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Get Institutions for : 
Legg Mason Low Volatility High Dividend (LVHD)  
$36.91 0.01 (0.03%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    4
Total shares held : 
 16,257,562  
% of shares held : 
 73.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -2,198,578  
% of shares held change : 
   -9.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.25  
Last Quarter's Ending Price : 
 $36.35  
Last Quarter's Average Price : 
 $34.50  
Change from last quarter's     
avg. price to the last closing  : 
2.41 (6.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 61,170
 0.38%
 
Increased Positions :
33
 132,174
 0.81%
 
Unchanged Positions :
17
 71,117
 0.44%
 
Decreased Positions :
50
-2,251,801
-13.85%
 
Closed Positions :
13
-140,121
-0.86%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALBION FINANCIAL GROUP /UT 3 - 2024-03-31 1,930,355 $71,114,000 74,144
   H D Vest Advisory Services 208 - 2024-03-31 225,476 $8,307,000 903
   ENVESTNET ASSET MANAGEMENT INC 1866 - 2023-12-31 144,438 $5,250,000 9,519
   Sovereign Investment Advisors LLC 18 - 2023-12-31 141,272 $5,135,000 1,597
   MULTIFINANCIAL SECURITIES CORP 318 - 2023-12-31 115,969 $4,215,000 235
   RAYMOND JAMES & ASSOCIATES 1740 - 2024-03-31 106,946 $3,940,000 3,441
   TAP Consulting LLC 33 - 2024-03-31 95,234 $3,508,000 103
   ATRIA INVESTMENTS LLC 569 - 2023-12-31 59,240 $2,153,000 9,694
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 749 - 2023-12-31 56,526 $2,055,000 13,359
   Spire Wealth Management 263 - 2024-03-31 50,077 $1,845,000 1,370
   IFG Advisory LLC 202 - 2024-03-31 48,977 $1,804,000 2,429
   Kestra Advisory Services LLC 893 - 2023-12-31 44,584 $1,621,000 22,526
   Centurion Wealth Management LLC 33 - 2024-03-31 42,136 $1,552,000 1,054
   STIFEL FINANCIAL CORP 1850 - 2023-12-31 42,123 $1,531,000 737
   FINANCIAL NETWORK 1139 - 2023-12-31 39,615 $1,440,000 7,593
   MML INVESTORS SERVICES LLC 1200 - 2023-12-31 35,612 $1,295,000 2,931
   GOLDMAN SACHS GROUP INC/ 3452 - 2023-12-31 31,397 $1,141,000 5,872
   MARINER WEALTH ADVISORS, LLC 1677 - 2023-12-31 19,802 $720,000 6,945
   FIRST HEARTLAND CONSULTANTS INC 208 - 2024-03-31 18,559 $684,000 277
   PNC FINANCIAL SERVICES GROUP INC 1454 - 2024-03-31 15,193 $560,000 1,387
   Pallas Capital Advisors LLC 279 - 2024-03-31 13,699 $505,000 2,948
   TBH Global Asset Management LLC 172 - 2024-03-31 11,760 $433,000 1,169
   Investors Research Corp 301 - 2024-03-31 6,067 $224,000 329
   ADVISORY SERVICES NETWORK, LLC 1279 - 2024-03-31 6,015 $222,000 4
   Element Wealth LLC 128 - 2024-03-31 5,893 $217,000 213
   HARBOUR INVESTMENTS INC. 832 - 2023-12-31 5,931 $216,000 1,543
   Steward Partners Investment Advisory LLC 1578 - 2023-12-31 3,450 $125,000 100
   CWM LLC 1782 - 2024-03-31 3,085 $114,000 802
   SRS Capital Advisors Inc. 411 - 2023-12-31 2,144 $78,000 24
   Householder Group Estate & Retirement Specialist L 817 - 2024-03-31 261 $10,000 2
   Ronald Blue Trust Inc. 1606 - 2024-03-31 150 $6,000 36
  31 Records found
  1    
  Page 1 of 1
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