Recent Quarter Total Invested
$164,120
Recent Quarter Institutional Ownership Percentage
0.01%
Total Invested of Last Quarter
$2.67 M
Ownership Percentage of Last Quarter
0.2%
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% |
| MCDONOUGH CAPITAL MANAGEMENT, INC | 11/14/2024 | 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:
Pinnacle Wealth Planning Services, Inc.: 45,991
EverSource Wealth Advisors, LLC: 449
Farther Finance Advisors, LLC: 299
Harvest Fund Management Co., Ltd: 292
Cape Ann Asset Management Ltd: 0
McDonough Capital Management, Inc: 0
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What percentage of Lufax Holding Ltd stock is owned by institutional investors?
0.01% 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 2.91 M shares in the last 24 months. This purchase volume represents approximately $6.80 M in transactions.