Who owns CLEARBRIDGE MLP AND MIDS?

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Analyze quarterly positions in Clearbridge Mlp And Mids with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Clearbridge Mlp And Mids stock

Who bought or sold CLEARBRIDGE MLP AND MIDS this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 563k $42M -4% Jun 2024
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Steward Partners Investment Advisory 60k $2.9M 7% Jun 2024
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IFP Advisors 32k $1.5M 72% Jun 2024
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D.A. Davidson & Co. 7.7k $363k -5% Jun 2024
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Gilliland Jeter Wealth Management 641.00 $29k -1% Sep 2024
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Geneos Wealth Management 57.00 $2.7k 2% Jun 2024
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Who sold out of Clearbridge Mlp And Mids?

Fund or Company Name Date Sold Shares Held Valued At
Saba Capital Management Mar 2024 2.2M $100M
Penserra Capital Management Jun 2024 274k $13M
Bank of America Corporation Jun 2024 204k $9.7M
Advisors Asset Management Jun 2024 166k $7.9M
Raymond James Financial Services Advisors Jun 2024 126k $6.0M
Wells Fargo & Company Jun 2024 101k $4.8M
Alpine Partners VI Mar 2024 90k $4.1M
Tradewinds Jun 2024 45k $2.1M
Royal Bank of Canada Jun 2024 41k $1.9M
Guggenheim Capital, LLC Managers Jun 2024 35k $1.6M
Delphi Financial Jun 2024 33k $1.6M
Advisor Group Holdings Mar 2024 25k $1.1M
De Lisle Partners Mar 2024 23k $1.0M
Sanctuary Advisors Jun 2024 20k $895k
Invesco Jun 2024 18k $834k
LPL Financial Jun 2024 17k $824k
M^T Bank Corporation Jun 2024 17k $806k
Raymond James & Associates Jun 2024 16k $734k
Stifel Financial Mar 2024 13k $607k
Transcend Wealth Collective Jun 2024 11k $532k
Commonwealth Equity Services Jun 2024 8.9k $422k
Oxbow Advisors Jun 2024 8.5k $404k
Quarry Mar 2024 8.4k $384k
Colony Jun 2024 8.0k $379k
Landscape Capital Management Jun 2024 7.3k $348k
Jpmorgan Chase & Co Jun 2024 6.6k $315k
Icon Wealth Advisors Mar 2024 6.6k $304k
Goldman Sachs Group Mar 2024 6.5k $300k
Cambridge Investment Research Advisors Jun 2024 4.9k $231k
Sunbelt Securities Jun 2024 4.6k $220k
Eagle Bay Advisors Jun 2024 2.9k $138k
GPS Wealth Strategies Group Jun 2024 2.8k $133k
Hobbs Group Advisors Jun 2024 2.7k $127k
Mather Group Jun 2024 2.1k $98k
Activest Wealth Management Jun 2024 2.0k $95k
Harbor Investment Advisory Jun 2024 1.9k $90k
Brian McDonald Jun 2024 1.7k $79k
Northwestern Mutual Wealth Management Company Jun 2024 907.00 $43k
Blue Bell Private Wealth Management Jun 2024 822.00 $39k
Bogart Wealth Jun 2024 625.00 $30k
Asset Dedication Jun 2024 500.00 $24k
LRI Investments Jun 2024 409.00 $19k
CWM Jun 2024 300.00 $14k
Piscataqua Savings Bank Jun 2024 214.00 $10k
Nbc Securities Jun 2024 201.00 $9.0k
Efficient Wealth Management Jun 2024 200.00 $9.0k
SOA Wealth Advisors Jun 2024 181.00 $8.6k
Clear Point Advisors Jun 2024 150.00 $7.1k