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ClearBridge Large Cap Growth ESG ETF (LRGE) Institutional Ownership

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(As of 05/10/2024 ET)
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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)
$14.66M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$13.02M
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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
5/8/2024 Avantax Advisory Services Inc.356,341$23.91M0.2%-23.0%10.481%
5/7/2024 Oppenheimer Asset Management Inc.26,815$1.80M0.0%-17.8%0.789%
5/7/2024 PFG Advisors18,051$1.21M0.1%+2.0%0.531%
5/3/2024 AA Financial Advisors LLC16,651$1.12M0.5%N/A0.490%
4/29/2024Commonwealth Equity Services LLC42,302$2.84M0.0%+40.9%1.244%
4/24/2024 Win Advisors Inc.5,806$390K0.2%N/A0.171%
4/23/2024 Raymond James Financial Services Advisors Inc.90,587$6.08M0.0%+6.0%2.664%
4/15/2024 Future 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%
2/7/2024 Avantax Advisory Services Inc.462,733$27.62M0.3%-3.1%15.172%
1/31/2024 Wetzel 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%
1/19/2024 PFG Advisors17,698$1.06M0.1%+2.3%0.580%
1/16/2024 Raymond James Financial Services Advisors Inc.85,473$5.10M0.0%+0.4%2.802%
1/16/2024 Raymond 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%
11/8/2023 Avantax Advisory Services Inc.477,374$24.75M0.3%-3.8%16.182%
11/8/2023 Oppenheimer Asset Management Inc.33,146$1.72M0.0%+8.8%1.124%
11/7/2023 Addison Advisors LLC1,189$62K0.0%-28.8%0.040%
11/3/2023MGO One Seven LLC4,175$216K0.0%N/A0.142%
10/24/2023 Raymond James Financial Services Advisors Inc.85,141$4.41M0.0%+1.4%2.886%
10/24/2023 Raymond James & Associates17,201$892K0.0%+9.4%0.583%
10/24/2023 FinTrust 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%
10/13/2023 PFG Advisors17,305$897K0.1%N/A0.587%
8/4/2023Envestnet Asset Management Inc.43,730$2.38M0.0%+22.9%1.562%
8/3/2023 Oppenheimer 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%
7/25/2023 Raymond James Financial Services Advisors Inc.83,972$4.56M0.0%-5.1%3.054%
7/25/2023 Raymond James & Associates15,726$854K0.0%+92.2%0.572%
7/11/2023 Worth Asset Management LLC3,025$164K0.1%N/A0.110%
5/10/2023 Oppenheimer 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%
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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%
5/3/2023 Raymond James Trust N.A.6,493$310K0.0%-3.7%0.236%
4/28/2023 Avantax 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%
4/14/2023 Raymond James Financial Services Advisors Inc.88,490$4.22M0.0%+2.1%3.218%
4/14/2023 Raymond James & Associates8,180$390K0.0%-66.7%0.297%
3/15/2023Milestone Investment Advisors LLC3,845$157K0.1%N/A0.108%
2/8/2023 Raymond James Financial Services Advisors Inc.86,628$3.54M0.0%+19.9%2.440%
2/8/2023 Raymond 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%
2/7/2023 Oppenheimer 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%
2/2/2023 Raymond 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%
11/14/2022 Oppenheimer Asset Management Inc.34,242$1.36M0.0%+5.3%0.878%
11/2/2022 Avantax 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%
10/25/2022 Raymond James & Associates29,355$1.16M0.0%-6.9%0.734%
10/25/2022 Raymond James Financial Services Advisors Inc.72,257$2.86M0.0%+6.6%1.806%
10/20/2022 FinTrust 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%
8/8/2022 Oppenheimer 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%
8/4/2022 Addison Advisors LLC1,479$62K0.0%+93.6%0.037%
8/3/2022Envestnet Asset Management Inc.31,950$1.33M0.0%+34.6%0.789%
8/2/2022 Avantax 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%
7/18/2022 Avantax Planning Partners Inc.6,565$274K0.0%N/A0.164%
7/14/2022 Raymond 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%
5/12/2022 Oppenheimer Asset Management Inc.32,184$1.73M0.0%+26.6%0.815%
5/11/2022 Raymond 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%
5/4/2022 Sage 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%
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5/4/2022Envestnet Asset Management Inc.23,734$1.28M0.0%+48.6%0.601%
4/29/2022 Addison Advisors LLC764$41K0.0%N/A0.019%
4/27/2022Vestmark Advisory Solutions Inc.9,586$516K0.0%+9.1%0.243%
4/27/2022 Avantax 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%
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%
2/8/2022 Raymond James Financial Services Advisors Inc.50,547$3.07M0.0%+10.8%1.123%
2/8/2022 Raymond James & Associates27,839$1.69M0.0%+9.6%0.647%
(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. ($23.91M), LPL Financial LLC ($7.42M), UBS Group AG ($6.29M), Raymond James Financial Services Advisors Inc. ($6.08M), and Commonwealth Equity Services LLC ($2.84M).Learn more on LRGE's institutional investors.

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

Of the 25 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: Opal Wealth Advisors LLC ($119.71K), LPL Financial LLC ($59.60K), UBS Group AG ($30.66K), Raymond James Financial Services Advisors Inc. ($27.35K), PFG Advisors ($18.05K), AA Financial Advisors LLC ($16.65K), and Envestnet Asset Management Inc. ($16.37K).

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

Institutional investors have bought a total of 391,777 shares in the last 24 months. This purchase volume represents approximately $27.40M 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 ($160.91K), Avantax Advisory Services Inc. ($153.39K), Raymond James & Associates ($23.63K), Oppenheimer Asset Management Inc. ($12.33K), Prospera Financial Services Inc ($9.62K), and Flow Traders U.S. LLC ($6.90K).

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

Institutional investors have sold a total of 629,215 shares in the last 24 months. This volume of shares sold represents approximately $47.86M in transactions.


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This page (NASDAQ:LRGE) was last updated on 5/12/2024 by MarketBeat.com Staff

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