LTFS
LM

Ladenburg Thalmann Financial Services’s Legg Mason, Inc. LM Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$119K Buy
3,342
+602
+22% +$22.3K ﹤0.01% 2884
2019
Q3 		$104K Sell
2,740
-981
-26% -$37.1K ﹤0.01% 2910
2019
Q2 		$142K Sell
3,721
-381
-9% -$13.2K ﹤0.01% 2717
2019
Q1 		$112K Buy
4,102
+951
+30% +$27.3K ﹤0.01% 2809
2018
Q4 		$81K Sell
3,151
-751
-19% -$21K ﹤0.01% 2913
2018
Q3 		$121K Sell
3,902
-1,715
-31% -$55.5K ﹤0.01% 2686
2018
Q2 		$228K Hold
5,617
– – ﹤0.01% 2135
2018
Q1 		$228K Buy
5,617
+594
+12% +$24.5K ﹤0.01% 2135
2017
Q4 		$211K Sell
5,023
-25
-0.5% -$982 ﹤0.01% 2179
2017
Q3 		$199K Sell
5,048
-736
-13% -$28.3K ﹤0.01% 2111
2017
Q2 		$220K Buy
5,784
+839
+17% +$31.8K ﹤0.01% 1948
2017
Q1 		$178K Sell
4,945
-3,212
-39% -$111K ﹤0.01% 1997
2016
Q4 		$247K Buy
8,157
+3,676
+82% +$115K ﹤0.01% 1674
2016
Q3 		$151K Buy
4,481
+2,828
+171% +$94.2K ﹤0.01% 1951
2016
Q2 		$49K Hold
1,653
– – ﹤0.01% 2700
2016
Q1 		$58K Buy
1,653
+749
+83% +$23.5K ﹤0.01% 2486
2015
Q4 		$35K Sell
904
-278
-24% -$11.9K ﹤0.01% 2841
2015
Q3 		$49K Sell
1,182
-1,952
-62% -$90.4K ﹤0.01% 2488
2015
Q2 		$161K Sell
3,134
-5,379
-63% -$290K ﹤0.01% 1768
2015
Q1 		$470K Buy
8,513
+39
+0.5% +$2.19K 0.01% 1064
2014
Q4 		$454K Sell
8,474
-290
-3% -$15.3K 0.01% 975
2014
Q3 		$448K Buy
8,764
+393
+5% +$19.5K 0.01% 832
2014
Q2 		$430K Sell
8,371
-1,200
-13% -$57.9K 0.01% 832
2014
Q1 		$469K Buy
9,571
+1,813
+23% +$80.7K 0.01% 747
2013
Q4 		$337K Buy
7,758
+500
+7% +$19.4K 0.01% 844
2013
Q3 		$243K Sell
7,258
-66
-0.9% -$2.21K 0.01% 929
2013
Q2 		$227K Buy
+7,324
New +$239K 0.01% 925

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Legg Mason, Inc. (LM) stake by 22% in Q4 2019, buying an estimated $22.3K and bringing the position to 3,342 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

Ladenburg Thalmann Financial Services first reported a position in LM in Q2 2013 and has held it in 27 quarters since. The position peaked at $470K in Q1 2015. 347 funds tracked by Wall St. Rank hold LM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,342 shares of Legg Mason, Inc. worth $119K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 602 Legg Mason, Inc. shares in Q4 2019, an estimated $22.3K.
  • Legg Mason, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2884 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Legg Mason, Inc. in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Legg Mason, Inc. position peaked at $470K in Q1 2015.
  • 347 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.