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B. Riley Wealth Advisors’s Lightwave Logic LWLG Stock Holding History

B. Riley Wealth Advisors’s Portfolio LWLG Stock Details LWLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38,571
Closed -$106K – 1230
2024
Q3 		$106K Sell
38,571
-25,798
-40% -$77.5K ﹤0.01% 1202
2024
Q2 		$192K Sell
64,369
-46,945
-42% -$172K ﹤0.01% 1249
2024
Q1 		$498K Buy
111,314
+2,825
+3% +$12.3K 0.01% 794
2023
Q4 		$540K Sell
108,489
-2,825
-3% -$13.3K 0.01% 768
2023
Q3 		$498K Sell
111,314
-1,775
-2% -$11.3K 0.01% 794
2023
Q2 		$788K Sell
113,089
-22,600
-17% -$131K 0.02% 656
2023
Q1 		$710K Buy
135,689
+50
+0% +$279 0.02% 671
2022
Q4 		$585K Sell
135,639
-17,287
-11% -$123K 0.02% 729
2022
Q3 		$1.12M Buy
152,926
+130,326
+577% +$1.22M 0.03% 474
2022
Q2 		$148K Hold
22,600
– – 0.01% 1086
2022
Q1 		$218K Hold
22,600
– – 0.01% 1173
2021
Q4 		$337K Sell
22,600
-1,500
-6% -$19.8K 0.01% 1012
2021
Q3 		$228K Buy
+24,100
New +$263K 0.01% 1183

Other funds holding LWLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's LWLG Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Lightwave Logic (LWLG) in Q4 2024, closing a stake of 38,571 shares — an estimated $106K sold.

B. Riley Wealth Advisors first reported a position in LWLG in Q3 2021 and held it in 13 quarters. The position peaked at $1.12M in Q3 2022. 123 funds tracked by Wall St. Rank hold LWLG as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Lightwave Logic position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 38,571 Lightwave Logic shares in Q4 2024, an estimated $106K.
  • B. Riley Wealth Advisors first reported a position in Lightwave Logic in Q3 2021 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Lightwave Logic position peaked at $1.12M in Q3 2022.
  • 123 funds tracked by Wall St. Rank held Lightwave Logic as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.