Nisa Investment Advisors
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Nisa Investment Advisors’s LiveOne LVO Stock Holding History

Nisa Investment Advisors’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed -$377 – 3044
2025
Q2 		$377 Buy
50
+22
+79% +$164 ﹤0.01% 2912
2025
Q1 		$198 Sell
28
-68
-71% -$670 ﹤0.01% 2928
2024
Q4 		$1.41K Buy
+96
New +$837 ﹤0.01% 2587

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
JBFJ
James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nisa Investment Advisors's LVO Position: Q3 2025 in Review

Nisa Investment Advisors sold out of LiveOne (LVO) in Q3 2025, closing a stake of 50 shares — an estimated $377 sold.

Nisa Investment Advisors first reported a position in LVO in Q4 2024 and held it in 3 quarters. The position peaked at $1.41K in Q4 2024. 35 funds tracked by Wall St. Rank hold LVO as of Q3 2025.

  • Nisa Investment Advisors reported no remaining LiveOne position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 50 LiveOne shares in Q3 2025, an estimated $377.
  • Nisa Investment Advisors first reported a position in LiveOne in Q4 2024 and held it in 3 quarters.
  • Nisa Investment Advisors's LiveOne position peaked at $1.41K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held LiveOne as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.