ClearBridge MLP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| IFP ADVISORS, INC | 02/04/2025 | 54.89 K | $2.45 M | 73.84% | 0.41% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 10/17/2024 | 641 | $29.34 K | -1.38% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 0 | $0 | -100.00% | 0.00% |
| M&T BANK CORP | 11/19/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NBC SECURITIES, INC. | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| DELPHI FINANCIAL GROUP, INC. | 11/01/2024 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
| COMERICA BANK | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 0 | $0 | -100.00% | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 10/04/2024 | 0 | $0 | -100.00% | 0.00% |
| ASSET DEDICATION, LLC | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
| MATHER GROUP, LLC. | 10/07/2024 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| COLONY GROUP, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| OXBOW ADVISORS, LLC | 11/01/2024 | 0 | $0 | -100.00% | 0.00% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 11/18/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| BOGART WEALTH, LLC | 10/23/2024 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| TRANSCEND CAPITAL ADVISORS, LLC | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
| SANCTUARY ADVISORS, LLC | 11/25/2024 | 0 | $0 | -100.00% | 0.00% |
| AVION WEALTH | 10/18/2024 | 0 | $0 | -100.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 11/20/2024 | 0 | $0 | -100.00% | 0.00% |
| PISCATAQUA SAVINGS BANK | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
| EAGLE BAY ADVISORS LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
| ACTIVEST WEALTH MANAGEMENT | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| TRADEWINDS, LLC. | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| ICON WEALTH ADVISORS, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CLEAR POINT ADVISORS INC. | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| HOBBS GROUP ADVISORS, LLC | 11/18/2024 | 0 | $0 | -100.00% | 0.00% |
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ClearBridge MLP institutional Ownership - FAQ's
During the previous two years, 14 institutional investors and hedge funds held shares of ClearBridge MLP. The most heavily invested institutionals were:
Raymond James Financial Services Advisors, Inc.: 0
RAYMOND JAMES & ASSOCIATES: 0
InterOcean Capital Group, LLC: 8,000
Highlander Capital Management, LLC: 215
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.: 7,402
Icon Wealth Partners, LLC: 6,788
0.42% of ClearBridge MLP stock is owned by institutional investors.
Institutional investors have bought a total of 83.25 K shares in the last 24 months. This purchase volume represents approximately $3.72 M in transactions.