Lufax Holding Ltd. Sponsored ADRLU
13F holders, Q3 2024 (September 30)4holders −2
1new positions
3sold out
$3.49avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Lufax Holding Ltd. Sponsored ADR (LU) in their 13F filings, down 2 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were Pinnacle Wealth Planning Services, Inc. ($161K), EverSource Wealth Advisors, LLC ($2K) and Farther Finance Advisors, LLC ($1K).
- Company
- Lufax Holding Ltd. Sponsored ADR
- CUSIP
- 54975P102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 3 | $2.6M |
All 13F filers, Q2 2024 → Q3 2024: 449 shares bought and 1,098,540 shares sold, net −1,098,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 45,991 | $161K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 449 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 299 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 292 | $1K |
"% of holder's portfolio" is LU's weight in each manager's 13F, not the share of Lufax Holding Ltd. Sponsored ADR the manager owns.