Lufax Holding Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PINNACLE WEALTH PLANNING SERVICES, INC. | 11/13/2024 | 45,991 | $160,509 | 0.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/08/2024 | 449 | $1,567 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/29/2024 | 299 | $1,044 | 0.00% | 0.00% |
| HARVEST FUND MANAGEMENT CO., LTD | 11/13/2024 | 292 | $1,000 | 0.00% | 0.00% |
| CAPE ANN ASSET MANAGEMENT LTD | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| DGS CAPITAL MANAGEMENT, LLC | 12/10/2024 | 0 | $0 | -100.00% | 0.00% |
| MCDONOUGH CAPITAL MANAGEMENT, INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Lufax Holding Ltdinstitutional Ownership - FAQ's
During the previous two years, 19 institutional investors and hedge funds held shares of Lufax Holding Ltd. The most heavily invested institutionals were:
Pinnacle Wealth Planning Services, Inc.: 45,991
EverSource Wealth Advisors, LLC: 449
Farther Finance Advisors, LLC: 299
Harvest Fund Management Co., Ltd: 292
McDonough Capital Management, Inc: 0
DGS Capital Management, LLC: 0
0.01% of Lufax Holding Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 2.88 M shares in the last 24 months. This purchase volume represents approximately $6.94 M in transactions.