Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / CLEARBRIDGE LRG
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
1,946,829
-
Shares change
-
+116,419
-
Total reported value, excl. options
-
$98,306,224
-
Value change
-
+$5,884,294
-
Number of buys
-
19
-
Number of sells
-
-16
-
Price
-
$50.48
Significant Holders of LEGG MASON ETF INVT - CLEARBRIDGE LRG (LRGE) as of Q1 2021
41 filings reported holding LRGE - LEGG MASON ETF INVT - CLEARBRIDGE LRG as of Q1 2021.
LEGG MASON ETF INVT - CLEARBRIDGE LRG (LRGE) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,946,829 shares
.
Largest 10 shareholders include Opal Wealth Advisors, LLC (554,387 shares), AVANTAX ADVISORY SERVICES, INC. (552,600 shares), MORGAN STANLEY (338,411 shares), LPL Financial LLC (85,113 shares), PFS INVESTMENTS INC. (45,348 shares), Cambridge Investment Research Advisors, Inc. (42,166 shares), Mutual Advisors, LLC (36,451 shares), Menard Financial Group LLC (33,189 shares), UBS Group AG (28,108 shares), and STIFEL FINANCIAL CORP (24,549 shares).
This table shows the top 36 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.