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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
   H D Vest Advisory Services 72 - 2024-03-31 356,341 $23,907,000 -106,392
   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
   OPPENHEIMER ASSET MANAGEMENT INC 520 - 2024-03-31 26,815 $1,799,000 -5,798
   Advisor Group Holdings Inc. 2039 - 2024-03-31 19,819 $1,330,000 -12,971
   CITADEL ADVISORS LLC 2812 - 2023-12-31 18,940 $1,130,000 -14,903
   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
   Kestra Advisory Services LLC 1735 - 2023-12-31 5,805 $346,000 -130
   Addison Advisors LLC 359 - 2024-03-31 764 $51,000 -425
   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
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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