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Oppenheimer Asset Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Oppenheimer Asset Management’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29,869
Closed -$2.25M – 1167
2024
Q4 		$2.25M Sell
29,869
-557
-2% -$42.2K 0.03% 494
2024
Q3 		$2.22M Sell
30,426
-2,120
-7% -$149K 0.03% 508
2024
Q2 		$2.27M Buy
32,546
+5,731
+21% +$383K 0.03% 490
2024
Q1 		$1.8M Sell
26,815
-5,798
-18% -$372K 0.03% 520
2023
Q4 		$1.95M Sell
32,613
-533
-2% -$29.4K 0.03% 519
2023
Q3 		$1.72M Buy
33,146
+2,685
+9% +$145K 0.03% 541
2023
Q2 		$1.65M Sell
30,461
-1,273
-4% -$63.3K 0.02% 564
2023
Q1 		$1.51M Sell
31,734
-5,259
-14% -$235K 0.02% 564
2022
Q4 		$1.51M Buy
36,993
+2,751
+8% +$115K 0.02% 561
2022
Q3 		$1.36M Buy
34,242
+1,722
+5% +$76.6K 0.02% 572
2022
Q2 		$1.36M Buy
32,520
+336
+1% +$15.4K 0.02% 588
2022
Q1 		$1.73M Buy
32,184
+6,756
+27% +$361K 0.02% 581
2021
Q4 		$1.54M Buy
25,428
+2,400
+10% +$145K 0.02% 634
2021
Q3 		$1.3M Buy
23,028
+10,034
+77% +$578K 0.02% 663
2021
Q2 		$725K Buy
12,994
+2,303
+22% +$123K 0.01% 846
2021
Q1 		$540K Buy
10,691
+5,930
+125% +$297K 0.01% 893
2020
Q4 		$238K Buy
+4,761
New +$228K ﹤0.01% 1035

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

Oppenheimer Asset Management's LRGE Position: Q1 2025 in Review

Oppenheimer Asset Management sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2025, closing a stake of 29,869 shares — an estimated $2.25M sold.

Oppenheimer Asset Management first reported a position in LRGE in Q4 2020 and held it in 17 quarters. The position peaked at $2.27M in Q2 2024. 83 funds tracked by Wall St. Rank hold LRGE as of Q1 2025.

  • Oppenheimer Asset Management reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 29,869 ClearBridge Large Cap Growth Select ETF shares in Q1 2025, an estimated $2.25M.
  • Oppenheimer Asset Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2020 and held it in 17 quarters.
  • Oppenheimer Asset Management's ClearBridge Large Cap Growth Select ETF position peaked at $2.27M in Q2 2024.
  • 83 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2025.

Based on Oppenheimer Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.