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ClearBridge All Cap Growth ESG ETF (CACG) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$245.68K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$531.12K
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CACG Institutional Buying and Selling by Quarter

ClearBridge All Cap Growth ESG ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC90,003$4.69M0.0%-6.0%3.750%
4/3/2024Arden Trust Co28,617$1.49M0.2%-12.4%1.218%
2/8/2024 Janney Montgomery Scott LLC95,702$4.51M0.0%+5.8%4.072%
1/4/2024Arden Trust Co32,670$1.54M0.2%-1.5%1.361%
11/8/2023 Janney Montgomery Scott LLC90,488$3.68M0.0%+1.6%3.770%
10/10/2023Arden Trust Co33,163$1.35M0.2%-4.9%1.382%
8/9/2023 Flow Traders U.S. LLC5,297$223K0.0%N/A0.204%
7/26/2023 Janney Montgomery Scott LLC89,050$3.76M0.0%+4.8%3.425%
7/14/2023Arden Trust Co34,863$1.47M0.2%-9.4%1.341%
5/11/2023 EverSource Wealth Advisors LLC2,750$104K0.0%-9.8%0.100%
4/28/2023 Janney Montgomery Scott LLC84,951$3.20M0.0%+21.2%3.089%
4/17/2023Arden Trust Co38,475$1.45M0.3%-93.1%1.399%
2/9/2023 EverSource Wealth Advisors LLC3,050$101K0.0%N/A0.086%
2/1/2023 Janney Montgomery Scott LLC70,100$2.32M0.0%-1.3%1.947%
1/20/2023Arden Trust Co560,404$18.55M3.8%-37.4%15.567%
11/4/2022 Cowa LLC7,936$273K0.2%-54.7%0.203%
10/25/2022 Janney Montgomery Scott LLC71,049$2.45M0.0%+9.9%1.776%
10/20/2022Arden Trust Co894,759$30.83M7.8%-2.0%22.093%
10/17/2022 Private Trust Co. NA3,000$103K0.0%+25.0%0.074%
9/16/2022 Private Trust Co. NA2,400$86K0.0%N/A0.056%
8/3/2022 Janney Montgomery Scott LLC64,646$2.34M0.0%+3.4%1.521%
7/12/2022Arden Trust Co913,483$32.89M7.6%-0.3%21.494%
5/3/2022 CENTRAL TRUST Co9,281$423K0.0%+78.6%0.216%
4/11/2022Arden Trust Co916,165$41.73M8.2%+5.2%21.061%
2/8/2022 CENTRAL TRUST Co5,196$263K0.0%+137.0%0.122%
1/27/2022 Janney Montgomery Scott LLC60,897$3.09M0.0%+10.5%1.416%
1/24/2022Arden Trust Co871,024$44.15M7.5%-5.9%20.256%
10/29/2021 Janney Montgomery Scott LLC55,133$2.68M0.0%-2.3%1.225%
10/19/2021 CENTRAL TRUST Co2,192$107K0.0%+478.4%0.049%
10/12/2021Arden Trust Co925,287$45.01M7.7%-4.5%20.562%
8/16/2021 Wealthcare Advisory Partners LLC9,745$484K0.0%+9.7%0.214%
7/31/2021Arden Trust Co968,790$48.08M7.9%-2.7%21.292%
5/18/2021 Morgan Stanley518,426$23.68M0.0%-5.0%11.149%
5/17/2021 Royal Bank of Canada40,791$1.86M0.0%-13.6%0.877%
5/14/2021 Stifel Financial Corp149,969$6.85M0.0%-10.8%3.157%
5/13/2021QS Investors LLC858,843$39.22M0.5%+8.9%18.081%
5/13/2021 Avantax Advisory Services Inc.60,207$2.75M0.1%+19.3%1.268%
5/12/2021 UBS Group AG220,871$10.09M0.0%+22.3%4.650%
5/10/2021 Oppenheimer & Co. Inc.9,350$427K0.0%+6.3%0.197%
5/7/2021 D.A. Davidson & CO.189,102$8.64M0.1%+2.0%3.981%
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5/7/2021 Iron Financial LLC83,925$3.83M2.0%-50.8%1.767%
5/6/2021 Prospera Financial Services Inc11,996$548K0.0%+35.9%0.253%
5/4/2021 Envestnet Asset Management Inc.93,615$4.28M0.0%+234.6%1.971%
4/28/2021 DAVENPORT & Co LLC6,875$314K0.0%-5.2%0.145%
4/27/2021 Janney Montgomery Scott LLC59,167$2.70M0.0%+2.1%1.246%
4/23/2021Arden Trust Co995,312$45.45M7.7%+5.2%20.954%
4/22/2021 Private Advisor Group LLC23,971$1.10M0.0%-4.1%0.505%
3/26/2021 Susquehanna International Group LLP20,257$892K0.0%-48.0%0.426%
2/18/2021 Truist Financial Corp63,153$2.78M0.0%-5.9%1.330%
2/16/2021 Morgan Stanley545,853$24.04M0.0%-9.0%11.614%
2/12/2021 Stifel Financial Corp168,067$7.40M0.0%+15.0%3.576%
2/12/2021Raymond James Financial Services Advisors Inc.213,841$9.42M0.0%+34.5%4.550%
2/12/2021 LPL Financial LLC68,724$3.03M0.0%-6.3%1.462%
2/12/2021 Prospera Financial Services Inc8,825$388K0.0%+32.5%0.188%
2/11/2021 Oppenheimer & Co. Inc.8,800$388K0.0%+15.0%0.187%
2/10/2021 D.A. Davidson & CO.185,435$8.17M0.1%-7.2%3.945%
2/10/2021QS Investors LLC788,913$34.74M0.4%-0.6%16.785%
2/5/2021 Vestmark Advisory Solutions Inc.5,864$258K0.0%-29.9%0.125%
1/25/2021 Janney Montgomery Scott LLC57,929$2.55M0.0%+11.6%1.259%
1/22/2021 Avantax Advisory Services Inc.50,457$2.22M0.1%-28.0%1.097%
1/15/2021Arden Trust Co946,295$41.67M6.9%+0.4%20.572%
1/13/2021 Iron Financial LLC170,577$7.51M3.8%-0.8%3.708%
11/13/2020 Morgan Stanley599,660$23.72M0.0%+1.6%13.179%
11/13/2020 Truist Financial Corp67,087$2.65M0.0%-5.8%1.474%
11/9/2020 LPL Financial LLC73,331$2.90M0.0%-26.2%1.612%
11/6/2020 Janney Montgomery Scott LLC51,908$2.05M0.0%+1.7%1.141%
11/4/2020Raymond James & Associates59,921$2.37M0.0%+39.8%1.317%
(Data available from 1/1/2016 forward)

CACG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CACG shares?

During the previous two years, the following institutional investors and hedge funds held shares of ClearBridge All Cap Growth ESG ETF shares: Janney Montgomery Scott LLC ($4.69M), Arden Trust Co ($1.49M), and Flow Traders U.S. LLC ($223K), EverSource Wealth Advisors LLC ($104K).Learn more on CACG's institutional investors.

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

The following institutional investors have purchased ClearBridge All Cap Growth ESG ETF stock in the last 24 months: Janney Montgomery Scott LLC ($25.60K), Flow Traders U.S. LLC ($5.30K), and EverSource Wealth Advisors LLC ($3.05K).

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

Institutional investors have bought a total of 33,949 shares in the last 24 months. This purchase volume represents approximately $2.02M in transactions.

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

The following institutional investors have sold ClearBridge All Cap Growth ESG ETF stock in the last 24 months: Arden Trust Co ($866.14K), Janney Montgomery Scott LLC ($6.65K), and EverSource Wealth Advisors LLC ($300.00).

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

Institutional investors have sold a total of 873,090 shares in the last 24 months. This volume of shares sold represents approximately $62.32M in transactions.



This page (NASDAQ:CACG) was last updated on 11/17/2024 by MarketBeat.com Staff
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