Lufax Ownership | Who Owns Lufax?
Lufax Ownership Summary
Lufax is owned by 0.01% institutional investors, 1.90% insiders, and 98.09% retail investors. Pinnacle wealth planning services is the largest institutional shareholder, holding 0.01% of LU shares. KraneShares CSI China Internet ETF is the top mutual fund, with 1.04% of its assets in Lufax shares.
LU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lufax | 0.01% | 1.90% | 98.09% |
| Sector | Financial Services Stocks | 49.98% | 13.96% | 36.06% |
| Industry | Credit Services Stocks | 49.88% | 8.04% | 42.08% |
| Idea | Peer to Peer Lending Stocks List | 32.61% | 4.40% | 63.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pinnacle wealth planning services | 45.99K | 0.01% | $109.00K |
| Harvest fund management | 292.00 | 0.00% | $1.00K |
| Farther finance advisors | 299.00 | 0.00% | $730.00 |
| Cape ann asset management | - | - | - |
| Nelson, van denburg & campbell wealth management group | - | - | - |
| Mcdonough capital management | - | - | - |
| Eversource wealth advisors | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pinnacle wealth planning services | 45.99K | 0.02% | $109.00K |
| Harvest fund management | 292.00 | 0.00% | $1.00K |
| Eversource wealth advisors | - | - | - |
| Cape ann asset management | - | - | - |
| Farther finance advisors | 299.00 | - | $730.00 |
| Mcdonough capital management | - | - | - |
| Nelson, van denburg & campbell wealth management group | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harvest fund management | 292.00 | 0.00% | - |
| Pinnacle wealth planning services | 45.99K | 0.02% | - |
| Eversource wealth advisors | - | - | -132.00 |
| Farther finance advisors | 299.00 | - | -1.07K |
| Nelson, van denburg & campbell wealth management group | - | - | -3.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cape ann asset management | - | - | -1.07M |
| Mcdonough capital management | - | - | -14.85K |
| Nelson, van denburg & campbell wealth management group | - | - | -3.81K |
| Farther finance advisors | 299.00 | - | -1.07K |
| Eversource wealth advisors | - | - | -132.00 |
Sold Out
| Holder | Change |
|---|---|
| Eversource wealth advisors | -132.00 |
| Nelson, van denburg & campbell wealth management group | -3.81K |
| Mcdonough capital management | -14.85K |
| Cape ann asset management | -1.07M |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 4 | -20.00% | 47,031 | -95.83% | - | 21.12% | 1 | - | - | -100.00% |
| Jun 30, 2024 | 5 | -28.57% | 1,128,358 | -1.76% | - | 8207.55% | 1 | -75.00% | 2 | - |
| Mar 31, 2024 | 7 | - | 1,148,599 | -16.62% | - | 1418.03% | 4 | 33.33% | 2 | -50.00% |
| Dec 31, 2023 | 7 | -95.48% | 1,377,605 | -99.63% | - | 0.02% | 3 | -95.31% | 4 | -92.00% |
| Sep 30, 2023 | 155 | -4.91% | 370,499,306 | -10.81% | 16 | 4.86% | 64 | -1.54% | 50 | -15.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| KraneShares CSI China Internet ETF | 9.03M | 1.04% | -1.00 |
| Baillie Gifford Asia ex Japan | 5.97M | 0.69% | 105.82K |
| Baillie Gifford Pacific B Inc | 5.90M | 0.68% | 118.22K |
| SPDR® S&P Kensho New Economies Comps ETF | 2.90M | 0.33% | - |
| Fidelity China Special Ord | 2.75M | 0.32% | - |
| Schwab Fundamental Emerging MarketsEqETF | 2.55M | 0.29% | - |
| Vanguard Total Intl Stock Index Inv | 2.51M | 0.29% | - |
| Vanguard Emerging Mkts Stock Idx Inv | 2.34M | 0.27% | - |
| Pacific Horizon Ord | 1.82M | 0.21% | 1.82M |
| iShares Core MSCI Emerging Markets ETF | 1.80M | 0.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 21, 2006 | KRITZMACHER JOHN A | Chief Financial Officer | Sell | $169.91K |
| Nov 21, 2006 | DAMELIO FRANK A | Chief Operating Officer | Sell | $546.67K |
| Nov 22, 2006 | CHRISTY LANGENFELD CYNTHIA K | President, Network Solutions | Sell | $707.27K |
| Jan 26, 2006 | MEJIA JOSE | President, SCN | Sell | $197.59K |
| Jan 27, 2006 | MEJIA JOSE | President, SCN | Sell | $3.17K |
LU Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools