Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BRWA
B. Riley Wealth Advisors’s
LCNB Corp
LCNB
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
LCNB Stock Details
LCNB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-95,027
Closed
-$1.67M
–
1317
2022
Q1
$1.67M
Hold
95,027
–
–
0.05%
343
2021
Q4
$1.86M
Sell
95,027
-3,800
-4%
-$70.4K
0.05%
376
2021
Q3
$1.73M
Sell
98,827
-1,598
-2%
-$27.3K
0.06%
375
2021
Q2
$1.64M
Hold
100,425
–
–
0.05%
385
2021
Q1
$1.76M
Buy
+100,425
New
+$1.69M
0.06%
340
Other funds holding LCNB
RDFA
Ritter Daniher Financial Advisory
Cincinnati, Ohio
$657M AUM
20.27%
1-Year Est. Return
LC
LCNB Corp
Lebanon, Ohio
$297M AUM
22.17%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
JIC
Johnson Investment Counsel
Cincinnati, Ohio
$12.4B AUM
17.21%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
KCM
Kennedy Capital Management
St Louis, Missouri
$4.72B AUM
36.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close