LCR · Insider trading · 13F holders · Congress trades
Managed Portfolio Ser (LCR)
Who is buying and selling LCR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
LCR at a glance
- No open-market insider purchases or sales of LCR were filed in the last 90 days.
- 3 13F filers hold LCR among their 50 largest positions, worth $12.4M combined. The biggest bets by portfolio weight are Legend Financial Advisors, Inc. (5.8%), Avalon Capital Management (0.4%) and Mowery & Schoenfeld Wealth Management, LLC (0.4%).
- No member of Congress has disclosed a trade in LCR.
LCR insider trading
No open-market insider purchases or sales of LCR were filed in the last 90 days.
Who owns LCR? Hedge funds and superinvestors
3 13F filers hold LCR among their 50 largest positions, worth $12.4M combined. The biggest bets by portfolio weight are Legend Financial Advisors, Inc. (5.8%), Avalon Capital Management (0.4%) and Mowery & Schoenfeld Wealth Management, LLC (0.4%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Legend Financial Advisors, Inc.Wealth manager | 5.8% | $10.1M | 255,221 | +1.3% shares | Q2 2026 |
| Avalon Capital ManagementWealth manager | 0.4% | $1.9M | 47,238 | -2.0% shares | Q2 2026 |
| Mowery & Schoenfeld Wealth Management, LLCWealth manager | 0.4% | $393K | 9,800 | -0.2% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 2). Screen LCR in the grand portfolio →
LCR stock trades by members of Congress
No member of Congress has disclosed a trade in LCR.
LCR questions and answers
Are insiders buying LCR stock?
No open-market insider purchases or sales of LCR were filed in the last 90 days.
Which hedge funds own LCR?
3 13F filers hold LCR among their 50 largest positions, worth $12.4M combined. The biggest bets by portfolio weight are Legend Financial Advisors, Inc. (5.8%), Avalon Capital Management (0.4%) and Mowery & Schoenfeld Wealth Management, LLC (0.4%).
Has Congress traded LCR?
No member of Congress has disclosed a trade in LCR.
Who is the largest holder of LCR?
Among 13F filers, Legend Financial Advisors, Inc. reports the largest LCR position, $10.1M (255,221 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Legend Financial Advisors, Inc.'s: 5.8% of its portfolio.
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