Vault-13

LGL GROUP INC LGL

COM · Common Stock · CUSIP 50186A108

21 institutional holders +2 vs Q1 2024
1,733,8621.7m shares reported held*
32.3% of all shares outstanding*
$9.3mreported value*
3 new 6 added 3 reduced 1 sold out net bought ≈ $85.2k (+15.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 5.4m as of 2024-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $5.37.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 23Q4 22: 23Q1 23: 22Q2 23: 22Q3 23: 22Q4 23: 22Q1 24: 19Q2 24: 2121Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202223
Q4 202223
Q1 202322
Q2 202322
Q3 202322
Q4 202322
Q1 202419
Q2 202421

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 22: 9 bought or addedQ4 22: 7 cut or sold outQ4 22Q1 23: 6 bought or addedQ1 23: 8 cut or sold outQ2 23: 8 bought or addedQ2 23: 8 cut or sold outQ2 23Q3 23: 10 bought or addedQ3 23: 8 cut or sold outQ4 23: 10 bought or addedQ4 23: 5 cut or sold outQ4 23Q1 24: 8 bought or addedQ1 24: 7 cut or sold outQ2 24: 9 bought or addedQ2 24: 4 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202297
Q1 202368
Q2 202388
Q3 2023108
Q4 2023105
Q1 202487
Q2 202494

Biggest buyers

VANGUARD GROUP INC Added +7,312+7.3k
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC Added +6,000+6.0k
BlackRock Inc. New +5,426+5.4k
GEODE CAPITAL MANAGEMENT, LLC Added +2,936+2.9k
UBS Group AG New +1,928+1.9k
BARCLAYS PLC New +1,396+1.4k
Tower Research Capital LLC (TRC) Added +310+310
BARD ASSOCIATES INC Added +110+110
BANK OF AMERICA CORP /DE/ Added +21+21

Biggest sellers

RENAISSANCE TECHNOLOGIES LLC Reduced -7,200-7.2k
MORGAN STANLEY Reduced -1,176-1.2k
OSAIC HOLDINGS, INC. Reduced -1,160-1.2k
WELLS FARGO & COMPANY/MN Sold out -31-31

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
GABELLI MARC 13D · may seek influence filed 2026-07-28 34.8% 4.4m≈ $30.3m 2026-07-28
GAMCO INVESTORS, INC. ET AL 13D · may seek influence filed 2026-07-20
Stated purposeThe Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act. Full filing
 10.3% 1.3m≈ $8.9m 2026-07-20

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 544,189544.2k $2.9m $2.9m 0.03% Unchanged
2 BARD ASSOCIATES INC 1.09% of their portfolio CHICAGO, IL 529,561529.6k $2.8m $2.8m 1.09% Added +110 +110
3 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 183,734183.7k $986.7k $986.7k 0.00% Reduced -7.2k -7,200
4 CALDWELL SUTTER CAPITAL, INC. 0.28% of their portfolio SAUSALITO, CA 106,491106.5k $571.9k $571.9k 0.28% Unchanged
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 105,477105.5k $566.4k $566.4k 0.00% Added +7.3k +7,312
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 101,906101.9k $547.2k $547.2k 0.00% Unchanged
7 MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 0.27% of their portfolio ORLEANS, MA 71,00071.0k $381.3k $381.3k 0.27% Added +6.0k +6,000
8 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 29,20029.2k $156.8k $156.8k 0.00% Unchanged
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 26,12026.1k $140.3k $140.3k 0.00% Added +2.9k +2,936
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 17,78017.8k $95.5k $95.5k 0.00% Reduced -1.2k -1,160
11 BlackRock Inc. 0.00% of their portfolio New York, NY 5,4265.4k $29.1k $29.1k 0.00% New
12 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 4,2674.3k $22.9k $22.9k 0.00% Unchanged
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,0334.0k $21.7k $21.7k 0.00% Added +21 +21
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,9281.9k $10.4k $10.4k 0.00% New
15 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,3961.4k $7.5k $7.5k 0.00% New
16 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 570570 $3.1k $3.1k 0.00% Added +310 +310
17 CWM, LLC 0.00% of their portfolio OMAHA, NE 500500 $3.0k $3.0k 0.00% Unchanged
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 261261 $1.4k $1.4k 0.00% Reduced -1.2k -1,176
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1616 $86 $86 0.00% Unchanged
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77 $0 $0 0.00% Unchanged
21 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged