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Institutional Holdings

LGL

Ownership Summary

Institutions Holding
21
Total Shares Held
2,023,926
Total Value Held
$13,865,383
Quarter
2026-06-30

Active Positions

Increased Positions
5
302,133 shares
Decreased Positions
3
569,365 shares
Held Positions
3
774,288 shares
New Positions
9
378,140 shares
Sold Out Positions
1
500 shares
Institution Shares Value Change % of Portfolio Reported
GAMCO INVESTORS, INC. ET AL 670,781 $4,635,097 Unchanged 0.04% 2026-06-30
BARD ASSOCIATES INC 488,923 $3,378,458 ▼ -934 0.75% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 248,692 $1,718,462 New position 0.00% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 169,494 $1,171,204 ▲ +2,900 0.00% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 99,240 $685,748 Unchanged 0.00% 2026-06-30
CALDWELL SUTTER CAPITAL, INC. 78,955 $545,579 ▼ -1,896 0.21% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 77,866 $538,273 ▲ +39,593 0.00% 2026-06-30
Cable Car Capital, LP 50,000 $345,500 New position 0.01% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 46,306 $319,974 New position 0.00% 2026-06-30
CITADEL ADVISORS LLC 25,367 $175,286 ▲ +5,110 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 15,890 $109,798 ▲ +414 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 14,319 $98,944 New position 0.00% 2026-06-30
BlackRock, Inc. 13,516 $93,396 ▲ +5,119 0.00% 2026-06-30
UMB Bank, n.a. 4,267 $29,485 Unchanged 0.00% 2026-06-30
MORGAN STANLEY 1,487 $10,275 ▼ -2,955 0.00% 2026-06-30
UBS Group AG 663 $4,581 New position 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 333 $2,301 New position 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 327 $2,260 New position 0.00% 2026-06-30
BARCLAYS PLC 100 $691 New position 0.00% 2026-06-30
ABC ARBITRAGE SA 17,400 $71 New position 0.00% 2026-06-30
Sound Income Strategies, LLC 0 $0 Sold out 2026-06-30