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ClearBridge Large Cap Growth ESG ETF (LRGE) Institutional Ownership

ClearBridge Large Cap Growth ESG ETF logo
$80.67 +0.90 (+1.13%)
As of 03:34 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)
49
Total
Institutional Inflows
(last 12 months)
$60.45M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$7.74M
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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
8/12/2025JPMorgan Chase & Co.1,435$114K0.0%-57.4%0.027%
8/8/2025 Avantax Advisory Services Inc.289,647$22.97M0.1%-3.9%5.354%
8/8/2025 Cetera Investment Advisers17,058$1.35M0.0%-18.1%0.315%
8/8/2025 PNC Financial Services Group Inc.24,152$1.92M0.0%-3.6%0.446%
8/7/2025 PFG Advisors21,901$1.74M0.1%-0.6%0.405%
8/6/2025 Prospera Financial Services Inc8,387$665K0.0%-1.8%0.155%
8/6/2025 Wedbush Securities Inc.3,106$246K0.0%-8.6%0.057%
8/6/2025 Golden State Wealth Management LLC10,014$794K0.1%-1.8%0.185%
8/1/2025 Rossby Financial LCC3,239$257K0.1%-15.5%0.060%
8/1/2025 Envestnet Asset Management Inc.98,326$7.80M0.0%+10.1%1.817%
7/29/2025 Stephens Inc. AR9,306$738K0.0%+4.5%0.172%
7/25/2025 Atria Wealth Solutions Inc.6,215$493K0.0%+8.4%0.115%
7/25/2025 CWM LLC771$61K0.0%N/A0.014%
7/25/2025 Natural Investments LLC10,001$793K0.2%+4.0%0.185%
7/18/2025 PFG Investments LLC7,731$613K0.0%-6.2%0.140%
7/18/2025 Truist Financial Corp39,109$3.10M0.0%+12.7%0.710%
7/17/2025 Janney Montgomery Scott LLC54,080$4.29M0.0%-16.2%0.981%
7/16/2025 ST Germain D J Co. Inc.320$25K0.0%N/A0.006%
7/14/2025 Opal Wealth Advisors LLC573,799$45.51M12.6%+2.7%10.414%
7/11/2025 AA 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%
5/13/2025 Elevation Capital Advisory LLC2,953$206K0.1%-4.9%0.055%
5/9/2025 Natural Investments LLC9,620$671K0.2%+7.7%0.178%
5/9/2025 Atria Wealth Solutions Inc.5,736$400K0.0%-21.5%0.106%
5/9/2025 PNC 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%
5/6/2025 Assetmark Inc.395$28K0.0%-50.0%0.007%
5/6/2025 Cetera Investment Advisers20,839$1.45M0.0%+5.7%0.385%
5/6/2025 Avantax Advisory Services Inc.301,532$21.04M0.1%+0.1%5.574%
5/6/2025 Wedbush Securities Inc.3,398$237K0.0%-10.6%0.063%
5/6/2025 PFG Advisors22,038$1.54M0.1%+1.0%0.407%
4/30/2025M&T Bank Corp99,162$6.92M0.0%+11.9%1.816%
4/30/2025 May Hill Capital LLC4,285$299K0.1%N/A0.078%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.

You can watch it right here.
4/29/2025 Envestnet 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%
4/24/2025 Golden State Wealth Management LLC10,195$711K0.1%+4.1%0.188%
4/23/2025 Golden State Wealth Management LLC20,390$1.42M0.1%+108.3%0.377%
4/23/2025 Golden State Equity Partners3,882$271K0.1%+13.2%0.072%
4/22/2025 PFG Investments LLC8,242$575K0.0%+3.8%0.152%
4/18/2025 CENTRAL TRUST Co4,321$302K0.0%-3.9%0.079%
4/17/2025 AA Financial Advisors LLC99,827$6.97M1.7%+43.8%1.828%
4/17/2025 Janney Montgomery Scott LLC64,538$4.50M0.0%+0.8%1.182%
4/17/2025 Atlas Private Wealth Advisors3,386$236K0.0%-14.4%0.062%
4/16/2025 Opal 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%
2/18/2025 Novem Group3,350$252K0.0%N/A0.063%
2/17/2025Royal 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%
2/17/2025Bank of America Corp DE549$41K0.0%+226.8%0.010%
2/14/2025 MGO One Seven LLC5,009$377K0.0%+7.9%0.093%
2/14/2025IHT 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%
2/13/2025 Rossby Financial LCC3,907$294K0.2%N/A0.073%
2/13/2025 Bank of Montreal Can1,217$92K0.0%N/A0.023%
2/13/2025Cascades 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%
2/13/2025Wells 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%
2/10/2025 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%
2/7/2025HighTower 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%
2/7/2025Independent 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%
2/6/2025Raymond 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%
2/6/2025 Assetmark Inc.790$59K0.0%N/A0.015%
2/5/2025Noble Wealth Management PBC700$53K0.0%N/A0.013%
2/5/2025 Oppenheimer Asset Management Inc.29,869$2.25M0.0%-1.8%0.557%
2/3/2025Private 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%
1/29/2025Gladstone 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%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.

You can watch it right here.
1/27/2025Win 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%
1/23/2025Barnes Pettey Financial Advisors LLC33,247$2.50M1.9%-4.3%0.626%
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%
(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, 73 institutional investors and hedge funds held shares of ClearBridge Large Cap Growth ESG ETF. The most heavily invested institutionals were Opal Wealth Advisors LLC ($45.51M), Royal Bank of Canada ($23.75M), LPL Financial LLC ($23.67M), Avantax Advisory Services Inc. ($22.97M), 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 62 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: Opal Wealth Advisors LLC ($182.34K), Raymond James Financial Inc. ($177.18K), 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 Envestnet Asset Management Inc. ($39.17K).

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

Institutional investors have bought a total of 827,633 shares in the last 24 months. This purchase volume represents approximately $60.45M in transactions.

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

Of the 32 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: Avantax Advisory Services Inc. ($16.67K), Janney Montgomery Scott LLC ($14.82K), Northwestern Mutual Wealth Management Co. ($9.18K), IHT Wealth Management LLC ($8.02K), Cetera Investment Advisers ($7.91K), Barnes Pettey Financial Advisors LLC ($6.23K), and LPL Financial LLC ($5.58K).

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

Institutional investors have sold a total of 102,994 shares in the last 24 months. This volume of shares sold represents approximately $7.74M in transactions.


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This page (NASDAQ:LRGE) was last updated on 8/12/2025 by MarketBeat.com Staff
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