LCLG ADVISORS SER TR
FollowLOGAN CAP BRD IN (fund)
4 managers (4 13F filers) reported a position in LCLG shares at 2025-09-30, 1,379,870 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 0
- Added
- 2
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 1,379,870
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| LOGAN CAPITAL MANAGEMENT INC | 1,043,067 | $65.4M | 2.76% | -522 | 13F-HRTimeline |
| TOWNSQUARE CAPITAL LLC | 334,621 | $21M | 3.18% | +16,892 | 13F-HRTimeline |
| LANARK FINANCIAL, INC. | 1,897 | $119K | 0.01% | +157 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 285 | $17.9K | <0.01% | -564 | 13F-HRTimelineGroup |