undamentalytics Newsletter

Live Ventures Inc: which funds bought and sold

Institutions that bought and sold Live Ventures shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 5 institutions that filed 13F reports for both quarters added to or opened positions in Live Ventures, and 6 cut or closed them. Together they sold a net 6,215 shares, −2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5,786 shares (−7.3%); index fund managers were net buyers of 291 shares (+0.4%). 1 opened a new position and 1 sold out entirely.

Bought, Q2 2026 5 institutions, 1 of them new holders Sold, Q2 2026 6 institutions, 1 of them sold out
Net change, all compared −6,215 shares (−2.8%)
Net change, active managers −5,786 shares (−7.3%), 0 bought, 2 sold

Buyers versus sellers

institutions compared, 18
Active managers and hedge funds 0 bought · 2 sold · −5,786
Index fund managers 2 bought · 0 sold · +291
Other institutions 3 bought · 4 sold · −720

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley +360 +200.0% 540 $5,152
Blackrock, Inc. Index funds +227 +8.7% 2,824 $26,941
Geode Capital Management, LLC Index funds +64 +0.5% 12K $116,193
Sigma Planning Corp +60 +0.3% 21K $197,257
Barclays PLC +9 New position 9 $90

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Renaissance Technologies LLC Hedge fund −3,700 −12.3% 26K $263,987
Two Sigma Investments, LP Hedge fund −2,086 −11.1% 17K $159,146
Dimensional Fund Advisors LP −709 −2.7% 26K $247,863
Jones Financial Companies LLLP −415 −70.2% 176 $1,881
UBS Group AG −20 −8.7% 211 $2,013
Mosley Wealth Management −5 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Barclays PLC 9 $90

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Mosley Wealth Management 5 $92

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
17
Ten largest holders
99.1%
of 13F-reported shares
Index fund managers
34.2%
of 13F-reported shares
Active managers and hedge funds
33.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 2 0 0 −5,786 −7.3%
Index fund managers 2 0 0 0 +291 +0.4%
Other institutions 3 4 1 1 −720 −1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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