Leuthold Core ETF (LCR) Institutional Ownership

$33.20
+0.02 (+0.06%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for Leuthold Core ETF (NYSEARCA:LCR)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$13.71M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.17M
Get LCR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Leuthold Core ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LCR Institutional Buying and Selling by Quarter

Leuthold Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Bond & 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%
4/17/2024 Avalon Capital Management13,743$464K0.2%+10.2%0.539%
4/17/2024 Legend 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%
1/31/2024 Legend Financial Advisors Inc.248,273$7.99M6.4%-1.1%11.285%
1/31/2024 Onyx Bridge Wealth Group LLC19,145$616K0.1%-13.9%0.870%
1/29/2024Koshinski Asset Management Inc.82,048$2.64M0.4%+98.8%3.729%
1/26/2024Bridgeworth LLC905,930$29.15M2.9%-1.1%41.179%
1/23/2024 Arcus Capital Partners LLC45,930$1.48M0.5%+45.3%2.088%
1/12/2024 Avalon 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%
10/18/2023Koshinski Asset Management Inc.41,265$1.25M0.1%+10.8%1.876%
10/16/2023 Onyx 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%
7/28/2023Koshinski 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%
7/25/2023 Onyx Bridge Wealth Group LLC7,450$231K0.1%N/A0.343%
5/9/2023 Arcus Capital Partners LLC31,832$945K0.3%-1.8%1.467%
4/20/2023Bridgeworth LLC906,887$26.94M3.4%+7.4%41.792%
4/12/2023Koshinski Asset Management Inc.57,990$1.72M0.2%+6.7%2.672%
2/7/2023Bridgeworth LLC844,427$24.47M3.9%+379.6%40.211%
1/31/2023WFA of San Diego LLC2,585$75K0.1%N/A0.123%
1/30/2023 Legend Financial Advisors Inc.260,403$7.55M6.6%-1.5%12.400%
1/27/2023 Arcus Capital Partners LLC32,399$939K0.4%-13.5%1.543%
1/24/2023Koshinski 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%
11/18/2022 Legend Financial Advisors Inc.264,421$7.27M6.8%N/A14.939%
10/28/2022Bridgeworth LLC176,086$4.84M1.1%+59.6%10.062%
10/25/2022 Arcus Capital Partners LLC37,457$1.03M0.4%-2.7%2.165%
10/20/2022Koshinski Asset Management Inc.14,348$395K0.0%+88.7%1.130%
10/18/2022Koshinski Asset Management Inc.14,348$92K0.0%+88.7%1.130%
The Department of Defense Has a New Drone Contractor (Ad)

The Department of Defense just granted a major advantage to a small UAV provider. Since 1998, this Nasdaq-listed company has been supplying drones for civilian, enterprise, and military purposes.

Click here to see how to invest
8/10/2022Bridgeworth LLC110,359$3.10M0.7%N/A12.262%
7/29/2022 Arcus 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%
5/4/2022 Arcus Capital Partners LLC41,071$1.26M0.4%N/A5.665%
4/20/2022Koshinski 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%
10/12/2021Koshinski 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%
10/27/2020 Dynamic Advisor Solutions LLC38,044$1.01M0.1%N/A8.454%
8/14/2020Advisor Group Holdings Inc.16,750$424K0.0%+219.0%4.467%
5/18/2020Advisor Group Holdings Inc.5,250$119K0.0%N/A3.000%
5/15/2020Jane Street Group LLC22,080$500K0.0%N/A12.617%
(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, 12 institutional investors and hedge funds held shares of Leuthold Core ETF. The most heavily invested institutionals were Bridgeworth LLC ($29.15M), Legend Financial Advisors Inc. ($8.50M), Spire Wealth Management ($5.27M), Capital Investment Advisory Services LLC ($3.21M), Koshinski Asset Management Inc. ($2.64M), Arcus Capital Partners LLC ($1.48M), and Onyx Bridge Wealth Group LLC ($616K).Learn more on LCR's institutional investors.

Which institutional investors have been buying Leuthold Core ETF stock?

Of the 12 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: Bridgeworth LLC ($915.83K), Legend Financial Advisors Inc. ($268.11K), Spire Wealth Management ($160.18K), Capital Investment Advisory Services LLC ($146.84K), Koshinski Asset Management Inc. ($101.94K), Onyx Bridge Wealth Group LLC ($22.24K), and Arcus Capital Partners LLC ($14.32K).

How much institutional buying is happening at Leuthold Core ETF?

Institutional investors have bought a total of 1,666,884 shares in the last 24 months. This purchase volume represents approximately $48.97M in transactions.

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

The following institutional investors have sold Leuthold Core ETF stock in the last 24 months: Capital Investment Advisory Services LLC ($51.81K), Koshinski Asset Management Inc. ($20.75K), Bridgeworth LLC ($9.90K), Arcus Capital Partners LLC ($9.24K), Legend Financial Advisors Inc. ($6.81K), Dynamic Advisor Solutions LLC ($4.73K), and Spire Wealth Management ($3.95K).

How much institutional selling is happening at Leuthold Core ETF?

Institutional investors have sold a total of 110,285 shares in the last 24 months. This volume of shares sold represents approximately $3.56M in transactions.


This page (NYSEARCA:LCR) was last updated on 5/8/2024 by MarketBeat.com Staff

From Our Partners