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LFVN - Lifevantage Corp Stock Price, Fair Value and News
6.62
USD
+0.02
(+0.30%)
Delayed
as of 18 Apr 2024, 01:01 pm ET
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LFVN
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Funds-Owners-Holders
Which funds bought or sold LFVN recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-16
Asset Dedication, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
Sound Income Strategies, LLC
ADDED
Premium
Premium
Premium
Premium
653
2024-04-15
St. Johns Investment Management Company, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,075
2024-04-12
New England Professional Planning Group Inc.
ADDED
Premium
Premium
Premium
Premium
11,170
2024-03-11
VANGUARD GROUP INC
UNCHANGED
Premium
Premium
Premium
Premium
462,212
2024-02-28
EP Wealth Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
19,449
2024-02-16
HARBOUR INVESTMENTS, INC.
UNCHANGED
Premium
Premium
Premium
Premium
1,125
2024-02-16
PRICE T ROWE ASSOCIATES INC /MD/
UNCHANGED
Premium
Premium
Premium
Premium
20,700
2024-02-15
BARCLAYS PLC
UNCHANGED
Premium
Premium
Premium
Premium
30,358
2024-02-15
Farther Finance Advisors, LLC
NEW
Premium
Premium
Premium
Premium
42.00
2024-02-14
MILLENNIUM MANAGEMENT LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
CITADEL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
1,027
2024-02-14
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
1,986
2024-02-14
BRIDGEWAY CAPITAL MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
96,361
2024-02-14
BNP PARIBAS FINANCIAL MARKETS
UNCHANGED
Premium
Premium
Premium
Premium
231
2024-02-14
Empowered Funds, LLC
ADDED
Premium
Premium
Premium
Premium
70,461
2024-02-14
Walleye Capital LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
BANK OF AMERICA CORP /DE/
REDUCED
Premium
Premium
Premium
Premium
6.00
2024-02-14
STATE STREET CORP
ADDED
Premium
Premium
Premium
Premium
46,591
2024-02-13
BlackRock Inc.
ADDED
Premium
Premium
Premium
Premium
205,506
2024-02-13
GLOBEFLEX CAPITAL L P
UNCHANGED
Premium
Premium
Premium
Premium
41,764
2024-02-13
ACADIAN ASSET MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
221,967
2024-02-13
MORGAN STANLEY
ADDED
Premium
Premium
Premium
Premium
17,396
2024-02-13
AMERICAN CENTURY COMPANIES INC
REDUCED
Premium
Premium
Premium
Premium
58,728
Rows per page:
10
25
50
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1–25 of 60
Which funds are the top buyers of LFVN?
Fund Name
# Shares
$ Value
% Port.
RENAISSANCE TECHNOLOGIES LLC
838,118
5,029,000
0.01%
VANGUARD GROUP INC
462,212
2,773,270
-
DIMENSIONAL FUND ADVISORS LP
313,378
1,880,270
-
ACADIAN ASSET MANAGEMENT LLC
221,967
1,329,000
-
BlackRock Inc.
205,506
1,233,040
-
GEODE CAPITAL MANAGEMENT, LLC
116,787
700,885
-
BRIDGEWAY CAPITAL MANAGEMENT, LLC
96,361
578,166
0.01%
PERKINS CAPITAL MANAGEMENT INC
76,113
457,000
0.39%
Empowered Funds, LLC
70,461
422,766
0.01%
Rows per page:
10
1–10 of 60
Which funds have put a big percent of portfolio in LFVN?
Fund Name
$ Value
% Port.
PERKINS CAPITAL MANAGEMENT INC
457,000
0.39%
Carlsbad Wealth Advisory Group, Inc.
63,393
0.04%
New England Professional Planning Group Inc.
67,578
0.04%
Heron Bay Capital Management
134,088
0.03%
GLOBEFLEX CAPITAL L P
250,584
0.03%
Urban Wealth Management, LLC
4,000
0.01%
BRIDGEWAY CAPITAL MANAGEMENT, LLC
578,166
0.01%
Empowered Funds, LLC
422,766
0.01%
RENAISSANCE TECHNOLOGIES LLC
5,029,000
0.01%
Rows per page:
10
1–10 of 60
Trend of No. of funds that hold LFVN
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
EA Series Trust
256,263
Carlsbad Wealth Advisory Group, Inc.
63,393
Connor, Clark & Lunn Investment Management Ltd.
61,020
Urban Wealth Management, LLC
4,000
Tower Research Capital LLC (TRC)
3,582
Global Retirement Partners, LLC
1,599
Crewe Advisors LLC
858
Farther Finance Advisors, LLC
252
Additions
Fund Name
% Increased
Qube Research & Technologies Ltd
74,200
NORTHERN TRUST CORP
90.04
FEDERATED HERMES, INC.
27.84
RITHOLTZ WEALTH MANAGEMENT
23.46
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
20.55
MORGAN STANLEY
12.83
DIMENSIONAL FUND ADVISORS LP
11.27
Empowered Funds, LLC
9.88
Reductions
Fund Name
% Reduced
Royal Bank of Canada
-77.38
CITADEL ADVISORS LLC
-71.86
BANK OF AMERICA CORP /DE/
-70.00
UBS Group AG
-54.8
OSAIC HOLDINGS, INC.
-50.26
JPMORGAN CHASE & CO
-44.64
BRIDGEWAY CAPITAL MANAGEMENT, LLC
-15.57
BRIDGEWAY CAPITAL MANAGEMENT, LLC
-15.57
Sold off
Fund Name
$ Sold
Asset Dedication, LLC
-
MILLENNIUM MANAGEMENT LLC
-575,185
Walleye Capital LLC
-129,445
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
SIMPLEX TRADING, LLC
-47,000