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ClearBridge Large Cap Growth ESG ETF (LRGE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for ClearBridge Large Cap Growth ESG ETF (NASDAQ:LRGE)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$12.52M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.99M
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LRGE Institutional Buying and Selling by Quarter

ClearBridge Large Cap Growth ESG ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.90,587$6.08M0.0%+6.0%2.664%
4/15/2024Future Financial Wealth Managment LLC1,200$81K0.1%N/A0.035%
4/11/2024 Opal Wealth Advisors LLC488,812$32.79M11.1%+23.5%14.591%
2/9/2024UBS Group AG105,455$6.29M0.0%+12.1%3.458%
2/7/2024Avantax Advisory Services Inc.462,733$27.62M0.3%-3.1%15.172%
1/31/2024Wetzel Investment Advisors Inc.2,424$145K0.1%N/A0.079%
1/22/2024 Opal Wealth Advisors LLC395,918$23.63M9.3%+1.1%12.981%
1/19/2024PFG Advisors17,698$1.06M0.1%+2.3%0.580%
1/16/2024Raymond James Financial Services Advisors Inc.85,473$5.10M0.0%+0.4%2.802%
1/16/2024Raymond James & Associates16,926$1.01M0.0%-1.6%0.555%
1/11/2024 Dynamic Advisor Solutions LLC5,443$316K0.0%N/A0.178%
11/13/2023LPL Financial LLC143,075$7.42M0.0%+5.3%4.850%
11/13/2023Kestra Advisory Services LLC5,935$308K0.0%+34.7%0.201%
11/9/2023UBS Group AG94,066$4.88M0.0%+25.8%3.189%
11/8/2023Avantax Advisory Services Inc.477,374$24.75M0.3%-3.8%16.182%
11/8/2023Oppenheimer Asset Management Inc.33,146$1.72M0.0%+8.8%1.124%
11/7/2023Addison Advisors LLC1,189$62K0.0%-28.8%0.040%
11/3/2023MGO One Seven LLC4,175$216K0.0%N/A0.142%
10/24/2023Raymond James Financial Services Advisors Inc.85,141$4.41M0.0%+1.4%2.886%
10/24/2023Raymond James & Associates17,201$892K0.0%+9.4%0.583%
10/24/2023FinTrust Capital Advisors LLC1,868$97K0.0%-27.2%0.063%
10/23/2023Commonwealth Equity Services LLC22,660$1.18M0.0%+8.9%0.768%
10/18/2023 Opal Wealth Advisors LLC391,459$20.29M11.9%-13.2%13.270%
10/13/2023PFG Advisors17,305$897K0.1%N/A0.587%
8/4/2023Envestnet Asset Management Inc.43,730$2.38M0.0%+22.9%1.562%
8/3/2023Oppenheimer Asset Management Inc.30,461$1.65M0.0%-4.0%1.088%
8/2/2023Milestone Investment Advisors LLC5,517$300K0.1%+43.5%0.197%
7/31/2023LPL Financial LLC135,812$7.38M0.0%+2.0%4.850%
7/27/2023 Opal Wealth Advisors LLC450,915$24.49M12.2%-0.7%16.397%
7/25/2023Raymond James Financial Services Advisors Inc.83,972$4.56M0.0%-5.1%3.054%
7/25/2023Raymond James & Associates15,726$854K0.0%+92.2%0.572%
7/11/2023 Worth Asset Management LLC3,025$164K0.1%N/A0.110%
5/10/2023Oppenheimer Asset Management Inc.31,734$1.51M0.0%-14.2%1.154%
5/10/2023LPL Financial LLC133,120$6.35M0.0%-0.5%4.841%
5/9/2023Vestmark Advisory Solutions Inc.11,883$567K0.0%+2.1%0.432%
5/5/2023Capital Analysts LLC1,922$92K0.0%N/A0.070%
5/3/2023Raymond James Trust N.A.6,493$310K0.0%-3.7%0.236%
4/28/2023Avantax Advisory Services Inc.521,302$24.86M0.3%-1.8%18.956%
4/19/2023 Opal Wealth Advisors LLC454,183$21.66M12.6%+0.1%16.516%
4/14/2023Raymond James Financial Services Advisors Inc.88,490$4.22M0.0%+2.1%3.218%
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4/14/2023Raymond James & Associates8,180$390K0.0%-66.7%0.297%
3/15/2023Milestone Investment Advisors LLC3,845$157K0.1%N/A0.108%
2/8/2023Raymond James Financial Services Advisors Inc.86,628$3.54M0.0%+19.9%2.440%
2/8/2023Raymond James & Associates24,600$1.00M0.0%-16.2%0.693%
2/8/2023Prospera Financial Services Inc6,413$262K0.0%-44.6%0.181%
2/7/2023Commonwealth Equity Services LLC19,525$797K0.0%-6.1%0.550%
2/7/2023LPL Financial LLC133,855$5.46M0.0%+59.0%3.771%
2/7/2023Envestnet Asset Management Inc.33,991$1.39M0.0%-4.8%0.957%
2/7/2023Oppenheimer Asset Management Inc.36,993$1.51M0.0%+8.0%1.042%
2/3/2023 Opal Wealth Advisors LLC453,755$18.52M10.2%+4.3%12.782%
2/2/2023Raymond James Trust N.A.6,743$275K0.0%+3.9%0.190%
1/20/2023Vestmark Advisory Solutions Inc.11,636$475K0.0%+2.9%0.319%
11/14/2022MML Investors Services LLC6,122$243K0.0%-16.1%0.157%
11/14/2022Oppenheimer Asset Management Inc.34,242$1.36M0.0%+5.3%0.878%
11/2/2022Avantax Advisory Services Inc.530,959$21.05M0.3%+3.2%13.274%
10/27/2022Prospera Financial Services Inc11,568$458K0.0%-4.9%0.289%
10/25/2022Raymond James & Associates29,355$1.16M0.0%-6.9%0.734%
10/25/2022Raymond James Financial Services Advisors Inc.72,257$2.86M0.0%+6.6%1.806%
10/20/2022FinTrust Capital Advisors LLC2,566$105K0.0%-28.9%0.064%
10/17/2022 Opal Wealth Advisors LLC435,002$17.24M12.6%+0.7%10.875%
8/13/2022Flow Traders U.S. LLC31,352$1.31M0.1%-18.0%0.774%
8/11/2022Cetera Investment Advisers11,436$477K0.0%-3.2%0.282%
8/11/2022Cetera Advisor Networks LLC15,483$646K0.0%+5.9%0.382%
8/10/2022 Opal Wealth Advisors LLC431,829$18.00M11.9%-18.5%10.662%
8/8/2022Oppenheimer Asset Management Inc.32,520$1.36M0.0%+1.0%0.803%
8/8/2022Prospera Financial Services Inc12,159$507K0.0%-24.2%0.300%
8/4/2022Vestmark Advisory Solutions Inc.11,326$472K0.0%+18.2%0.280%
8/4/2022Northwestern Mutual Wealth Management Co.781,418$32.58M0.1%-24.2%19.294%
8/4/2022Addison Advisors LLC1,479$62K0.0%+93.6%0.037%
8/3/2022Envestnet Asset Management Inc.31,950$1.33M0.0%+34.6%0.789%
8/2/2022Avantax Advisory Services Inc.514,596$21.45M0.3%-0.8%12.706%
7/19/2022Commonwealth Equity Services LLC18,889$787K0.0%+6.1%0.472%
7/18/2022Avantax Planning Partners Inc.6,565$274K0.0%N/A0.164%
7/14/2022Raymond James Trust N.A.6,493$271K0.0%N/A0.162%
5/25/2022EverSource Wealth Advisors LLC2,451$132K0.0%-9.1%0.061%
5/12/2022Cetera Advisor Networks LLC14,618$786K0.0%+2.0%0.370%
5/12/2022Oppenheimer Asset Management Inc.32,184$1.73M0.0%+26.6%0.815%
5/11/2022Raymond James Financial Services Advisors Inc.62,233$3.35M0.0%+23.1%1.596%
5/9/2022Northwestern Mutual Wealth Management Co.1,031,336$55.47M0.1%+127.5%26.110%
5/9/2022 Opal Wealth Advisors LLC530,012$28.50M24.8%-12.5%13.418%
5/4/2022Sage Advisory Services Ltd.Co.11,983$644K0.2%+10.9%0.303%
5/4/2022Prospera Financial Services Inc16,032$862K0.0%+7.4%0.406%
5/4/2022Commonwealth Equity Services LLC17,800$957K0.0%-3.9%0.451%
5/4/2022Gladstone Institutional Advisory LLC24,614$1.32M0.1%N/A0.623%
5/4/2022Envestnet Asset Management Inc.23,734$1.28M0.0%+48.6%0.601%
4/29/2022Addison Advisors LLC764$41K0.0%N/A0.019%
4/27/2022Vestmark Advisory Solutions Inc.9,586$516K0.0%+9.1%0.243%
4/27/2022Avantax Advisory Services Inc.518,829$27.92M0.4%-5.8%13.135%
2/15/2022Cetera Investment Advisers12,451$756K0.0%+37.3%0.265%
2/14/2022LPL Financial LLC112,891$6.86M0.0%-1.3%2.402%
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2/11/2022PFS Investments Inc.47,566$2.89M0.1%+16.7%1.012%
2/9/2022We Are One Seven LLC3,676$223K0.0%+7.3%0.082%
2/8/2022Raymond James Financial Services Advisors Inc.50,547$3.07M0.0%+10.8%1.123%
2/8/2022Raymond James & Associates27,839$1.69M0.0%+9.6%0.647%
2/7/2022Pinnacle Private Wealth LLC3,989$242K0.1%N/A0.093%
2/4/2022Envestnet Asset Management Inc.15,970$970K0.0%+7.7%0.371%
2/3/2022Advisor Group Holdings Inc.4,782$291K0.0%-19.4%0.111%
2/3/2022Northwestern Mutual Wealth Management Co.453,265$27.54M0.0%N/A10.541%
2/2/2022Oppenheimer Asset Management Inc.25,428$1.55M0.0%+10.4%0.591%
1/31/2022 Opal Wealth Advisors LLC605,708$36.80M23.3%+4.8%14.252%
(Data available from 1/1/2016 forward)

LRGE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LRGE shares?

During the previous two years, 32 institutional investors and hedge funds held shares of ClearBridge Large Cap Growth ESG ETF. The most heavily invested institutionals were Opal Wealth Advisors LLC ($32.79M), Northwestern Mutual Wealth Management Co. ($32.58M), Avantax Advisory Services Inc. ($27.62M), LPL Financial LLC ($7.42M), UBS Group AG ($6.29M), Raymond James Financial Services Advisors Inc. ($6.08M), and Envestnet Asset Management Inc. ($2.38M).Learn more on LRGE's institutional investors.

Which institutional investors have been buying ClearBridge Large Cap Growth ESG ETF stock?

Of the 27 institutional investors that purchased ClearBridge Large Cap Growth ESG ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($578.07K), Opal Wealth Advisors LLC ($119.71K), LPL Financial LLC ($59.60K), Raymond James Financial Services Advisors Inc. ($39.04K), UBS Group AG ($30.66K), Gladstone Institutional Advisory LLC ($24.61K), and Envestnet Asset Management Inc. ($24.13K).

How much institutional buying is happening at ClearBridge Large Cap Growth ESG ETF?

Institutional investors have bought a total of 982,655 shares in the last 24 months. This purchase volume represents approximately $92.38M in transactions.

Which ClearBridge Large Cap Growth ESG ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold ClearBridge Large Cap Growth ESG ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($249.92K), Opal Wealth Advisors LLC ($236.60K), Avantax Advisory Services Inc. ($79.11K), Raymond James & Associates ($23.63K), Prospera Financial Services Inc ($9.62K), Flow Traders U.S. LLC ($6.90K), and Oppenheimer Asset Management Inc. ($6.53K).

How much institutional selling is happening at ClearBridge Large Cap Growth ESG ETF?

Institutional investors have sold a total of 625,552 shares in the last 24 months. This volume of shares sold represents approximately $52.01M in transactions.


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This page (NASDAQ:LRGE) was last updated on 4/23/2024 by MarketBeat.com Staff

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