Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
4201 Lantern Wealth Advisors LLC 2024Q4 132 $153.32M
4202 Lantz Financial LLC 2025Q1 219 $349.02M
4203 Laraway Financial Advisors Inc 2024Q4 117 $129.17M
4204 Larson Financial Group LLC 2025Q1 2996 $2.03B
4205 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2024Q4 44 $2.37B
4206 LaSalle St. Investment Advisors LLC 2024Q4 266 $261.28M
4207 LASRY MARC 2024Q4 9 $8.15M
4208 Latash Investments LLC 2024Q4 16 $128.15M
4209 LATHROP INVESTMENT MANAGEMENT CO 2024Q4 86 $524.6M
4210 Latigo Investments LLC 2025Q1 17 $187.58M
4211 Latitude Advisors LLC 2025Q1 178 $165.36M
4212 Latko Wealth Management Ltd. 2025Q1 24 $146.31M
4213 Lattice Capital Management LLC 2025Q1 21 $96.24M
4214 Lauer Wealth LLC 2025Q1 45 $123.99M
4215 Laurel Wealth Advisors LLC 2025Q1 675 $581.47M
4216 Laurel Wealth Planning LLC 2025Q1 55 $147.67M
4217 Laurion Capital Management LP 2024Q4 142 $1.57B
4218 Laurus Global Equity Management Inc. 2025Q1 46 $149.84M
4219 Lauterbach Financial Advisors LLC 2025Q1 72 $160.29M
4220 Lavaca Capital LLC 2024Q4 287 $226.56M
4221 LAWSON KROEKER INVESTMENT MANAGEMENT INC 2025Q1 89 $541.87M
4222 LAZARD ASSET MANAGEMENT LLC 2024Q4 2065 $63.32B
4223 Lazard Freres Gestion S.A.S. 2025Q1 101 $4.11B
4224 LAZARI CAPITAL MANAGEMENT INC. 2025Q1 150 $240.18M
4225 LB Partners LLC 2025Q1 22 $138.97M
4226 LBJ Family Wealth Advisors Ltd. 2025Q1 28 $156.64M
4227 LBMC INVESTMENT ADVISORS LLC 2025Q1 198 $1.28B
4228 LBP AM SA 2025Q1 363 $6.48B
4229 LCM Capital Management Inc 2025Q1 100 $170.31M
4230 LCNB CORP 2024Q4 179 $274.27M
4231 LDR Capital Management LLC 2025Q1 25 $61.51M
4232 Lead Edge Capital Management LLC 2024Q4 9 $295.64M
4233 Leading Edge Financial Planning LLC 2025Q1 55 $303.86M
4234 Leading Securities Co Ltd 2025Q1 4 $16.64M
4235 LEAVELL INVESTMENT MANAGEMENT INC. 2025Q1 531 $1.9B
4236 Lebenthal Global Advisors LLC 2024Q4 185 $495.91M
4237 LECAP ASSET MANAGEMENT LTD 2025Q1 278 $428.24M
4238 LeClair Wealth Partners LLC 2024Q4 96 $149.99M
4239 LEDERER & ASSOCIATES INVESTMENT COUNSEL 2025Q1 81 $136.59M
4240 Ledgewood Wealth Advisors LLC 2025Q1 67 $133.23M
4241 Ledyard National Bank 2025Q1 211 $1.01B
4242 LEE DANNER & BASS INC 2025Q1 220 $1.24B
4243 Lee Financial Co 2024Q4 175 $684.12M
4244 LEE JOHNSON CAPITAL MANAGEMENT LLC 2025Q1 39 $189.08M
4245 Lee-Kelleher Wealth Management 2025Q1 35 $135.2M
4246 Leelyn Smith LLC 2025Q1 126 $558.36M
4247 Leeward Financial Partners LLC 2025Q1 83 $258.14M
4248 Leeward Investments LLC - MA 2025Q1 143 $1.88B
4249 Left Brain Wealth Management LLC 2025Q1 85 $225.94M
4250 Legacy Advisors LLC 2025Q1 430 $970.56M
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