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Get Institutions for : 
Clearbridge Large Cap Growth Esg (LRGE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    1
Total shares held : 
 2,001,166  
% of shares held : 
 7.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 16,811  
% of shares held change : 
   0.07%  
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
 11,031
 0.55%
 
Increased Positions :
13
 51,375
 2.57%
 
Unchanged Positions :
14
 70,630
 3.53%
 
Decreased Positions :
14
-39,760
-1.99%
 
Closed Positions :
2
-5,835
-0.29%
 
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

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Opal Wealth Advisors LLC 2 - 2024-03-31 488,812 $32,794,000 92,894
   H D Vest Advisory Services 72 - 2024-03-31 356,341 $23,907,000 -106,392
   MORGAN STANLEY 2777 - 2024-03-31 272,081 $18,254,000 41,055
   LPL FINANCIAL CORP 1292 - 2024-03-31 157,468 $10,565,000 7,976
   ROYAL BANK OF CANADA 1697 - 2024-03-31 106,441 $7,140,000 35,778
   UBS Group AG 1859 - 2024-03-31 105,573 $7,083,000 118
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1027 - 2024-03-31 90,587 $6,077,000 5,114
   STIFEL FINANCIAL CORP 1122 - 2024-03-31 76,745 $5,149,000 2,457
   ENVESTNET ASSET MANAGEMENT INC 2080 - 2024-03-31 63,687 $4,273,000 17,071
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1235 - 2024-03-31 51,646 $3,465,000 22,722
   COMMONWEALTH EQUITY SERVICES LLC. 1519 - 2024-03-31 42,302 $2,838,000 12,282
   PNC FINANCIAL SERVICES GROUP INC 881 - 2024-03-31 32,665 $2,191,000 598
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 786 - 2024-03-31 30,613 $2,054,000 -6,084
   OPPENHEIMER ASSET MANAGEMENT INC 520 - 2024-03-31 26,815 $1,799,000 -5,798
   Gladstone Institutional Advisory LLC 242 - 2024-03-31 24,182 $1,622,000 -2,401
   OLD MISSION CAPITAL LLC 295 *New 2024-03-31 21,234 $1,425,000 21,234
   Advisor Group Holdings Inc. 2039 - 2024-03-31 19,819 $1,330,000 -12,971
   PFG Advisors 245 - 2024-03-31 18,051 $1,211,000 353
   HIGHTOWER ADVISORS, LLC 1688 - 2024-03-31 17,584 $1,181,000 12,086
   RAYMOND JAMES & ASSOCIATES 2478 - 2024-03-31 17,466 $1,172,000 540
   AA Financial Advisors LLC 57 *New 2024-03-31 16,651 $1,117,000 16,651
   BB&T CORP 1677 *New 2024-03-31 12,261 $823,000 12,261
   Cetera Investment Advisers 995 - 2024-03-31 11,626 $780,000 880
   GOLDMAN SACHS GROUP INC/ 3725 - 2024-03-31 11,196 $751,000 0
   CB&T WEALTH MANAGEMENT 60 - 2024-03-31 10,339 $694,000 -419
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2269 - 2024-03-31 7,383 $495,000 -7
   RAYMOND JAMES TRUST CO 784 - 2024-03-31 6,493 $436,000 0
   FAMILY MANAGEMENT CORP 106 - 2024-03-31 6,414 $430,000 0
   WELLS FARGO & CO/MN 3491 - 2024-03-31 6,274 $421,000 475
   Milestone Investment Advisors LLC 59 - 2024-03-31 5,907 $396,000 5,907
   Dynamic Advisors Solutions LLC 669 - 2024-03-31 5,829 $391,000 386
   WIN ADVISORS INC 44 *New 2024-03-31 5,806 $390,000 5,806
   CAPTRUST FINANCIAL ADVISORS 1639 - 2024-03-31 5,605 $376,000 0
   Kestra Advisory Services LLC 1859 - 2024-03-31 5,360 $360,000 -445
   MML INVESTORS SERVICES LLC 2017 - 2024-03-31 5,052 $339,000 -17
   We Are One Seven LLC 698 - 2024-03-31 4,801 $322,000 -362
   PROSPERA FINANCIAL SERVICES 892 - 2023-12-31 4,456 $266,000 0
   Atria Wealth Solutions Inc. 1642 *New 2024-03-31 3,870 $260,000 3,870
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 424 *New 2024-03-31 3,245 $218,000 3,245
   WETZEL INVESTMENT ADVISORS INC. 135 - 2024-03-31 2,424 $156,000 0
   Goss Wealth Management LLC 1908 - 2024-03-31 2,284 $153,000 2,194
   Capital Analysts Inc. 513 - 2024-03-31 1,924 $129,000 2
   FinTrust Capital Advisors LLC 345 - 2024-03-31 1,868 $125,000 0
   Future Financial Wealth Managment LLC 199 *New 2024-03-31 1,200 $81,000 1,200
   HARBOUR INVESTMENTS INC. 1357 - 2023-12-31 1,043 $62,000 0
   Addison Advisors LLC 359 - 2024-03-31 764 $51,000 -425
   AdvisorNet Financial Inc 880 - 2024-03-31 570 $38,000 -784
   FMR LLC 3830 *New 2024-03-31 306 $21,000 306
   Global Retirement Partners LLC 1862 - 2024-03-31 255 $17,000 -27
   BANK OF AMERICA CORP /DE/ 5801 - 2024-03-31 154 $10,000 0
   Financial Perspectives Inc 496 - 2024-03-31 83 $6,000 0
   CITADEL ADVISORS LLC 6038 *Closed 2024-03-31 0 $0 -18,940
   Ten Capital Wealth Advisors LLC 355 *Closed 2023-06-30 0 $0 -5
   PROEQUITIES INC. 9209 - 2024-03-31 0 $0 0
  54 Records found
  1    
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