Recent Quarter Total Invested
$2.67 M
Recent Quarter Institutional Ownership Percentage
0.2%
Total Invested of Last Quarter
$4.85 M
Ownership Percentage of Last Quarter
0.05%
Lufax Holding Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPE ANN ASSET MANAGEMENT LTD | 08/14/2024 | 1.07 M | $2.53 M | -0.35% | 0.19% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/09/2024 | 45,991 | $108,999 | 0.00% | 0.01% |
| MCDONOUGH CAPITAL MANAGEMENT, INC | 08/13/2024 | 14,846 | $35,185 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/31/2024 | 299 | $730 | -78.13% | 0.00% |
| HARVEST FUND MANAGEMENT CO., LTD | 08/08/2024 | 292 | $1,000 | 0.00% | 0.00% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
Lufax Holding Ltdinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of LU shares?
During the previous two years, 19 institutional investors and hedge funds held shares of Lufax Holding Ltd. The most heavily invested institutionals were:
Cape Ann Asset Management Ltd: 1.07 M
Pinnacle Wealth Planning Services, Inc.: 45,991
McDonough Capital Management, Inc: 14,846
Harvest Fund Management Co., Ltd: 292
Nelson, Van Denburg & Campbell Wealth Management Group, LLC: 0
EverSource Wealth Advisors, LLC: 0
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What percentage of Lufax Holding Ltd stock is owned by institutional investors?
0.20% of Lufax Holding Ltd stock is owned by institutional investors.
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How much institutional buying is happening at LU ?
Institutional investors have bought a total of 3.99 M shares in the last 24 months. This purchase volume represents approximately $11.21 M in transactions.