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ClearBridge Large Cap Growth ESG ETF (LRGE) Institutional Ownership

$76.27 +0.51 (+0.67%)
As of 01/17/2025 03:58 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)
36
Total
Institutional Inflows
(last 12 months)
$42.55M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$10.14M
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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
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%
1/10/2025 Fortitude 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%
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%
10/8/2024 Future Financial Wealth Managment LLC1,200$88K0.1%N/A0.023%
10/8/2024Dynamic Advisor Solutions LLC3,176$232K0.0%-23.6%0.060%
8/22/2024Cetera Investment Advisers30,074$2.10M0.0%+116.9%0.577%
8/21/2024Truist Financial Corp34,552$2.41M0.0%+181.8%0.663%
8/16/2024Sunbelt Securities Inc.384$27K0.0%N/A0.007%
8/16/2024Northwestern Mutual Wealth Management Co.23,031$1.61M0.0%-24.8%0.442%
8/16/2024Elevation Capital Advisory LLC3,109$217K0.1%N/A0.060%
8/16/2024Creative Planning5,126$358K0.0%N/A0.098%
8/9/2024One Capital Management LLC2,924$204K0.0%N/A0.056%
8/8/2024Envestnet Asset Management Inc.92,837$6.48M0.0%+45.8%1.782%
8/8/2024Oppenheimer Asset Management Inc.32,546$2.27M0.0%+21.4%0.625%
8/7/2024PFG Investments LLC7,404$517K0.0%N/A0.142%
8/5/2024Private Advisor Group LLC15,099$1.05M0.0%N/A0.290%
7/31/2024Essex Financial Services Inc.7,380$515K0.0%N/A0.142%
7/31/2024Commonwealth Equity Services LLC51,952$3.63M0.0%+22.8%0.997%
7/26/2024Townsend 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%
7/19/2024Barnes Pettey Financial Advisors LLC38,880$2.71M2.3%N/A0.746%
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7/16/2024 Wealth Enhancement Advisory Services LLC3,263$228K0.0%N/A0.063%
7/16/2024AA Financial Advisors LLC39,800$2.78M1.0%+139.0%0.764%
7/15/2024Dynamic Advisor Solutions LLC4,157$290K0.0%-28.7%0.080%
7/12/2024Atlas Private Wealth Advisors5,240$366K0.1%N/A0.101%
7/12/2024Opal Wealth Advisors LLC496,822$34.69M11.1%+1.6%9.536%
7/9/2024Investment Partners Asset Management Inc.3,067$214K0.2%N/A0.059%
5/8/2024Avantax Advisory Services Inc.356,341$23.91M0.2%-23.0%10.481%
5/7/2024Oppenheimer Asset Management Inc.26,815$1.80M0.0%-17.8%0.789%
5/7/2024PFG Advisors18,051$1.21M0.1%+2.0%0.531%
5/3/2024AA Financial Advisors LLC16,651$1.12M0.5%N/A0.490%
4/29/2024Commonwealth Equity Services LLC42,302$2.84M0.0%+40.9%1.244%
4/24/2024Win 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%
4/11/2024Opal 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%
1/22/2024Opal 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%
1/11/2024Dynamic 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%
10/18/2023Opal 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%
7/27/2023Opal 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%
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4/19/2023Opal 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%
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%
(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, 52 institutional investors and hedge funds held shares of ClearBridge Large Cap Growth ESG ETF. The most heavily invested institutionals were Opal Wealth Advisors LLC ($38.58M), Avantax Advisory Services Inc. ($23.91M), Stifel Financial Corp ($13.05M), Raymond James Financial Services Advisors Inc. ($11.51M), LPL Financial LLC ($7.42M), Envestnet Asset Management Inc. ($6.48M), and UBS Group AG ($6.29M).Learn more on LRGE's institutional investors.

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

Of the 45 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 ($156.08K), Raymond James Financial Services Advisors Inc. ($97.08K), M&T Bank Corp ($61.34K), LPL Financial LLC ($59.60K), AA Financial Advisors LLC ($56.95K), 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 788,786 shares in the last 24 months. This purchase volume represents approximately $54.86M in transactions.

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

Of the 21 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. ($149.16K), Opal Wealth Advisors LLC ($62.72K), Raymond James & Associates ($21.45K), Oppenheimer Asset Management Inc. ($14.45K), Northwestern Mutual Wealth Management Co. ($7.58K), Prospera Financial Services Inc ($5.16K), and Raymond James Financial Services Advisors Inc. ($4.52K).

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

Institutional investors have sold a total of 284,705 shares in the last 24 months. This volume of shares sold represents approximately $18.87M in transactions.


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This page (NASDAQ:LRGE) was last updated on 1/18/2025 by MarketBeat.com Staff
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