Lifevantage Corp
LFVN- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000849146
In the last 90 days, Lifevantage Corp insiders filed 1 open-market purchase and 1 sale; 88 institutions reported holding it in 13F filings for Q2 2026, worth $36.9M in total; no superinvestor holds it.
Q3 2023 vs. Q2 2023
How the institutions holding Lifevantage Corp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 48 | 2 | 53 | +7 |
| Shares | 2.99M | 73.5K | 3.00M | +83.5K (+2.9%) |
| Value | $13.0M | $319.7K | $19.4M | +$6.68M (+52.7%) |
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Lifevantage Corp at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Heron Bay Capital Management | 21,482 | $138.6K | 0.04% |
| Ritholtz Wealth Management | 20,271 | $130.8K | 0.01% |
| Walleye Capital LLC | 20,069 | $129.4K | 0.00% |
| Simplex Trading, LLC | 7,398 | $47.0K | 0.00% |
| UBS Group AG | 3,628 | $23.4K | 0.00% |
| Ronald Blue Trust, Inc. | 1,686 | $7.00K | 0.00% |
| Bogart Wealth, LLC | 250 | $1.61K | 0.00% |
| Legacy Financial Group LLC | 200 | $1.29K | 0.00% |
| Federated Hermes, Inc. | 97 | $626 | 0.00% |
| Bank of America Corp | 20 | $129 | 0.00% |
| Qube Research & Technologies Ltd | 1 | $6 | 0.00% |
| Asset Dedication, LLC | 73 | $0 | 0.00% |
Sold out (5)
Institutions that held Lifevantage Corp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,414 | $45.3K |
| Tower Research Capital LLC (TRC) | 3,895 | $16.9K |
| Group One Trading, L.P. | 391 | $1.70K |
| Spire Wealth Management | 200 | $870 |
| Wealth Management Resources, Inc. | 2,931 | – |
Not filed for Q3 2023 yet (2)
Institutions that held Lifevantage Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 58,911 | $256.3K |
| Carlsbad Wealth Advisory Group, Inc. | 14,573 | $63.4K |