13F QoQ Ownership Changes
LPLA Institutional Holders
Period 2025-12-31 · prior 2025-06-30 · 1 new · 0 added · 1 reduced · 0 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 1,944 | +1,944 | $694.3K | +$694.3K | — |
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| EVERETT HARRIS & CO /CA/ | 591 | 0 | $211.1K | -$10.5K | 0.0% |