13F QoQ Ownership Changes
LRHC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 3 added · 1 reduced · 2 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 17,788 | +17,788 | $11.3K | +$11.3K | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 5,274 | +5,266 | $3.3K | +$3.3K | 65825.0% |
| Tower Research Capital LLC (TRC) | 7,249 | +6,407 | $4.6K | -$1.4K | 760.9% |
| BANK OF AMERICA CORP /DE/ | 9 | +2 | $6 | -$44 | 28.6% |
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 56 | 0 | $36 | -$367 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 0 | -15,338 | $0 | -$108.3K | — |
| CITIGROUP INC | 0 | -45 | $0 | -$318 | — |