LRI Investments, LLC

13F Filings History

Latest 13F report: Q2 2024 - Jul 24, 2024
Value $: $879M
Signature - Title: Hayley A. Snell - Chief Compliance Officer
Location: Palm Beach Gardens, FL
Summary: This page shows a list of all the recent 13F filings made by LRI Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LRI Investments, LLC reported 1134 stock holdings with total value $879M as of Q2 2024. Top holdings included ARES, DFAC, DFAX, DLN, and DFAI.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	1,134	$879M	+$492M	-$4.22M	+$488M	ARES, DFAC, DFAX, DLN, DFAI	13F-HR	7/24/2024, 01:29 PM
Q1 2024	841	$396M	$0	$0		DFAC, DFAX, AGO, DLN, DFAI	Restatement	5/21/2024, 11:30 AM