/12/2021Renaissance Technologies LLC1,091,718$7.39M0.0%-11.6%8.248%
11/10/2021O Shaughnessy Asset Management LLC15,657$106K0.0%+544.6%0.118%
11/9/2021Barclays PLC34,465$234K0.0%-9.2%0.260%
11/9/2021BlackRock Inc.225,709$1.53M0.0%-14.9%1.705%
10/28/2021WINTON GROUP Ltd46,171$313K0.0%+10.0%0.349%
9/3/2021Parametric Portfolio Associates LLC27,015$199K0.0%-6.3%0.198%
8/17/2021Walleye Capital LLC19,779$145K0.0%+13.5%0.141%
8/17/2021Millennium Management LLC249,609$1.84M0.0%N/A1.782%
8/16/2021Squarepoint Ops LLC34,649$255K0.0%+74.5%0.247%
8/16/2021PDT Partners LLC15,495$114K0.0%+27.0%0.111%
8/16/2021First Trust Advisors LP32,357$238K0.0%-4.6%0.231%
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8/16/2021State Street Corp42,910$315K0.0%-82.5%0.306%
8/16/2021 New England Professional Planning Group Inc.10,000$75K0.0%N/A0.071%
8/16/2021Tibra Equities Europe Ltd48,300$355K0.1%N/A0.345%
8/16/2021Goldman Sachs Group Inc.38,431$282K0.0%+253.5%0.274%
8/13/2021Renaissance Technologies LLC1,234,481$9.07M0.0%+1.9%8.815%
8/13/2021Northern Trust Corp23,171$170K0.0%-83.1%0.165%
8/13/2021Geode Capital Management LLC109,195$802K0.0%-47.5%0.780%
8/13/2021Vanguard Group Inc.800,260$5.88M0.0%-22.1%5.714%
8/12/2021Trexquant Investment LP14,516$107K0.0%N/A0.104%
8/12/2021Dimensional Fund Advisors LP309,896$2.28M0.0%-2.2%2.213%
8/12/2021Advisory Services Network LLC4,220$31K0.0%N/A0.030%
8/12/2021Globeflex Capital L P109,204$803K0.1%+15.3%0.780%
8/12/2021JPMorgan Chase & Co.41,900$308K0.0%-16.3%0.299%
8/12/2021Ergoteles LLC62,000$456K0.0%N/A0.443%
8/12/2021Grantham Mayo Van Otterloo & Co. LLC79,043$581K0.0%+130.8%0.564%
8/11/2021Campbell & CO Investment Adviser LLC13,500$99K0.0%N/A0.096%
8/11/2021Bank of New York Mellon Corp96,518$709K0.0%-25.0%0.689%
8/11/2021BlackRock Inc.265,364$1.95M0.0%-73.7%1.895%
8/11/2021Deutsche Bank AG224,896$1.65M0.0%-4.1%1.606%
8/11/2021Susquehanna International Group LLP11,804$87K0.0%N/A0.084%
8/10/2021WINTON GROUP Ltd41,976$309K0.0%+17.2%0.300%
8/6/2021Sei Investments Co.13,423$94K0.0%-28.2%0.096%
8/5/2021American Century Companies Inc.24,195$178K0.0%+35.9%0.173%
8/5/2021 Los Angeles Capital Management LLC138,574$1.02M0.0%-24.7%0.989%
8/4/2021Russell Investments Group Ltd.18,747$136K0.0%-75.6%0.134%
8/3/2021Victory Capital Management Inc.7,429$55K0.0%+46.2%0.053%
5/19/2021Squarepoint Ops LLC19,859$186K0.0%-6.6%0.142%
5/18/2021Morgan Stanley343,428$3.21M0.0%+43.2%2.452%
5/18/2021Citadel Advisors LLC44,580$416K0.0%+20.7%0.318%
5/17/2021PDT Partners LLC12,200$114K0.0%+19.8%0.087%
5/17/2021Royal Bank of Canada22,533$210K0.0%-21.8%0.161%
5/17/2021Price T Rowe Associates Inc. MD26,968$252K0.0%+19.0%0.193%
5/17/2021Walleye Capital LLC17,433$163K0.0%+17.0%0.124%
5/17/2021Goldman Sachs Group Inc.10,873$102K0.0%-58.9%0.078%
5/14/2021Dimensional Fund Advisors LP316,932$2.98M0.0%-11.3%2.263%
5/14/2021Algert Global LLC12,110$113K0.0%N/A0.086%
5/13/2021Barclays PLC23,649$221K0.0%+434.7%0.169%
5/13/2021Renaissance Technologies LLC1,210,918$11.32M0.0%-3.1%8.646%
5/13/2021Bank of New York Mellon Corp128,711$1.20M0.0%-1.1%0.919%
5/13/2021Bank of Montreal Can8,858$81K0.0%+309.5%0.063%
5/13/2021Grantham Mayo Van Otterloo & Co. LLC34,243$320K0.0%-8.4%0.245%
5/12/2021Northern Trust Corp137,346$1.28M0.0%-10.0%0.981%
5/12/2021Geode Capital Management LLC207,808$1.94M0.0%+0.7%1.484%
5/12/2021JPMorgan Chase & Co.50,071$468K0.0%+9.2%0.358%
5/12/2021Sei Investments Co.18,689$171K0.0%-32.1%0.133%
5/12/2021UBS Group AG5,494$51K0.0%+109.9%0.039%
5/11/2021Acadian Asset Management LLC397,457$3.72M0.0%-25.3%2.838%
5/10/2021Russell Investments Group Ltd.76,803$717K0.0%+13.2%0.548%
5/10/2021State of Tennessee Treasury Department23,974$224K0.0%+52.6%0.171%
5/10/2021GSA Capital Partners LLP22,611$211K0.0%N/A0.161%
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The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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5/7/2021BlackRock Inc.1,008,839$9.43M0.0%+7.6%7.203%
5/7/2021BNP Paribas Arbitrage SA3,904$37K0.0%+55.3%0.028%
5/5/2021 Los Angeles Capital Management LLC183,984$1.72M0.0%+8.6%1.314%
5/4/2021Victory Capital Management Inc.5,080$47K0.0%N/A0.036%
4/26/2021 Denali Advisors LLC8,260$77K0.0%+70.0%0.058%
4/23/2021Strs Ohio28,800$269K0.0%-17.9%0.203%
4/12/2021 Wedge Capital Management L L P NC70,099$655K0.0%-10.9%0.495%
3/8/2021Dimensional Fund Advisors LP357,255$3.33M0.0%-6.0%2.522%
2/25/2021Dimensional Fund Advisors LP357,255$3.33M0.0%-6.0%2.522%
2/19/2021JPMorgan Chase & Co.45,848$428K0.0%+203.4%0.324%
(Data available from 1/1/2016 forward)

LFVN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LFVN shares?

During the previous two years, 13 institutional investors and hedge funds held shares of LifeVantage. The most heavily invested institutionals were EP Wealth Advisors LLC ($574K), Wealth Management Resources Inc. ($417K), O Shaughnessy Asset Management LLC ($313K), Perkins Capital Management Inc. ($285K), EA Series Trust ($256K), Ritholtz Wealth Management ($150K), and Globeflex Capital L P ($150K).Learn more on LFVN's institutional investors.

What percentage of LifeVantage stock is owned by institutional investors?

35.32% of LifeVantage stock is owned by institutional investors. Learn more on LFVN's institutional investor holdings.

Which institutional investors have been buying LifeVantage stock?

Of the 9 institutional investors that purchased LifeVantage stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EA Series Trust ($58.91K), O Shaughnessy Asset Management LLC ($57.82K), Ritholtz Wealth Management ($25.03K), Carlsbad Wealth Advisory Group Inc. ($14.57K), Campbell & CO Investment Adviser LLC ($11.72K), Private Advisor Group LLC ($11.20K), and EP Wealth Advisors LLC ($5.46K).

How much institutional buying is happening at LifeVantage?

Institutional investors have bought a total of 190,872 shares in the last 24 months. This purchase volume represents approximately $941.27K in transactions.

Which LifeVantage major shareholders have been selling company stock?

The following institutional investors have sold LifeVantage stock in the last 24 months: Grantham Mayo Van Otterloo & Co. LLC ($50.99K), Globeflex Capital L P ($40.67K), Connor Clark & Lunn Investment Management Ltd. ($18.78K), Perkins Capital Management Inc. ($3.50K), and Victory Capital Management Inc. ($3.37K).

How much institutional selling is happening at LifeVantage?

Institutional investors have sold a total of 117,306 shares in the last 24 months. This volume of shares sold represents approximately $453.94K in transactions.


This page (NASDAQ:LFVN) was last updated on 4/27/2024 by MarketBeat.com Staff

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