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STOCK TICKER:
ST SR TR LEHM AG BND   (ticker: LAG)
Institutions' Indicator :          Buy          (Click Here For Details)
INSTITUTIONS' Score: 70
0 100 70
Current Holdings: 113,479,828
Previous Holdings: 89,271,043
Change: 27.12%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
LPL Financial CORP 138%2,615,019 4,513,666 Creative Planning 100%2,242,249 7,127
Frontier Wealth Management LLC bought2,121,503 2,121,503 STATE STREET CORP 10%1,194,460 10,749,797
AMERIPRISE FINANCIAL INC bought1,914,956 1,914,956 RiverFront Investment Group, LLC 7%518,184 7,120,328
MORGAN STANLEY bought1,222,540 1,222,540 Epstein & White Financial LLC 33%479,478 981,571
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought1,202,682 1,202,682 NICOLET ADVISORY SERVICES, LLC 47%420,105 467,005
PMFM Inc. bought1,001,312 1,001,312 Clear Creek Financial Management, LLC 24%237,065 748,372
ENVESTNET ASSET MANAGEMENT INC 33%980,815 3,949,574 CFG Asset Management LLC 30%235,990 560,649
BANK OF AMERICA CORP /DE/ bought944,747 944,747 RAYMOND JAMES & ASSOCIATES 8%211,283 2,410,807
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought849,206 849,206 CLS INVESTMENT FIRM, LLC 14%202,221 1,255,987
Private Advisor Group, LLC 87%838,631 1,805,200 Global Financial Private Capital, LLC 20%189,794 747,803
N.E.W. Advisory Services LLC bought821,432 821,432 Compass Ion Advisors, LLC sold185,263 0
ROYAL BANK OF CANADA bought783,222 783,222 Allen Capital Group, LLC sold183,373 0
Qube Research & Technologies Ltd bought747,219 747,219 Gradient Investments LLC 3%168,422 4,942,645
PFS INVESTMENTS INC. 163%741,875 1,198,153 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV sold128,770 0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 58%720,291 1,972,079 Susquehanna International Group, LLP 75%122,180 40,840
BB&T CORP bought602,652 602,652 Brio Consultants, LLC 22%121,512 425,596
JANE STREET GROUP, LLC 2,288%481,070 502,095 Hanson McClain, Inc. 5%98,305 2,037,580
Wealthquest Corp bought456,038 456,038 Jacobi Capital Management LLC 99%85,125 1,104
WALLER FINANCIAL PLANNING GROUP, INC 111%418,209 796,340 Comprehensive Portfolio Management, LLC 36%83,294 147,048
Feltz Wealth PLAN Inc. bought340,113 340,113 SENTINEL PENSION ADVISORS INC 7%76,323 999,267
Rockbridge Investment Management, LCC bought282,221 282,221 Aspire Private Capital, LLC 15%60,363 342,851
STRINGER ASSET MANAGEMENT, LLC bought266,553 266,553 First Heartland Consultants, Inc. 20%58,483 237,847
ATRIA INVESTMENTS LLC bought252,584 252,584 Aveo Capital Partners, LLC sold53,439 0
ARGI Investment Services, LLC 7%248,992 3,855,958 OLD MISSION CAPITAL LLC 17%48,824 234,062
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 12%248,360 2,403,090 Janney Montgomery Scott LLC 6%37,051 583,291
Alliance Wealth Management Group bought239,428 239,428 Strategic Financial Group, LLC 8%35,578 429,758
AlphaStar Capital Management, LLC 77%237,270 544,240 Strategic Blueprint, LLC 40%32,678 48,611
Good Life Advisors, LLC 36%222,507 841,893 FormulaFolio Investments, LLC 14%28,165 175,851
JT Stratford LLC bought217,891 217,891 RDA Financial Network 47%23,310 26,448
WELLS FARGO & CO/MN 22%203,256 1,110,928 IFP Advisors, Inc 53%21,745 19,075
Waterloo Capital, L.P. bought189,306 189,306 Bay Harbor Wealth Management, LLC 21%21,477 82,087
RESTON WEALTH MANAGEMENT LLC 49%185,060 566,290 Pinnacle Wealth Planning Services, Inc. 8%19,121 226,157
Sawtooth Asset Management, Inc. bought184,716 184,716 PAX Financial Group, LLC 5%17,597 325,893
Heartwood Wealth Advisors LLC 20%147,033 893,582 TCG Advisors, LP sold16,681 0
Financial Advocates Investment Management 253%138,752 193,590 TRANSCEND WEALTH COLLECTIVE, LLC sold16,080 0
WRAPMANAGER INC 36%134,880 505,512 Compass Financial Group, Inc. sold15,128 0
FOUNDERS FINANCIAL SECURITIES LLC bought127,629 127,629 Towercrest Capital Management 5%14,285 264,301
TOWNSQUARE CAPITAL LLC 6%125,131 2,333,989 ERn Financial, LLC 7%12,630 169,352
Raymond James Financial Services Advisors, Inc. 294%123,532 165,554 JustInvest LLC sold11,905 0
VisionPoint Advisory Group, LLC bought115,352 115,352 Shilanski & Associates, Inc. 39%11,492 17,964
GeoWealth Management, LLC bought114,376 114,376 Stone House Investment Management, LLC sold11,466 0
Trilogy Capital Inc. 6%108,633 2,045,412 HORAN CAPITAL MANAGEMENT 9%11,450 109,633
Golden State Wealth Management, LLC bought106,977 106,977 Strategic Wealth Partners, Ltd. 14%11,240 70,151
FIRST TRUST ADVISORS LP 212%99,140 145,836 Insight Wealth Strategies, LLC sold10,587 0
Transamerica Financial Advisors, Inc. 7,125%96,834 98,193 CLIENT 1ST ADVISORY GROUP, LLC sold10,425 0
Belpointe Asset Management LLC bought96,279 96,279 J P MORGAN CHASE & CO sold10,400 0
CWM, LLC 10%94,592 1,001,447 Willow Creek Wealth Management Inc. 7%10,107 139,614
Barber Financial Group, Inc. 8%92,591 1,186,753 CAHABA WEALTH MANAGEMENT, INC. 18%10,071 47,291
Legacy Wealth Partners, Inc. bought83,893 83,893 ALESCO ADVISORS LLC 19%9,696 41,419
TOBIAS FINANCIAL ADVISORS, INC. 7%81,202 1,279,417 SkyOak Wealt, LLC sold9,346 0
Executive Wealth Management, LLC 739%80,066 90,903 Savant Capital Management Inc 7%9,294 122,536
Stratos Wealth Advisors, LLC bought69,022 69,022 Boston Standard Wealth Management, LLC 1%9,024 829,659
STIFEL FINANCIAL CORP bought68,295 68,295 Retirement Planning Group sold9,007 0
Wealthcare Advisory Partners LLC 13%67,824 607,256 Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC sold8,719 0
Warren Averett Asset Management, LLC 10%67,480 773,228 Rosenberg Matthew Hamilton 22%8,689 31,428
COLTON GROOME FINANCIAL ADVISORS, LLC 105%65,617 128,081 MERCER GLOBAL ADVISORS INC /ADV sold8,538 0
Cornerstone Wealth Management, LLC bought63,728 63,728 Armbruster Capital Management, Inc. sold8,275 0
FIFTH THIRD SECURITIES, INC. bought63,555 63,555 AFFINITY WEALTH MANAGEMENT sold8,219 0
TRUEFG, LLC 16%62,315 457,059 Pure Financial Advisors, Inc. 3%7,931 235,470
Trinity Wealth Management, LLC 15%62,134 488,920 LEVEL FOUR ADVISORY SERVICES, LLC 44%7,380 9,578
AE Wealth Management LLC 55%56,529 159,310 Balentine LLC 58%7,364 5,362
Advisor OS, LLC bought56,399 56,399 Ausdal Financial Partners, Inc. sold7,138 0
Larson Financial Group LLC 28%53,401 241,765 Capital Investment Advisory Services, LLC 38%7,077 11,306
Livingston Group Asset Management CO (operating as Southport Capital Management) bought50,157 50,157 QUEST CAPITAL MANAGEMENT INC /ADV sold7,034 0
GOLDMAN SACHS GROUP INC bought45,094 45,094 Dynamic Advisors Solutions LLC sold6,900 0
Aptus Capital Advisors, LLC 96%45,017 92,094 VERUS CAPITAL PARTNERS, LLC 100%6,625 28
MONETA GROUP INVESTMENT ADVISORS INC 15%44,910 338,788 Strategic Investment Advisors / MI 20%6,335 25,148
RFG Advisory Group, LLC 4%43,227 1,214,522 Vestmark Advisory Solutions, Inc. 9%5,937 62,543
Advisory Services Network, LLC bought37,285 37,285 Allred Capital Management, LLC 19%5,691 24,307
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 445%35,750 43,786 Emerald Investment Partners, LLC 4%5,485 137,547
FLAGSHIP HARBOR ADVISORS, LLC 143%35,013 59,547 DEUTSCHE BANK AG 77%4,589 1,366
Baltimore-Washington Financial Advisors, Inc. 33%33,973 137,735 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 2%4,083 187,751
Alexandria Capital, LLC 13%33,595 286,051 CITIGROUP INC 16%4,011 21,097
Stewardship Advisors, LLC 4%28,960 824,840 Beacon Financial Advisory LLC 8%3,820 46,893
Advisory Resource Group 32%28,750 117,724 Perigon Wealth Management, LLC 21%3,350 12,587
Prospera Financial Services bought28,172 28,172 REILLY FINANCIAL ADVISORS, LLC 11%3,239 27,345
Walkner Condon Financial Advisors LLC bought28,008 28,008 LifePlan Financial Group, Inc 20%3,178 12,750
First Ascent Asset Management, LLC bought27,767 27,767 BRIGHTON JONES LLC 10%3,054 26,600
SigFig Wealth Management, LLC 7%27,256 394,380 Copperwynd Financial, LLC 6%2,623 37,779
OARSMAN CAPITAL, INC. 26%25,870 124,247 Inscription Capital, LLC 7%2,429 32,158
Western Wealth Management, LLC bought25,350 25,350 E&G Advisors, LP 1%2,132 308,389
Relative Value Partners Group, LLC bought24,840 24,840 Wechter Feldman Wealth Management, Inc. 1%1,869 267,277
Pinnacle Advisory Group, Inc. bought24,815 24,815 Resources Investment Advisors, Inc. 10%1,832 16,791
Baker Avenue Asset Management, LP 2%24,621 1,655,839 Quantitative Advantage LLC 1%1,814 128,654
Arete Wealth Advisors, LLC 21%23,461 135,382 GIRARD PARTNERS LTD. 0%1,794 843,569
Mutual Advisors, LLC bought22,275 22,275 IndexIQ Advisors LLC 87%1,601 239
GREAT VALLEY ADVISOR GROUP, INC. bought22,156 22,156 Penserra Capital Management LLC sold1,584 0
Money Design Co.,Ltd. 2%22,155 1,066,463 NEXT Financial Group, Inc sold1,475 0
Detalus Advisors, LLC bought20,806 20,806 JNBA Financial Advisors 14%1,367 8,278
J.W. COLE ADVISORS, INC. bought20,291 20,291 PROEQUITIES, INC. 7%1,180 15,882
HUNTINGTON ASSET ADVISORS, INC. 29%20,057 89,182 Capital Advisors, Ltd. LLC sold1,014 0
Stratos Wealth Partners, LTD. 33%19,576 79,147 MCMILLION CAPITAL MANAGEMENT INC sold1,000 0
CAPTRUST FINANCIAL ADVISORS 10%18,299 197,066 Beacon Capital Management, Inc. 17%927 4,654
Ballast, Inc. 215%17,139 25,119 Beaumont Financial Partners, LLC 5%883 15,649
Sowell Financial Services LLC 38%16,929 61,337 Multi-Financial Securities Corp 2%836 36,450
UBS Group AG 8%15,810 219,481 Institute for Wealth Management, LLC. 6%765 12,077
Sunbelt Securities, Inc. bought14,335 14,335 Moloney Securities Asset Management, LLC 6%761 11,084
Glovista Investments LLC bought13,810 13,810 MBE Wealth Management, LLC sold714 0
Focused Wealth Management, Inc 3%12,752 514,874 RAYMOND JAMES TRUST CO 8%578 6,805
Camden Capital, LLC bought12,035 12,035 Stearns Financial Services Group sold529 0
CENTAURUS FINANCIAL, INC. 12%11,657 107,873 Ellis Investment Partners, LLC sold527 0
NYL Investors LLC 9%10,200 120,700 REDW Stanley Financial Advisors LLC 6%520 8,496
First Allied Advisory Services, Inc. bought9,367 9,367 FIFTH THIRD BANCORP sold513 0
Horizon Investments, LLC/SC bought8,891 8,891 SHEETS SMITH & ASSOCIATES INC 6%500 8,000
Valtinson Bruner Financial Planning LLC 2%8,507 528,878 AMERITAS INVESTMENT CORP sold460 0
PRINCIPAL FINANCIAL GROUP INC 12%8,447 80,401 Peterson Wealth Advisors, LLC 2%405 18,853
SlateStone Wealth, LLC 5%8,384 186,563 MEEDER ASSET MANAGEMENT INC sold405 0
TWO SIGMA SECURITIES, LLC bought7,426 7,426 Cordasco Financial Network 10%395 3,745
F3Logic, LLC bought7,144 7,144 Astoria Strategic Wealth, Inc. 0%347 961,836
Carnegie Capital Asset Management, LLC 9%7,124 82,884 Advocacy Wealth Management Services, LLC 10%336 2,870
ZACKS INVESTMENT MANAGEMENT bought6,884 6,884 PARAMETRIC PORTFOLIO ASSOCIATES 2%297 17,444
Cascadia Advisory Services, LLC bought6,781 6,781 Foster Victor Wealth Advisors, LLC 0%238 83,840
SAND HILL ADVISORS INC/CA 12%6,577 63,461 Hartford Financial Management Inc. sold201 0
BENJAMIN F. EDWARDS & COMPANY, INC. 132%6,488 11,386 US BANCORP DE sold196 0
Kohmann Bosshard Financial Services, LLC bought6,075 6,075 Deane Retirement Strategies, Inc. 1%186 25,662
FMR LLC bought5,721 5,721 Hudock Moyer Wealth Resources, LLC 10%155 1,384
Patriot Financial Group Insurance Agency, LLC 165%5,661 9,095 Savior LLC 8%154 1,674
Capital Asset Advisory Services LLC 8%5,591 78,582 JFS WEALTH ADVISORS, LLC 7%148 1,988
MANAGED ACCOUNT SERVICES INC 17%5,443 36,641 Financial Gravity Wealth, Inc. sold131 0
MML INVESTORS SERVICES, LLC 8%5,041 69,740 Archer Investment Corp sold96 0
PARK AVENUE SECURITIES LLC 13%4,675 41,418 New England Investment & Retirement Group, Inc. sold91 0
COMMONWEALTH EQUITY SERVICES, LLC. 5%4,179 85,802 Change Path, LLC 5%89 1,817
McNamara Financial Services, Inc. 0%4,089 987,832 Lake Point Wealth Management 59%86 61
HBW Advisory Services LLC 5%3,835 79,826 SIGNATUREFD, LLC sold73 0
LexAurum Advisors, LLC 2%3,822 200,130 Princeton Global Asset Management LLC sold50 0
Lutz Financial Services LLC 7%3,753 55,190 Certified Advisory Corp 0%48 12,900
AdvisorNet Financial, Inc 1%3,502 345,016 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2%44 1,877
APPLETON PARTNERS INC/MA 2%3,439 141,962 FFCM LLC 10%27 242
Laurel Wealth Advisors, Inc. 12%3,314 30,886 Harel Insurance Investments & Financial Services Ltd. no change 57,494
Paulson Wealth Management Inc. 3%3,240 99,911 Banco Santander, S.A. no change 55,300
Aldebaran Financial Inc. 10%3,212 35,165 Clearshares LLC no change 138,436
IHT Wealth Management, LLC 36%3,017 11,375 RED CEDAR INVESTMENT MANAGEMENT, LLC no change 16,578
Financial Network bought2,654 2,654 Freestone Capital Holdings, LLC no change 17,512
Cetera Investment Advisers 2%2,644 141,244 Asset Dedication, LLC no change 6,978
BANK OF MONTREAL /CAN/ 459%2,365 2,880 EVOKE WEALTH, LLC no change 78
Mariner Wealth Advisors, LLC 4%2,346 65,887 Parallel Advisors, LLC no change 55
QUADRANT CAPITAL GROUP LLC bought2,029 2,029 BOURGEON CAPITAL MANAGEMENT LLC no change 400
Cooper Financial Group 13%1,794 15,522 ROWLAND CARMICHAEL ADVISORS INC /ADV no change 686
Integrated Wealth Concepts LLC 14%1,734 13,701 OPTIMUM INVESTMENT ADVISORS no change 800
Amerivest Investment Management LLC 4%1,661 39,926 UNIONBANCAL CORP no change 2,300
SNS Financial Group, LLC 4%1,598 38,213 Weaver Consulting Group no change 2,383
Gierl Augustine Investment Management Inc 2%1,588 71,481 Global Strategic Investment Solutions, LLC no change 8,000
Foundations Investment Advisors, LLC 9%1,583 19,091 Windsor Group LTD no change 9,361
Sonora Investment Management, LLC bought1,376 1,376 Lehman & Derafelo Financial Resources LLC no change 974
Syntal Capital Partners, LLC 3%1,245 39,731 Financial Architects, Inc no change 3,436
Harwood Advisory Group, LLC 17%1,172 7,952 First PREMIER Bank no change 2,844
Tempus Wealth Planning, LLC 1%1,017 194,969 Traverso Chambers Private Wealth Management, LLC no change 13,041
Bruderman Asset Management, LLC 2%894 50,758
OLD SECOND NATIONAL BANK OF AURORA 135%847 1,476
Orion Portfolio Solutions, LLC bought810 810
PFG Private Wealth Management, LLC 6%646 11,356
BLAIR WILLIAM & CO/IL 29%623 2,764
Squar Milner Financial Services LLC 5%550 10,581
Koshinski Asset Management, Inc. 1%545 72,293
Global Retirement Partners, LLC bought540 540
55I, LLC 3%457 14,601
Capital Analysts, Inc. 3%365 14,517
Ancora Advisors, LLC 6%356 5,860
PNC FINANCIAL SERVICES GROUP INC bought350 350
Roundview Capital LLC 0%344 138,860
PFG Financial Advisors 1%207 15,445
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1%167 26,100
Summit Investment Advisors, Inc. bought165 165
Winch Advisory Services, LLC 0%92 31,468
SRS Capital Advisors, Inc. bought90 90
MOSELEY INVESTMENT MANAGEMENT INC 0%26 8,802
Sound Income Strategies, LLC 1%24 3,825
CABANA LLC bought2 2
Horan Securities, Inc. 0%1 2,823
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