Who owns CLEARBRIDGE MLP AND MIDS?
- Ticker: CEM
- CUSIP Number: 184692200
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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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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 |