Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Legg Mason Low Volatility High Dividend (LVHD)  
$36.91 0.01 (0.03%) as of 4:30 Thu 5/16


Download
     
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
   WETHERBY ASSET MANAGEMENT INC 507 - 2023-12-31 15,708 $571,000 0
   SYNOVUS FINANCIAL CORP 675 - 2023-12-31 10,517 $382,000 0
   IHT Wealth Management LLC 771 - 2023-12-31 8,042 $292,000 0
   Intrepid Financial Planning Group LLC 99 - 2023-12-31 7,307 $266,000 0
   S. R. Schill & Associates 82 - 2024-03-31 5,649 $208,000 0
   PROEQUITIES INC. 1263 - 2024-03-31 1,113 $41,000 0
   AdvisorNet Financial Inc 918 - 2024-03-31 944 $35,000 0
   HARBOR INVESTMENT ADVISORY LLC 800 - 2024-03-31 368 $14,000 0
   Sunbelt Securities Inc. 1158 - 2024-03-31 345 $13,000 0
   EverSource Wealth Advisors LLC 1793 - 2023-12-31 165 $6,000 0
   GPS Wealth Strategies Group LLC 1128 - 2024-03-31 47 $2,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 545 - 2023-12-31 3 $1,000 0

  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results