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Get Institutions for : 
Clearbridge Dividend Strategy Esg (YLDE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    1
Total shares held : 
529,016  
% of shares held : 
5.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
115,413  
% of shares held change : 
  1.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 7,843
 1.48%
 
Increased Positions :
8
 146,449
 27.68%
 
Unchanged Positions :
5
 19,865
 3.76%
 
Decreased Positions :
6
-32,740
-6.19%
 
Closed Positions :
2
-6,139
-1.16%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   OPPENHEIMER ASSET MANAGEMENT INC 518 - 2024-03-31 38,566 $1,822,000 -9,111
   Hamilton Capital Management Inc. 44 - 2024-03-31 17,399 $822,000 -1,357
   Advisor Group Holdings Inc. 3054 - 2024-03-31 8,937 $422,000 -9,336
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3990 - 2024-03-31 6,620 $313,000 -20,414
   WEDBUSH MORGAN SECURITIES INC 1047 - 2024-03-31 4,595 $217,000 -270
   MORGAN STANLEY 5850 - 2024-03-31 1,712 $81,000 -2
   AdvisorNet Financial Inc 777 - 2024-03-31 1,171 $55,000 -39

  7 Records found
  1    
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