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ClearBridge Large Cap Growth ESG ETF (LRGE) Institutional Ownership

ClearBridge Large Cap Growth ESG ETF logo
$76.44 -1.64 (-2.10%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$76.38 -0.07 (-0.09%)
As of 02/21/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$64.50M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$12.09M
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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
2/18/2025 Novem Group3,350$252K0.0%N/A0.063%
2/17/2025 Royal Bank of Canada226,307$17.03M0.0%-1.7%4.222%
2/17/2025 Cetera Investment Advisers19,714$1.48M0.0%-17.3%0.368%
2/17/2025 Bank of America Corp DE549$41K0.0%+226.8%0.010%
2/14/2025 MGO One Seven LLC5,009$377K0.0%+7.9%0.093%
2/14/2025 IHT Wealth Management LLC15,578$1.17M0.0%-33.2%0.291%
2/14/2025 Stifel Financial Corp182,274$13.72M0.0%+2.0%3.401%
2/14/2025 GeoWealth Management LLC3,104$234K0.0%-5.6%0.058%
2/13/2025 Rossby Financial LCC3,907$294K0.2%N/A0.073%
2/13/2025 Bank of Montreal Can1,217$92K0.0%N/A0.023%
2/13/2025 Cascades Capital Asset Management LLC15,821$1.19M0.6%-5.5%0.295%
2/13/2025 Envestnet Asset Management Inc.88,305$6.65M0.0%-1.7%1.647%
2/13/2025 Wells Fargo & Company MN12,436$936K0.0%+17.8%0.232%
2/12/2025 OLD Mission Capital LLC3,560$268K0.0%N/A0.066%
2/12/2025 JPMorgan Chase & Co.3,138$236K0.0%+22.7%0.059%
2/11/2025 LPL Financial LLC325,583$24.50M0.0%-1.7%6.074%
2/10/2025 Commonwealth Equity Services LLC101,686$7.65M0.0%+13.0%1.897%
2/10/2025 Avantax Advisory Services Inc.301,303$22.68M0.1%-1.6%5.621%
2/7/2025 PFG Advisors21,820$1.64M0.1%-0.7%0.407%
2/7/2025 HighTower Advisors LLC28,558$2.15M0.0%+17.7%0.533%
2/7/2025 Natural Investments LLC8,931$672K0.2%N/A0.167%
2/7/2025 Investors Research Corp596$45K0.0%+106.9%0.011%
2/7/2025 Independent Advisor Alliance28,507$2.15M0.0%N/A0.532%
2/7/2025 PNC Financial Services Group Inc.26,547$2.00M0.0%-8.9%0.495%
2/7/2025 Elevation Capital Advisory LLC3,104$234K0.1%-5.6%0.058%
2/6/2025 Townsend Asset Management Corp NC ADV3,461$260K0.1%-7.7%0.065%
2/6/2025 Raymond James Financial Inc.177,183$13.34M0.0%N/A3.306%
2/6/2025 M&T Bank Corp88,607$6.67M0.0%+44.5%1.653%
2/6/2025 Assetmark Inc.790$59K0.0%N/A0.015%
2/5/2025 Noble Wealth Management PBC700$53K0.0%N/A0.013%
2/5/2025 Oppenheimer Asset Management Inc.29,869$2.25M0.0%-1.8%0.557%
2/3/2025 Private Advisor Group LLC12,629$950K0.0%-10.8%0.236%
1/31/2025 Atria Wealth Solutions Inc.7,303$550K0.0%-11.2%0.136%
1/31/2025 Truist Financial Corp31,537$2.37M0.0%-3.4%0.588%
1/29/2025 Gladstone Institutional Advisory LLC38,971$2.93M0.1%+0.9%0.734%
1/29/2025 Opal Wealth Advisors LLC529,145$39.82M12.0%+0.1%9.965%
1/27/2025 Win Advisors Inc.5,286$398K0.2%N/A0.100%
1/24/2025 Golden State Equity Partners3,428$253K0.0%+4.7%0.065%
1/23/2025 AA Financial Advisors LLC69,441$5.23M1.4%+21.9%1.308%
1/23/2025 Barnes Pettey Financial Advisors LLC33,247$2.50M1.9%-4.3%0.626%
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1/22/2025 PFG Investments LLC7,942$598K0.0%+1.8%0.150%
1/21/2025 Dynamic Advisor Solutions LLC3,327$250K0.0%+4.8%0.063%
1/21/2025 RFG Advisory LLC8,660$652K0.0%N/A0.163%
1/17/2025 Janney Montgomery Scott LLC64,046$4.82M0.0%+2.9%1.206%
1/17/2025 Missouri Trust & Investment Co1,464$110K0.0%N/A0.028%
1/10/2025 Fortitude Family Office LLC27,200$2.05M0.7%N/A0.512%
12/26/2024 JPMorgan Chase & Co.2,558$187K0.0%+650.1%0.048%
11/15/2024 M&T Bank Corp61,339$4.48M0.0%N/A1.155%
11/15/2024 MML Investors Services LLC6,194$452K0.0%-6.8%0.117%
11/15/2024 Stifel Financial Corp178,697$13.05M0.0%+3.3%3.365%
11/15/2024 IHT Wealth Management LLC23,303$1.70M0.0%-1.2%0.439%
11/15/2024 HighTower Advisors LLC24,262$1.77M0.0%+27.5%0.457%
11/15/2024 Kestra Investment Management LLC7,885$576K0.0%N/A0.148%
11/6/2024 Oppenheimer Asset Management Inc.30,426$2.22M0.0%-6.5%0.573%
10/29/2024 Janney Montgomery Scott LLC62,250$4.55M0.0%-6.5%1.172%
10/28/2024 Gladstone Institutional Advisory LLC38,618$2.82M0.1%+0.4%0.727%
10/25/2024 Golden State Equity Partners3,275$237K0.1%N/A0.062%
10/24/2024 Barnes Pettey Financial Advisors LLC34,732$2.54M2.0%-10.7%0.654%
10/24/2024 PFG Investments LLC7,804$570K0.0%+5.4%0.147%
10/22/2024 Private Advisor Group LLC14,160$1.03M0.0%-6.2%0.267%
10/21/2024 Townsend Asset Management Corp NC ADV3,751$274K0.1%-9.0%0.071%
10/18/2024 AA Financial Advisors LLC56,946$4.16M1.2%+43.1%1.072%
10/16/2024 Opal Wealth Advisors LLC528,355$38.58M12.1%+6.3%9.950%
10/9/2024 Atlas Private Wealth Advisors3,954$289K0.0%-24.5%0.074%
10/8/2024 Future Financial Wealth Managment LLC1,200$88K0.1%N/A0.023%
10/8/2024 Dynamic Advisor Solutions LLC3,176$232K0.0%-23.6%0.060%
8/22/2024 Cetera Investment Advisers30,074$2.10M0.0%+116.9%0.577%
8/21/2024 Truist Financial Corp34,552$2.41M0.0%+181.8%0.663%
8/16/2024 Sunbelt Securities Inc.384$27K0.0%N/A0.007%
8/16/2024 Northwestern Mutual Wealth Management Co.23,031$1.61M0.0%-24.8%0.442%
8/16/2024 Elevation Capital Advisory LLC3,109$217K0.1%N/A0.060%
8/16/2024 Creative Planning5,126$358K0.0%N/A0.098%
8/9/2024 One Capital Management LLC2,924$204K0.0%N/A0.056%
8/8/2024 Envestnet Asset Management Inc.92,837$6.48M0.0%+45.8%1.782%
8/8/2024 Oppenheimer Asset Management Inc.32,546$2.27M0.0%+21.4%0.625%
8/7/2024 PFG Investments LLC7,404$517K0.0%N/A0.142%
8/5/2024 Private Advisor Group LLC15,099$1.05M0.0%N/A0.290%
7/31/2024 Essex Financial Services Inc.7,380$515K0.0%N/A0.142%
7/31/2024 Commonwealth Equity Services LLC51,952$3.63M0.0%+22.8%0.997%
7/26/2024 Townsend Asset Management Corp NC ADV4,122$288K0.1%N/A0.079%
7/20/2024Raymond James Financial Services Advisors Inc.164,821$11.51M0.0%+81.9%3.164%
7/19/2024Raymond James & Associates22,323$1.56M0.0%+27.8%0.428%
7/19/2024 Barnes Pettey Financial Advisors LLC38,880$2.71M2.3%N/A0.746%
7/16/2024 Wealth Enhancement Advisory Services LLC3,263$228K0.0%N/A0.063%
7/16/2024 AA Financial Advisors LLC39,800$2.78M1.0%+139.0%0.764%
7/15/2024 Dynamic Advisor Solutions LLC4,157$290K0.0%-28.7%0.080%
7/12/2024 Atlas Private Wealth Advisors5,240$366K0.1%N/A0.101%
7/12/2024 Opal Wealth Advisors LLC496,822$34.69M11.1%+1.6%9.536%
7/9/2024 Investment Partners Asset Management Inc.3,067$214K0.2%N/A0.059%
5/8/2024 Avantax Advisory Services Inc.356,341$23.91M0.2%-23.0%10.481%
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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%
4/29/2024 Commonwealth Equity Services LLC42,302$2.84M0.0%+40.9%1.244%
4/24/2024 Win Advisors Inc.5,806$390K0.2%N/A0.171%
4/23/2024Raymond 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%
2/9/2024 UBS 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%
(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, 69 institutional investors and hedge funds held shares of ClearBridge Large Cap Growth ESG ETF. The most heavily invested institutionals were Opal Wealth Advisors LLC ($39.82M), LPL Financial LLC ($24.50M), Avantax Advisory Services Inc. ($22.68M), Royal Bank of Canada ($17.03M), Stifel Financial Corp ($13.72M), Raymond James Financial Inc. ($13.34M), and Raymond James Financial Services Advisors Inc. ($11.51M).Learn more on LRGE's institutional investors.

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

Of the 57 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: Raymond James Financial Inc. ($177.18K), Opal Wealth Advisors LLC ($138.11K), M&T Bank Corp ($88.61K), Raymond James Financial Services Advisors Inc. ($82.71K), AA Financial Advisors LLC ($69.44K), Barnes Pettey Financial Advisors LLC ($38.88K), and Envestnet Asset Management Inc. ($37.30K).

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

Institutional investors have bought a total of 1,009,187 shares in the last 24 months. This purchase volume represents approximately $70.90M in transactions.

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

Of the 28 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: Avantax Advisory Services Inc. ($153.94K), Opal Wealth Advisors LLC ($62.72K), Raymond James & Associates ($16.70K), Oppenheimer Asset Management Inc. ($15.01K), IHT Wealth Management LLC ($8.02K), Northwestern Mutual Wealth Management Co. ($7.58K), and LPL Financial LLC ($6.32K).

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

Institutional investors have sold a total of 309,332 shares in the last 24 months. This volume of shares sold represents approximately $20.64M in transactions.



This page (NASDAQ:LRGE) was last updated on 2/22/2025 by MarketBeat.com Staff
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