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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 46 - 2023-12-31 462,733 $27,616,000 -14,641
   MORGAN STANLEY 3044 - 2023-12-31 231,026 $13,788,000 4,377
   LPL FINANCIAL CORP 1312 - 2023-12-31 149,492 $8,922,000 6,417
   UBS Group AG 1787 - 2023-12-31 105,455 $6,293,000 11,389
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1027 - 2024-03-31 90,587 $6,077,000 5,114
   STIFEL FINANCIAL CORP 1170 - 2023-12-31 74,288 $4,433,000 6,400
   ROYAL BANK OF CANADA 2012 - 2023-12-31 70,663 $4,217,000 -5,037
   ENVESTNET ASSET MANAGEMENT INC 2254 - 2023-12-31 46,616 $2,782,000 -1,212
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 732 - 2023-12-31 36,697 $2,190,000 -939
   Advisor Group Holdings Inc. 1871 - 2023-12-31 32,790 $1,957,000 6,791
   OPPENHEIMER ASSET MANAGEMENT INC 519 - 2023-12-31 32,613 $1,946,000 -533
   PNC FINANCIAL SERVICES GROUP INC 899 - 2023-12-31 32,067 $1,914,000 -1,542
   COMMONWEALTH EQUITY SERVICES LLC. 1735 - 2023-12-31 30,020 $1,792,000 7,360
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2046 - 2023-12-31 28,924 $1,726,000 543
   Gladstone Institutional Advisory LLC 225 - 2023-12-31 26,583 $1,586,000 0
   RAYMOND JAMES & ASSOCIATES 2478 - 2024-03-31 17,466 $1,172,000 540
   CITADEL ADVISORS LLC 2812 - 2023-12-31 18,940 $1,130,000 -14,903
   PFG Advisors 257 - 2023-12-31 17,698 $1,056,000 393
   CB&T WEALTH MANAGEMENT 60 - 2024-03-31 10,339 $694,000 -419
   GOLDMAN SACHS GROUP INC/ 3699 - 2023-12-31 11,196 $668,000 0
   Cetera Investment Advisers 1357 - 2023-12-31 10,746 $641,000 1,859
   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
   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
   FAMILY MANAGEMENT CORP 100 - 2023-12-31 6,414 $383,000 0
   WELLS FARGO & CO/MN 3563 - 2023-12-31 5,799 $346,000 -58
   Kestra Advisory Services LLC 1735 - 2023-12-31 5,805 $346,000 -130
   CAPTRUST FINANCIAL ADVISORS 2027 - 2023-12-31 5,605 $335,000 0
   HIGHTOWER ADVISORS, LLC 2569 *New 2023-12-31 5,498 $330,000 5,498
   We Are One Seven LLC 693 - 2023-12-31 5,163 $308,000 988
   MML INVESTORS SERVICES LLC 2032 - 2023-12-31 5,069 $303,000 67
   PROSPERA FINANCIAL SERVICES 892 - 2023-12-31 4,456 $266,000 0
   WETZEL INVESTMENT ADVISORS INC. 135 - 2024-03-31 2,424 $156,000 0
   Capital Analysts Inc. 506 - 2023-12-31 1,922 $115,000 0
   FinTrust Capital Advisors LLC 344 - 2023-12-31 1,868 $111,000 0
   Future Financial Wealth Managment LLC 199 *New 2024-03-31 1,200 $81,000 1,200
   Addison Advisors LLC 304 - 2023-12-31 1,189 $71,000 0
   HARBOUR INVESTMENTS INC. 1357 - 2023-12-31 1,043 $62,000 0
   AdvisorNet Financial Inc 880 - 2024-03-31 570 $38,000 -784
   Global Retirement Partners LLC 1862 - 2024-03-31 255 $17,000 -27
   BANK OF AMERICA CORP /DE/ 5769 - 2023-12-31 154 $9,000 -34
   Financial Perspectives Inc 496 - 2024-03-31 83 $6,000 0
   Goss Wealth Management LLC 3085 *New 2023-12-31 90 $5,000 90
   PROEQUITIES INC. 2691 - 2023-12-31 0 $0 0
   Ten Capital Wealth Advisors LLC 355 *Closed 2023-06-30 0 $0 -5
   Milestone Investment Advisors LLC 381 *Closed 2023-12-31 0 $0 -5,517
   Archer Investment Corp 1061 *Closed 2023-12-31 0 $0 -318
  49 Records found
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