Filing Research | LCTX - LINEAGE CELL THERAPEUTIC Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Defender Capital, LLC.	Shares	6.6MSH	$8.6M
2	TRUST CO OF TOLEDO NA /OH/	Shares	83.8KSH	$109.8K
3	Police & Firemen's Retirement System of New Jersey	Shares	54.4KSH	$71.2K
4	Beirne Wealth Consulting Services, LLC	Shares	45.0KSH	$59.0K
5	Rathbones Group PLC	Shares	35.0KSH	$45.9K
6	Mesirow Financial Investment Management, Inc.	Shares	30.0KSH	$39.3K
7	PFG Investments, LLC	Shares	22.0KSH	$28.8K
8	CHAPIN DAVIS, INC.	Shares	20.0KSH	$26.2K
9	Allegheny Financial Group	Shares	20.0KSH	$26.2K
10	Founders Capital Management	Shares	16.0KSH	$21.0K
11	Piscataqua Savings Bank	Shares	12.5KSH	$16.2K
12	LAZARI CAPITAL MANAGEMENT, INC.	Shares	10.5KSH	$13.8K
13	SBI Securities Co., Ltd.	Shares	7.4KSH	$9.8K
14	ALBION FINANCIAL GROUP /UT	Shares	3.0KSH	$4.0K
15	Pacifica Partners Inc.	Shares	2.9KSH	$3.9K
16	WOLFF WIESE MAGANA LLC	Shares	1.0KSH	$1.3K
17	Farther Finance Advisors, LLC	Shares	544SH	$713
18	Tradewinds Capital Management, LLC	Shares	224SH	$294
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3SH	$4

Manager changes2026-06-30 vs 2026-03-31

21 / 21 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey new	Shares	+54.4K	+$71.2K	$71.2K
2	Tradewinds Capital Management, LLC new	Shares	+224	+$294	$294
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$1	$4
4	Farther Finance Advisors, LLC unchanged	Shares	0	-$152	$713
5	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$270	$1.3K
6	Pacifica Partners Inc. unchanged	Shares	0	-$702	$3.9K
7	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$821	$4.0K
8	SBI Securities Co., Ltd. added	Shares	+310	-$1.5K	$9.8K
9	LAZARI CAPITAL MANAGEMENT, INC. unchanged	Shares	0	-$2.8K	$13.8K
10	Piscataqua Savings Bank unchanged	Shares	0	-$3.4K	$16.2K
11	Founders Capital Management unchanged	Shares	0	-$4.3K	$21.0K
12	Allegheny Financial Group unchanged	Shares	0	-$5.4K	$26.2K
13	CHAPIN DAVIS, INC. unchanged	Shares	0	-$5.4K	$26.2K
14	PFG Investments, LLC trimmed	Shares	-200	-$6.3K	$28.8K
15	Mesirow Financial Investment Management, Inc. trimmed	Shares	-500	-$8.9K	$39.3K
16	Beirne Wealth Consulting Services, LLC unchanged	Shares	0	-$12.2K	$59.0K
17	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$22.6K	$109.8K
18	GC Wealth Management RIA, LLC exited	Shares	-18.7K	-$29.6K	$0
19	DEFINE FINANCIAL, LLC exited	Shares	-20.0K	-$31.6K	$0
20	Rathbones Group PLC trimmed	Shares	-35.0K	-$64.8K	$45.9K
21	Defender Capital, LLC. trimmed	Shares	-130.7K	-$2.0M	$8.6M