Legacy Education Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | 08/14/2026 | 896.39 K | $10.54 M | 7.94% | 7.10% |
| HOLOS INTEGRATED WEALTH LLC | 07/15/2026 | 852.55 K | $9.61 M | 0.00% | 6.76% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 602.75 K | $7.09 M | -1.92% | 4.78% |
| BARD ASSOCIATES INC | 08/12/2026 | 444.28 K | $5.22 M | -0.94% | 3.52% |
| MINK BROOK ASSET MANAGEMENT LLC | 08/14/2026 | 389.50 K | $4.58 M | 54.08% | 3.09% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 379.32 K | $4.46 M | 0.81% | 3.01% |
| TRUFFLE HOUND CAPITAL, LLC | 08/06/2026 | 350.00 K | $4.12 M | 0.00% | 2.77% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 08/06/2026 | 329.89 K | $3.88 M | 129.99% | 2.61% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 08/14/2026 | 255.68 K | $3.01 M | 100.00% | 2.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 186.09 K | $2.19 M | -6.07% | 1.47% |
| WHITE PINE CAPITAL LLC | 08/05/2026 | 139.60 K | $1.64 M | 26.83% | 1.11% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 118.91 K | $1.40 M | 0.00% | 0.94% |
| SEI INVESTMENTS CO | 08/14/2026 | 117.58 K | $1.38 M | -54.78% | 0.93% |
| LEGATO CAPITAL MANAGEMENT LLC | 08/06/2026 | 110.22 K | $1.30 M | 144.59% | 0.87% |
| ANCORA ADVISORS LLC | 08/14/2026 | 100.23 K | $1.18 M | 17.60% | 0.79% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 100.00 K | $1.18 M | -45.95% | 0.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 92.80 K | $1.09 M | 0.84% | 0.74% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 90.50 K | $1.06 M | 25.69% | 0.72% |
| NEXT CENTURY GROWTH INVESTORS LLC | 08/14/2026 | 61.48 K | $722.99 K | 100.00% | 0.49% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 58.95 K | $693.53 K | 138.21% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 53.68 K | $631.25 K | 0.66% | 0.43% |
| BLACKROCK, INC. | 08/07/2026 | 51.00 K | $599.81 K | 19.89% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 49.97 K | $587.64 K | -45.85% | 0.40% |
| MANATUCK HILL PARTNERS, LLC | 08/14/2026 | 44.60 K | $524.50 K | 0.00% | 0.35% |
| MORGAN STANLEY | 08/13/2026 | 42.67 K | $501.76 K | 744.39% | 0.34% |
| CITADEL ADVISORS LLC | 09/02/2026 | 40.98 K | $481.94 K | -27.24% | 0.32% |
| LPL FINANCIAL LLC | 08/07/2026 | 40.98 K | $481.93 K | 52.44% | 0.32% |
| PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC | 07/21/2026 | 40.93 K | $481.37 K | 100.00% | 0.32% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 40.80 K | $479.81 K | -56.16% | 0.32% |
| STATE STREET CORP | 09/22/2026 | 33.77 K | $397.17 K | -0.59% | 0.27% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 30.97 K | $364.25 K | -39.76% | 0.25% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 30.38 K | $357.25 K | 0.00% | 0.24% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 29.94 K | $352.08 K | 0.00% | 0.24% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 08/14/2026 | 20.09 K | $236.27 K | 11.64% | 0.16% |
| NORTHERN TRUST CORP | 08/13/2026 | 19.74 K | $232.08 K | -1.28% | 0.16% |
| BOSTON PARTNERS | 08/04/2026 | 18.98 K | $223.20 K | -11.22% | 0.15% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 17.70 K | $208.15 K | 0.00% | 0.14% |
| UBS GROUP AG | 08/13/2026 | 17.02 K | $200.10 K | -8.03% | 0.13% |
| ORIN GREEN FINANCIAL, LLC | 07/13/2026 | 13.18 K | $155.00 K | 100.00% | 0.10% |
| IFP ADVISORS, INC | 07/20/2026 | 8.60 K | $101.14 K | -20.55% | 0.07% |
| AVANZA FONDER AB | 07/17/2026 | 7.10 K | $83.47 K | 0.00% | 0.06% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 4.45 K | $52.31 K | 0.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 551 | $6.48 K | 100.00% | 0.00% |
| LANARK FINANCIAL, INC. | 07/21/2026 | 500 | $5.88 K | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 384 | $4.52 K | 0.00% | 0.00% |
| FEDERATED HERMES, INC. | 08/12/2026 | 352 | $4.14 K | 40.80% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 300 | $3.53 K | 100.00% | 0.00% |
| MCF ADVISORS LLC | 08/12/2026 | 82 | $965 | 100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 58 | $682 | -99.35% | 0.00% |
| SJS INVESTMENT CONSULTING INC. | 07/22/2026 | 49 | $577 | 0.00% | 0.00% |
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Legacy Education Inc. institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of Legacy Education Inc.. The most heavily invested institutionals were:
Holos Integrated Wealth LLC: 852,550
DIMENSIONAL FUND ADVISORS LP: 61,778
LANARK FINANCIAL, INC.: 500
SJS Investment Consulting Inc.: 49
MCF Advisors LLC: 0
ROYCE & ASSOCIATES LP: 896,387
50.22% of Legacy Education Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.97 M shares in the last 24 months. This purchase volume represents approximately $97.43 M in transactions.