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Get Institutions for : 
Clearbridge Dividend Strategy Esg (YLDE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    1
Total shares held : 
 529,016  
% of shares held : 
 5.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 115,413  
% of shares held change : 
   1.28%  
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
 7,843
 1.48%
 
Increased Positions :
8
 146,449
 27.68%
 
Unchanged Positions :
5
 19,865
 3.76%
 
Decreased Positions :
6
-32,740
-6.19%
 
Closed Positions :
2
-6,139
-1.16%
 
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
   Shira Ridge Wealth Management 4 - 2024-03-31 179,297 $8,471,000 49,207
   BANK OF NEW YORK MELLON CORP 2081 - 2024-03-31 168,317 $7,952,000 67,501
   LPL FINANCIAL CORP 1779 - 2024-03-31 104,731 $4,948,000 2,502
   PFS INVESTMENTS INC. 234 - 2023-06-30 109,957 $4,653,000 4,537
   OPPENHEIMER ASSET MANAGEMENT INC 518 - 2024-03-31 38,566 $1,822,000 -9,111
   PNC FINANCIAL SERVICES GROUP INC 1218 - 2024-03-31 18,536 $876,000 262
   ENVESTNET ASSET MANAGEMENT INC 3030 - 2023-12-31 18,813 $835,000 -187
   Hamilton Capital Management Inc. 37 - 2023-12-31 18,756 $832,000 -115
   FINANCIAL NETWORK 1865 - 2023-12-31 11,354 $504,000 2,678
   Advisor Group Holdings Inc. 3054 - 2024-03-31 8,937 $422,000 -9,336
   Beacon Pointe Advisors LLC 965 - 2023-12-31 8,685 $385,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3121 - 2024-03-31 7,163 $338,000 1
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3990 - 2024-03-31 6,620 $313,000 -20,414
   YorkBridge Wealth Partners LLC 182 - 2022-12-31 8,005 $313,000 0
   WEDBUSH MORGAN SECURITIES INC 925 - 2023-12-31 4,865 $216,000 -1,340
   Ameliora Wealth Management Ltd. 92 - 2024-03-31 4,017 $190,000 0
   Goss Wealth Management LLC 2033 *New 2023-12-31 1,739 $77,000 1,739
   MORGAN STANLEY 5832 - 2023-12-31 1,714 $76,000 3
   AdvisorNet Financial Inc 777 - 2024-03-31 1,171 $55,000 -39
   CALDWELL SUTTER CAPITAL INC. 371 - 2024-03-31 880 $42,000 528
   UBS Group AG 6105 - 2023-12-31 203 $9,000 -187
   WELLS FARGO & CO/MN 6753 - 2024-03-31 2 $0 1
   PROEQUITIES INC. 9205 - 2024-03-31 0 $0 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3468 *Closed 2024-03-31 0 $0 -5,752
  24 Records found
  1    
  Page 1 of 1
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