DOSSIER · 13F Holders · Q2 2025
LPSNUSD

LIVEPERSON INC

3 institutions still hold LIVEPERSON INC as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 538146101·3 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$45K
visible holders
Holders
3
filers reporting
Concentration
67.42%
AVANTAX ADVISORY SERVICES, INC. #1
top holder share
AI Holders Summary · Q2 2025

3 institutions reported LPSNUSD in Q2 2025. AVANTAX ADVISORY SERVICES, INC. leads at 67.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$30K30K0.00%Q2 2025
02
D. SCOTT NEAL, INC.
CIK 0001596920
$15K25K0.01%Q3 2025
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025