Lufax Ownership 2024 | Who Owns Lufax Now?
Institutional Ownership
0.20%
Insider Ownership
1.91%
Retail Ownership
97.90%
Institutional Holders
5.00
Lufax Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPE ANN ASSET MANAGEMENT LTD | 0.19% | 2.17% | 1,066,930 | -3,800 | -0.35% | 2,528,624 | Jun 30, 2024 |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 0.01% | 0.02% | 45,991 | - | - | 108,999 | Jun 30, 2024 |
| MCDONOUGH CAPITAL MANAGEMENT, INC | 0.00% | 0.03% | 14,846 | 14,846 | 100.00% | 35,185 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 299 | -1,068 | -78.13% | 730 | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.00% | 292 | - | - | 1,000 | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3,813 | -100.00% | - | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -132 | -100.00% | - | Jun 30, 2024 |
Lufax's largest institutional shareholder is CAPE ANN ASSET MANAGEMENT LTD, holding 0.19% of the company's total share outstanding, currently valued at $2.53M. The top 10 institutional shareholders own together 0.20% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPE ANN ASSET MANAGEMENT LTD | 0.19% | 2.17% | 1,066,930 | -3,800 | -0.35% | 2,528,624 | Jun 30, 2024 |
| MCDONOUGH CAPITAL MANAGEMENT, INC | 0.00% | 0.03% | 14,846 | 14,846 | 100.00% | 35,185 | Jun 30, 2024 |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 0.01% | 0.02% | 45,991 | - | - | 108,999 | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.00% | 292 | - | - | 1,000 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 299 | -1,068 | -78.13% | 730 | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3,813 | -100.00% | - | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -132 | -100.00% | - | Jun 30, 2024 |
The largest Lufax shareholder by % of total assets is CAPE ANN ASSET MANAGEMENT LTD. The company owns 1.07M shares of Lufax (LU), representing 2.17% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MCDONOUGH CAPITAL MANAGEMENT, INC | 0.00% | 0.03% | 14,846 | 14,846 | 100.00% | 35,185 | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.00% | 292 | - | - | 1,000 | Jun 30, 2024 |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 0.01% | 0.02% | 45,991 | - | - | 108,999 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -132 | -100.00% | - | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 299 | -1,068 | -78.13% | 730 | Jun 30, 2024 |
| CAPE ANN ASSET MANAGEMENT LTD | 0.19% | 2.17% | 1,066,930 | -3,800 | -0.35% | 2,528,624 | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3,813 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Lufax's largest institutional buyer is MCDONOUGH CAPITAL MANAGEMENT, INC. The company purchased 14.85K stocks of LU, valued at $35.19K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3,813 | -100.00% | - | Jun 30, 2024 |
| CAPE ANN ASSET MANAGEMENT LTD | 0.19% | 2.17% | 1,066,930 | -3,800 | -0.35% | 2,528,624 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 299 | -1,068 | -78.13% | 730 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -132 | -100.00% | - | Jun 30, 2024 |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 0.01% | 0.02% | 45,991 | - | - | 108,999 | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.00% | 292 | - | - | 1,000 | Jun 30, 2024 |
| MCDONOUGH CAPITAL MANAGEMENT, INC | 0.00% | 0.03% | 14,846 | 14,846 | 100.00% | 35,185 | Jun 30, 2024 |
As of Jun 30 2024, Lufax's biggest institutional seller is NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC. The company sold -3.81K shares of LU, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MCDONOUGH CAPITAL MANAGEMENT, INC | 0.00% | 0.03% | 14,846 | 14,846 | 100.00% | 35,185 | Jun 30, 2024 |
Lufax's largest new institutional shareholder by number of shares is MCDONOUGH CAPITAL MANAGEMENT, INC, purchased 14.85K shares, valued at $35.19K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3,813 | -100.00% | - | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -132 | -100.00% | - | Jun 30, 2024 |
Lufax's largest sold out institutional shareholder by shares sold is NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC, sold -3.81K shares, valued at -, as of undefined.
Lufax Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Fiera Capital Series Trust | 35.58% | 708,154 | - | - | Jun 30, 2023 |
| AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 2.17% | 1,019,910 | - | - | Jan 31, 2024 |
| Krane Shares Trust | 1.63% | 28,948,117 | - | - | Dec 31, 2023 |
| BARON SELECT FUNDS | 1.47% | 15,395,364 | - | - | Mar 31, 2024 |
| BAILLIE GIFFORD FUNDS | 0.59% | 6,343,355 | - | - | Mar 28, 2024 |
| RENAISSANCE CAPITAL GREENWICH FUNDS | 0.47% | 345,982 | - | - | Mar 31, 2024 |
| Managed Account Series | 0.43% | 419,853 | - | - | Jan 31, 2024 |
| Krane Shares Trust | 0.40% | 7,118,112 | 7,118,112 | - | Dec 31, 2023 |
| AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC | 0.26% | 334,070 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.19% | 1,047,820 | - | - | Feb 29, 2024 |
| BAILLIE GIFFORD FUNDS | 0.15% | 1,585,838 | - | - | Mar 28, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.14% | 21,052 | - | - | Mar 31, 2024 |
| INTERNATIONAL GROWTH & INCOME FUND | 0.09% | 1,527,483 | - | - | Mar 31, 2024 |
| EUROPACIFIC GROWTH FUND | 0.07% | 5,429,871 | - | - | Mar 31, 2024 |
| Global X Funds | 0.06% | 2,639,933 | - | - | Jan 31, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.04% | 173,660 | - | - | Mar 31, 2024 |
| INCOME FUND OF AMERICA | 0.04% | 12,931,000 | - | - | Jan 31, 2024 |
| CAPITAL WORLD GROWTH & INCOME FUND | 0.03% | 1,718,439 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.03% | 287,836 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.02% | 2,033,875 | - | - | Mar 31, 2024 |
| Capital Group International Focus Equity ETF | 0.02% | 20,699 | - | - | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.02% | 2,651,400 | - | - | Jan 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.02% | 709,639 | - | - | Feb 29, 2024 |
| ProFunds | 0.02% | 181,261 | - | - | Mar 31, 2024 |
| Catholic Responsible Investments Funds | 0.01% | 530,504 | - | - | Jan 31, 2023 |
| Investment Managers Series Trust II | 0.01% | 148,154 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust II | 0.01% | 10,836 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 421,033 | - | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 834,760 | - | - | Jan 31, 2024 |
| MFS SERIES TRUST IV | 0.01% | 28,905 | - | - | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.01% | 469,453 | - | - | Feb 29, 2024 |
| GPS Funds I | 0.01% | 37,325 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.01% | 81,690 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.01% | 3,866,372 | - | - | Feb 29, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.01% | 36,500 | - | - | Jan 31, 2024 |
| Thrivent Core Funds | 0.01% | 342,221 | - | - | Jan 31, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 209,700 | - | - | Mar 31, 2024 |
| CALVERT WORLD VALUES FUND INC | 0.00% | 29,100 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 483,610 | - | - | Feb 29, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 771,785 | - | - | Mar 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.00% | 159,668 | 159,668 | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 145,703 | 145,703 | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 200,200 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 14,518 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 818,567 | - | - | Jan 31, 2024 |
| IVY FUNDS | 0.00% | 863,596 | - | - | Mar 28, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 62,275 | 62,275 | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 2,709 | 2,709 | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 173,835 | 173,835 | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 59,618 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 9,331 | - | - | Mar 31, 2024 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.00% | 131,100 | - | - | Mar 31, 2024 |
| DBX ETF TRUST | 0.00% | 127,202 | - | - | Feb 29, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 99,160 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 131,004 | - | - | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 5,600 | - | - | Mar 31, 2024 |
| AB PORTFOLIOS | 0.00% | 21,960 | - | - | Feb 29, 2024 |
| iShares, Inc. | 0.00% | 7,697,739 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 121,303 | 121,303 | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 145,900 | - | - | Mar 28, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.00% | 6,549 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 10,771 | - | - | Mar 31, 2024 |
| Amplify ETF Trust | 0.00% | 21,852 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 50,050 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 21,692 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 63,450 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 214,963 | 214,963 | - | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 2,836 | - | - | Mar 28, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 2,654,066 | - | - | Mar 31, 2024 |
| Amplify ETF Trust | 0.00% | 16,660 | 16,660 | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 1,121,174 | - | - | Feb 29, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 49,217 | - | - | Mar 28, 2024 |
| DBX ETF TRUST | 0.00% | 37,621 | 37,621 | - | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 13,443 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 82,781 | - | - | Feb 29, 2024 |
| LAZARD FUNDS INC | 0.00% | 15,483 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 346,100 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 17,481 | - | - | Dec 31, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 32,491 | - | - | Mar 28, 2024 |
| ARTISAN PARTNERS FUNDS INC | 0.00% | 439,481 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,400 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 21,272 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 36,475 | - | - | Mar 28, 2024 |
| GMO TRUST | 0.00% | 323,424 | - | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 847,723 | 847,723 | - | Jan 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 39,694 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 41,268 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 18,864 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 559,038 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 15,862 | - | - | Mar 31, 2024 |
| PIMCO Equity Series | 0.00% | 46,622 | - | - | Mar 31, 2024 |
| BNY Mellon ETF Trust | 0.00% | 3,663 | - | - | Mar 28, 2024 |
| iSHARES TRUST | 0.00% | 2,474,001 | - | - | Mar 31, 2024 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) | 0.00% | 4,831 | - | - | Jan 31, 2024 |
| NEW WORLD FUND INC | 0.00% | 3,119,400 | - | - | Jan 31, 2024 |
| BNY Mellon ETF Trust | 0.00% | 2,999 | 2,999 | - | Jan 31, 2024 |
| Voya MUTUAL FUNDS | 0.00% | 20,556 | - | - | Jan 31, 2024 |
| HARTFORD MUTUAL FUNDS INC/CT | 0.00% | 812,315 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 9,112 | - | - | Feb 29, 2024 |
| T. Rowe Price Multi-Strategy Total Return Fund, Inc. | 0.00% | 13,520 | - | - | Jan 31, 2024 |
Lufax's largest mutual fund holder by % of total assets is "Fiera Capital Series Trust", owning 708.15K shares, compromising 35.58% of its total assets.
Lufax Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 5 | -28.57% |
| 31 Mar, 24 | 7 | - |
| 31 Dec, 23 | 7 | -95.45% |
| 30 Sep, 23 | 154 | -5.52% |
| 30 Jun, 23 | 163 | -10.44% |
| 31 Mar, 23 | 182 | 6.43% |
| 31 Dec, 22 | 171 | 5.56% |
| 30 Sep, 22 | 162 | -5.26% |
| 30 Jun, 22 | 171 | 18.75% |
| 31 Mar, 22 | 144 | 2.13% |
| 31 Dec, 21 | 141 | -0.70% |
| 30 Sep, 21 | 142 | -10.13% |
| 30 Jun, 21 | 158 | 23.44% |
| 31 Mar, 21 | 128 | 18.52% |
| 31 Dec, 20 | 108 | 10700.00% |
| 30 Sep, 20 | 1 | - |
| 30 Jun, 20 | 1 | - |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | 1 | - |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
As of 30 Jun 24, 5 institutions are holding Lufax's shares, representing a decrease of -28.57% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,128,358 | -1.76% |
| 31 Mar, 24 | 1,148,599 | -16.62% |
| 31 Dec, 23 | 1,377,605 | -99.63% |
| 30 Sep, 23 | 370,499,231 | -10.81% |
| 30 Jun, 23 | 415,397,324 | -4.24% |
| 31 Mar, 23 | 433,769,399 | 4.93% |
| 31 Dec, 22 | 413,389,451 | 16.04% |
| 30 Sep, 22 | 356,256,325 | -2.13% |
| 30 Jun, 22 | 364,004,280 | 8.39% |
| 31 Mar, 22 | 335,815,813 | 14.42% |
| 31 Dec, 21 | 293,483,850 | 10.84% |
| 30 Sep, 21 | 264,789,508 | 14.99% |
| 30 Jun, 21 | 230,279,058 | 34.88% |
| 31 Mar, 21 | 170,728,962 | 8.75% |
| 31 Dec, 20 | 156,996,457 | 62798482.80% |
| 30 Sep, 20 | 250 | - |
| 30 Jun, 20 | 250 | - |
| 31 Mar, 20 | 250 | - |
| 31 Dec, 19 | 250 | - |
| 30 Sep, 19 | 250 | - |
| 30 Jun, 19 | 250 | - |
| 31 Mar, 19 | 250 | - |
Lufax (LU) has 1.13M shares outstanding as of 30 Jun 24, down -1.76% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 0.20% | 8207.55% |
| 31 Mar, 24 | 0.05% | 1418.03% |
| 31 Dec, 23 | 0.06% | 0.02% |
| 30 Sep, 23 | 16.16% | 4.86% |
| 30 Jun, 23 | 18.24% | 5.03% |
| 31 Mar, 23 | 19.04% | 5.84% |
| 31 Dec, 22 | 18.06% | 7.45% |
| 30 Sep, 22 | 15.57% | 6.17% |
| 30 Jun, 22 | 15.89% | 7.36% |
| 31 Mar, 22 | 14.69% | 9.53% |
| 31 Dec, 21 | 12.42% | 9.80% |
| 30 Sep, 21 | 11.25% | 12.09% |
| 30 Jun, 21 | 9.65% | 18.91% |
| 31 Mar, 21 | 7.14% | 14.13% |
| 31 Dec, 20 | 7.11% | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
As of 30 Jun 24, Lufax is held by 0.20% institutional shareholders, representing a 8207.55% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1 | -75.00% |
| 31 Mar, 24 | 4 | 33.33% |
| 31 Dec, 23 | 3 | -95.24% |
| 30 Sep, 23 | 63 | -3.08% |
| 30 Jun, 23 | 65 | -36.89% |
| 31 Mar, 23 | 103 | -4.63% |
| 31 Dec, 22 | 108 | 52.11% |
| 30 Sep, 22 | 71 | -42.74% |
| 30 Jun, 22 | 124 | 24.00% |
| 31 Mar, 22 | 100 | 21.95% |
| 31 Dec, 21 | 82 | 2.50% |
| 30 Sep, 21 | 80 | -21.57% |
| 30 Jun, 21 | 102 | 41.67% |
| 31 Mar, 21 | 72 | -27.27% |
| 31 Dec, 20 | 99 | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
1 institutional shareholders have increased their position in LU stock as of 30 Jun 24 compared to 4 in the previous quarter (a -75.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 2 | - |
| 31 Mar, 24 | 2 | -50.00% |
| 31 Dec, 23 | 4 | -92.00% |
| 30 Sep, 23 | 50 | -15.25% |
| 30 Jun, 23 | 59 | 13.46% |
| 31 Mar, 23 | 52 | 67.74% |
| 31 Dec, 22 | 31 | -53.03% |
| 30 Sep, 22 | 66 | 144.44% |
| 30 Jun, 22 | 27 | -6.90% |
| 31 Mar, 22 | 29 | -32.56% |
| 31 Dec, 21 | 43 | 22.86% |
| 30 Sep, 21 | 35 | 25.00% |
| 30 Jun, 21 | 28 | -15.15% |
| 31 Mar, 21 | 33 | - |
| 31 Dec, 20 | - | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
2 institutional shareholders have reduced their position in LU stock as of 30 Jun 24 compared to 2 in the previous quarter (a 0.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 5 | -28.57% | 1,128,358 | -1.76% | 0.20% | 8207.55% | 1 | -75.00% | 2 | - |
| 31 Mar, 24 | 7 | - | 1,148,599 | -16.62% | 0.05% | 1418.03% | 4 | 33.33% | 2 | -50.00% |
| 31 Dec, 23 | 7 | -95.45% | 1,377,605 | -99.63% | 0.06% | 0.02% | 3 | -95.24% | 4 | -92.00% |
| 30 Sep, 23 | 154 | -5.52% | 370,499,231 | -10.81% | 16.16% | 4.86% | 63 | -3.08% | 50 | -15.25% |
| 30 Jun, 23 | 163 | -10.44% | 415,397,324 | -4.24% | 18.24% | 5.03% | 65 | -36.89% | 59 | 13.46% |
| 31 Mar, 23 | 182 | 6.43% | 433,769,399 | 4.93% | 19.04% | 5.84% | 103 | -4.63% | 52 | 67.74% |
| 31 Dec, 22 | 171 | 5.56% | 413,389,451 | 16.04% | 18.06% | 7.45% | 108 | 52.11% | 31 | -53.03% |
| 30 Sep, 22 | 162 | -5.26% | 356,256,325 | -2.13% | 15.57% | 6.17% | 71 | -42.74% | 66 | 144.44% |
| 30 Jun, 22 | 171 | 18.75% | 364,004,280 | 8.39% | 15.89% | 7.36% | 124 | 24.00% | 27 | -6.90% |
| 31 Mar, 22 | 144 | 2.13% | 335,815,813 | 14.42% | 14.69% | 9.53% | 100 | 21.95% | 29 | -32.56% |
| 31 Dec, 21 | 141 | -0.70% | 293,483,850 | 10.84% | 12.42% | 9.80% | 82 | 2.50% | 43 | 22.86% |
| 30 Sep, 21 | 142 | -10.13% | 264,789,508 | 14.99% | 11.25% | 12.09% | 80 | -21.57% | 35 | 25.00% |
| 30 Jun, 21 | 158 | 23.44% | 230,279,058 | 34.88% | 9.65% | 18.91% | 102 | 41.67% | 28 | -15.15% |
| 31 Mar, 21 | 128 | 18.52% | 170,728,962 | 8.75% | 7.14% | 14.13% | 72 | -27.27% | 33 | - |
| 31 Dec, 20 | 108 | 10700.00% | 156,996,457 | 62798482.80% | 7.11% | - | 99 | - | - | - |
| 30 Sep, 20 | 1 | - | 250 | - | - | - | - | - | - | - |
| 30 Jun, 20 | 1 | - | 250 | - | - | - | - | - | - | - |
| 31 Mar, 20 | 1 | - | 250 | - | - | - | - | - | - | - |
| 31 Dec, 19 | 1 | - | 250 | - | - | - | - | - | - | - |
| 30 Sep, 19 | 1 | - | 250 | - | - | - | - | - | - | - |
| 30 Jun, 19 | 1 | - | 250 | - | - | - | - | -100.00% | - | - |
| 31 Mar, 19 | 1 | - | 250 | - | - | - | 1 | - | - | - |
Lufax Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Lufax's stock was made by RUSSO PATRICIA F on Nov 30 2006, selling 350,000 shares at - per share (valued at -).
Lufax Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|
Lufax Peer Ownership
| Ticker | Company |
|---|---|
| JT | Jianpu Technology Inc. |
| QD | Qudian Inc. |
| YRD | Yiren Digital Ltd. |
| QFIN | 360 DigiTech, Inc. |
| LX | LexinFintech Holdings Ltd. |
| GDOT | Green Dot Corporation |
| ATLC | Atlanticus Holdings Corporation |
| SNTG | Sentage Holdings Inc. |
| NAVI | Navient Corporation |
| FINV | FinVolution Group |
| XYF | X Financial |
| ENVA | Enova International, Inc. |
| SYF | Synchrony Financial |
LU Ownership FAQ
Who Owns Lufax?
Lufax is owned by institutional shareholders (0.20%), insiders (1.91%), and public (97.90%). The largest institutional shareholder of Lufax is CAPE ANN ASSET MANAGEMENT LTD (0.19% of total shares) and the top mutual fund owner is Fiera Capital Series Trust (35.58% of total shares).
Who are the major institutional shareholders of Lufax?
Lufax's major institutional shareholders are CAPE ANN ASSET MANAGEMENT LTD, PINNACLE WEALTH PLANNING SERVICES, INC., MCDONOUGH CAPITAL MANAGEMENT, INC, FARTHER FINANCE ADVISORS, LLC, and HARVEST FUND MANAGEMENT CO., LTD. The top five shareholders own together 0.20% of the company's share outstanding.
How many Lufax shareholders are there?
As of Jun 2024, there are 5 institutional shareholders of Lufax.
What percentage of Lufax is owned by CAPE ANN ASSET MANAGEMENT LTD?
CAPE ANN ASSET MANAGEMENT LTD owns 1.07M shares of Lufax, representing 0.19% of the company's total shares outstanding, valued at $2.53M (as of Jun 2024).
What percentage of Lufax is owned by PINNACLE WEALTH PLANNING SERVICES, INC?
As of Jun 2024, PINNACLE WEALTH PLANNING SERVICES, INC holds 45.99K shares of Lufax (LU), compromising 0.01% of the company, valued at $109K.
What percentage of Lufax is owned by MCDONOUGH CAPITAL MANAGEMENT, INC?
MCDONOUGH CAPITAL MANAGEMENT, INC is the third largest holder of Lufax. The company owns 14.85K of the company's shares outstanding (worth $35.18K).