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ClearBridge Large Cap Growth ESG ETF (LRGE) Institutional Ownership

ClearBridge Large Cap Growth ESG ETF logo
$79.06 -0.32 (-0.40%)
Closing price 07/11/2025 03:57 PM Eastern
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$79.06 0.00 (0.00%)
As of 07/11/2025 04:04 PM Eastern
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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)
54
Total
Institutional Inflows
(last 12 months)
$73.78M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.41M
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LRGE Institutional Buying and Selling by Quarter

ClearBridge Large Cap Growth ESG ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025AA Financial Advisors LLC110,929$8.80M1.9%+11.1%2.013%
7/10/2025 Wealth Enhancement Advisory Services LLC4,240$338K0.0%-4.4%0.077%
7/7/2025 Investors Research Corp1,030$82K0.0%+19.5%0.019%
5/16/2025NewEdge Advisors LLC38,848$2.71M0.0%+444.8%0.718%
5/15/2025Royal Bank of Canada340,312$23.75M0.0%+50.4%6.290%
5/15/2025OLD Mission Capital LLC14,438$1.01M0.0%+305.6%0.267%
5/14/2025Northwestern Mutual Wealth Management Co.20,362$1.42M0.0%-7.3%0.376%
5/13/2025Raymond James Financial Inc.172,984$12.07M0.0%-2.4%3.197%
5/13/2025HighTower Advisors LLC31,186$2.18M0.0%+9.2%0.576%
5/13/2025Elevation Capital Advisory LLC2,953$206K0.1%-4.9%0.055%
5/9/2025Natural Investments LLC9,620$671K0.2%+7.7%0.178%
5/9/2025Atria Wealth Solutions Inc.5,736$400K0.0%-21.5%0.106%
5/9/2025PNC Financial Services Group Inc.25,050$1.75M0.0%-5.6%0.463%
5/7/2025LPL Financial LLC339,175$23.67M0.0%+4.2%6.269%
5/6/2025Assetmark Inc.395$28K0.0%-50.0%0.007%
5/6/2025Cetera Investment Advisers20,839$1.45M0.0%+5.7%0.385%
5/6/2025Avantax Advisory Services Inc.301,532$21.04M0.1%+0.1%5.574%
5/6/2025Wedbush Securities Inc.3,398$237K0.0%-10.6%0.063%
5/6/2025PFG Advisors22,038$1.54M0.1%+1.0%0.407%
4/30/2025M&T Bank Corp99,162$6.92M0.0%+11.9%1.816%
4/30/2025May Hill Capital LLC4,285$299K0.1%N/A0.078%
4/29/2025Envestnet Asset Management Inc.89,288$6.23M0.0%+1.1%1.635%
4/24/2025Barnes Pettey Financial Advisors LLC32,651$2.28M1.8%-1.8%0.604%
4/24/2025Golden State Wealth Management LLC10,195$711K0.1%+4.1%0.188%
4/23/2025Golden State Wealth Management LLC20,390$1.42M0.1%+108.3%0.377%
4/23/2025Golden State Equity Partners3,882$271K0.1%+13.2%0.072%
4/22/2025PFG Investments LLC8,242$575K0.0%+3.8%0.152%
4/18/2025CENTRAL TRUST Co4,321$302K0.0%-3.9%0.079%
4/17/2025AA Financial Advisors LLC99,827$6.97M1.7%+43.8%1.828%
4/17/2025Janney Montgomery Scott LLC64,538$4.50M0.0%+0.8%1.182%
4/17/2025Atlas Private Wealth Advisors3,386$236K0.0%-14.4%0.062%
4/16/2025Opal Wealth Advisors LLC558,870$39.00M12.0%+5.6%10.236%
4/16/2025 Wealth Enhancement Advisory Services LLC4,433$309K0.0%-14.6%0.081%
4/8/2025 Investors Research Corp862$60K0.0%+44.6%0.016%
3/17/2025 Wealth Enhancement Advisory Services LLC5,188$390K0.0%+59.0%0.097%
2/18/2025Novem Group3,350$252K0.0%N/A0.063%
2/17/2025Royal Bank of Canada226,307$17.03M0.0%-1.7%4.222%
2/17/2025Cetera Investment Advisers19,714$1.48M0.0%-17.3%0.368%
2/17/2025Bank of America Corp DE549$41K0.0%+226.8%0.010%
2/14/2025MGO One Seven LLC5,009$377K0.0%+7.9%0.093%
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2/14/2025IHT Wealth Management LLC15,578$1.17M0.0%-33.2%0.291%
2/14/2025Stifel Financial Corp182,274$13.72M0.0%+2.0%3.401%
2/14/2025GeoWealth Management LLC3,104$234K0.0%-5.6%0.058%
2/13/2025Rossby Financial LCC3,907$294K0.2%N/A0.073%
2/13/2025Bank of Montreal Can1,217$92K0.0%N/A0.023%
2/13/2025Cascades Capital Asset Management LLC15,821$1.19M0.6%-5.5%0.295%
2/13/2025Envestnet Asset Management Inc.88,305$6.65M0.0%-1.7%1.647%
2/13/2025Wells Fargo & Company MN12,436$936K0.0%+17.8%0.232%
2/12/2025OLD Mission Capital LLC3,560$268K0.0%N/A0.066%
2/12/2025JPMorgan Chase & Co.3,138$236K0.0%+22.7%0.059%
2/11/2025LPL Financial LLC325,583$24.50M0.0%-1.7%6.074%
2/10/2025Commonwealth Equity Services LLC101,686$7.65M0.0%+13.0%1.897%
2/10/2025Avantax Advisory Services Inc.301,303$22.68M0.1%-1.6%5.621%
2/7/2025PFG Advisors21,820$1.64M0.1%-0.7%0.407%
2/7/2025HighTower Advisors LLC28,558$2.15M0.0%+17.7%0.533%
2/7/2025Natural Investments LLC8,931$672K0.2%N/A0.167%
2/7/2025 Investors Research Corp596$45K0.0%+106.9%0.011%
2/7/2025Independent Advisor Alliance28,507$2.15M0.0%N/A0.532%
2/7/2025PNC Financial Services Group Inc.26,547$2.00M0.0%-8.9%0.495%
2/7/2025Elevation Capital Advisory LLC3,104$234K0.1%-5.6%0.058%
2/6/2025Townsend Asset Management Corp NC ADV3,461$260K0.1%-7.7%0.065%
2/6/2025Raymond James Financial Inc.177,183$13.34M0.0%N/A3.306%
2/6/2025M&T Bank Corp88,607$6.67M0.0%+44.5%1.653%
2/6/2025Assetmark Inc.790$59K0.0%N/A0.015%
2/5/2025Noble Wealth Management PBC700$53K0.0%N/A0.013%
2/5/2025Oppenheimer Asset Management Inc.29,869$2.25M0.0%-1.8%0.557%
2/3/2025Private Advisor Group LLC12,629$950K0.0%-10.8%0.236%
1/31/2025Atria Wealth Solutions Inc.7,303$550K0.0%-11.2%0.136%
1/31/2025Truist Financial Corp31,537$2.37M0.0%-3.4%0.588%
1/29/2025Gladstone Institutional Advisory LLC38,971$2.93M0.1%+0.9%0.734%
1/29/2025Opal Wealth Advisors LLC529,145$39.82M12.0%+0.1%9.965%
1/27/2025Win Advisors Inc.5,286$398K0.2%N/A0.100%
1/24/2025Golden State Equity Partners3,428$253K0.0%+4.7%0.065%
1/23/2025AA Financial Advisors LLC69,441$5.23M1.4%+21.9%1.308%
1/23/2025Barnes Pettey Financial Advisors LLC33,247$2.50M1.9%-4.3%0.626%
1/22/2025PFG Investments LLC7,942$598K0.0%+1.8%0.150%
1/21/2025 Dynamic Advisor Solutions LLC3,327$250K0.0%+4.8%0.063%
1/21/2025RFG Advisory LLC8,660$652K0.0%N/A0.163%
1/17/2025Janney Montgomery Scott LLC64,046$4.82M0.0%+2.9%1.206%
1/17/2025Missouri Trust & Investment Co1,464$110K0.0%N/A0.028%
1/10/2025Fortitude Family Office LLC27,200$2.05M0.7%N/A0.512%
12/26/2024JPMorgan Chase & Co.2,558$187K0.0%+650.1%0.048%
11/15/2024M&T Bank Corp61,339$4.48M0.0%N/A1.155%
11/15/2024MML Investors Services LLC6,194$452K0.0%-6.8%0.117%
11/15/2024Stifel Financial Corp178,697$13.05M0.0%+3.3%3.365%
11/15/2024IHT Wealth Management LLC23,303$1.70M0.0%-1.2%0.439%
11/15/2024HighTower Advisors LLC24,262$1.77M0.0%+27.5%0.457%
11/15/2024Kestra Investment Management LLC7,885$576K0.0%N/A0.148%
11/6/2024Oppenheimer Asset Management Inc.30,426$2.22M0.0%-6.5%0.573%
10/29/2024Janney Montgomery Scott LLC62,250$4.55M0.0%-6.5%1.172%
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10/28/2024Gladstone Institutional Advisory LLC38,618$2.82M0.1%+0.4%0.727%
10/25/2024Golden State Equity Partners3,275$237K0.1%N/A0.062%
10/24/2024Barnes Pettey Financial Advisors LLC34,732$2.54M2.0%-10.7%0.654%
10/24/2024PFG Investments LLC7,804$570K0.0%+5.4%0.147%
10/22/2024Private Advisor Group LLC14,160$1.03M0.0%-6.2%0.267%
10/21/2024Townsend Asset Management Corp NC ADV3,751$274K0.1%-9.0%0.071%
10/18/2024AA Financial Advisors LLC56,946$4.16M1.2%+43.1%1.072%
10/16/2024Opal Wealth Advisors LLC528,355$38.58M12.1%+6.3%9.950%
10/9/2024Atlas Private Wealth Advisors3,954$289K0.0%-24.5%0.074%
10/8/2024Future Financial Wealth Managment LLC1,200$88K0.1%N/A0.023%
(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, 70 institutional investors and hedge funds held shares of ClearBridge Large Cap Growth ESG ETF. The most heavily invested institutionals were Opal Wealth Advisors LLC ($39.00M), Royal Bank of Canada ($23.75M), LPL Financial LLC ($23.67M), Avantax Advisory Services Inc. ($21.04M), Stifel Financial Corp ($13.72M), Raymond James Financial Inc. ($12.07M), and Raymond James Financial Services Advisors Inc. ($11.51M).Learn more on ClearBridge Large Cap Growth ESG ETF's institutional investors.

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

Of the 59 institutional investors that purchased ClearBridge Large Cap Growth ESG ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($177.18K), Opal Wealth Advisors LLC ($167.41K), Royal Bank of Canada ($114.01K), AA Financial Advisors LLC ($110.93K), M&T Bank Corp ($99.16K), Raymond James Financial Services Advisors Inc. ($80.85K), and Barnes Pettey Financial Advisors LLC ($38.88K).

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

Institutional investors have bought a total of 1,022,741 shares in the last 24 months. This purchase volume represents approximately $73.78M in transactions.

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

Of the 27 institutional investors that sold ClearBridge Large Cap Growth ESG ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($9.18K), IHT Wealth Management LLC ($8.02K), Barnes Pettey Financial Advisors LLC ($6.23K), LPL Financial LLC ($5.58K), Avantax Advisory Services Inc. ($4.79K), Janney Montgomery Scott LLC ($4.36K), and Raymond James Financial Inc. ($4.20K).

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

Institutional investors have sold a total of 73,843 shares in the last 24 months. This volume of shares sold represents approximately $5.41M in transactions.



This page (NASDAQ:LRGE) was last updated on 7/12/2025 by MarketBeat.com Staff
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