LifeVantage Ownership | Who Owns LifeVantage?
LifeVantage Ownership Summary
LifeVantage is owned by 31.42% institutional investors, 16.90% insiders, and 51.68% retail investors. Renaissance is the largest institutional shareholder, holding 6.88% of LFVN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.31% of its assets in LifeVantage shares.
LFVN Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | LifeVantage | 31.42% | 16.90% | 51.68% |
Sector | Consumer Defensive Stocks | 48.86% | 13.01% | 38.12% |
Industry | Packaged Foods Stocks | 53.03% | 11.98% | 34.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Renaissance | 855.12K | 6.88% | $5.49M |
Vanguard group | 498.28K | 4.01% | $3.20M |
Dimensional fund advisors lp | 310.40K | 2.50% | $1.99M |
Acadian asset management | 223.97K | 1.80% | $1.44M |
Blackrock | 200.86K | 1.62% | $1.29M |
Geode capital management | 122.84K | 0.99% | $788.82K |
Bridgeway capital management | 110.77K | 0.89% | $711.11K |
Empowered funds | 78.86K | 0.63% | $506.27K |
Perkins capital management | 76.11K | 0.61% | $489.00K |
Bank of new york mellon | 64.01K | 0.52% | $410.95K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Perkins capital management | 76.11K | 0.46% | $489.00K |
New england professional planning group | 11.23K | 0.04% | $72.10K |
Heron bay capital management | 23.09K | 0.03% | $148.24K |
Globeflex capital l p | 41.76K | 0.03% | $268.13K |
Bridgeway capital management | 110.77K | 0.02% | $711.11K |
Renaissance | 855.12K | 0.01% | $5.49M |
Empowered funds | 78.86K | 0.01% | $506.27K |
Hillsdale investment management | 13.72K | 0.01% | $88.08K |
St. johns investment management company | 2.08K | 0.01% | $13.32K |
Acadian asset management | 223.97K | 0.00% | $1.44M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Vanguard group | 498.28K | 0.00% | 23.26K |
Renaissance | 855.12K | 0.01% | 17.30K |
Newedge advisors | 15.08K | 0.00% | 14.68K |
Bridgeway capital management | 110.77K | 0.02% | 8.66K |
Empowered funds | 78.86K | 0.01% | 2.66K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
O'shaughnessy asset management | 43.34K | 0.00% | -15.48K |
Connor, clark & lunn investment management | - | - | -15.30K |
Acadian asset management | 223.97K | 0.00% | -4.12K |
Ritholtz wealth management | 17.69K | 0.00% | -3.96K |
Blackrock | 200.86K | - | -3.83K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Ica group wealth management | 500.00 | 0.00% | 500.00 | $3.21K |
Jones financial companies lllp | 100.00 | - | 100.00 | $642.00 |
Sold Out
Holder | Change |
---|---|
Innealta capital | -3.00 |
Federated hermes | -81.00 |
Bogart wealth | -250.00 |
Connor, clark & lunn investment management | -15.30K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 71 | 29.09% | 3,821,598 | 28.80% | 31 | 5.51% | 32 | 88.24% | 11 | -21.43% |
Jun 30, 2024 | 55 | 5.77% | 2,967,011 | 0.69% | 23 | 4.37% | 17 | -26.09% | 14 | 7.69% |
Mar 31, 2024 | 52 | -3.70% | 2,946,762 | 1.22% | 23 | 4.39% | 23 | 21.05% | 13 | 18.18% |
Dec 31, 2023 | 54 | - | 2,911,217 | -3.01% | 23 | 4.04% | 19 | -5.00% | 11 | -31.25% |
Sep 30, 2023 | 54 | 10.20% | 3,001,583 | 0.33% | 23 | 4.25% | 20 | 17.65% | 16 | 33.33% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 289.61K | 2.31% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 195.11K | 1.56% | -500.00 |
CMC G&I | 84.97K | 0.68% | 84.97K |
Avantis US Small Cap Value ETF | 84.54K | 0.67% | - |
EA Bridgeway Omni Small-Cap Value ETF | 78.86K | 0.63% | - |
DFA US Small Cap I | 72.73K | 0.58% | - |
CMC SMID | 68.38K | 0.55% | 68.38K |
Fidelity Extended Market Index | 61.12K | 0.49% | -8.61K |
CMC DVD | 49.48K | 0.40% | 49.48K |
DFA US Micro Cap I | 41.43K | 0.33% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Sep 17, 2024 | Lewis Darwin | - | Buy | $3.56K |
Sep 17, 2024 | Lewis Darwin | - | Buy | $61.41 |
Sep 03, 2024 | Mauro Garry Paul | - | Buy | $2.31K |
Sep 03, 2024 | Mauro Garry Paul | - | Buy | $473.92 |
Sep 03, 2024 | Mauro Garry Paul | - | Buy | $4.44K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | 5 | - |
2024 Q2 | 2 | - |
2024 Q1 | 4 | - |
2023 Q4 | 6 | 1 |
LFVN Ownership FAQ
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