LM

Legg Mason, Inc.
LM

Delisted

LM was delisted on the 31st of July, 2020.

311 hedge funds and large institutions have $2.44B invested in Legg Mason, Inc. in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-8
Holders Change %
-2.51%
% of All Funds
7.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
62
Increased
107
Reduced
97
Closed
67
Calls
$5.52M
Puts
$6.69M
Net Calls
-$1.17M
Net Calls Change
+$495K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$12K +$895 +29 +8%
CFA
277
Carroll Financial Associates
North Carolina
$10K
SA
278
SRH Advisors
Kansas
$9K
DAM
279
Delta Asset Management
Tennessee
$8K
PA
280
Parallel Advisors
California
$8K +$8K +255 New
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$6K -$41.1K -1,371 -87%
MFS
282
MSI Financial Services
Massachusetts
$6K
CG
283
Cutler Group
California
$6K +$237 +9 +4%
AOWM
284
Alpha Omega Wealth Management
Virginia
$6K +$6K +200 New
GT
285
Glenmede Trust
Pennsylvania
$5K -$12.6K -430 -72%
TFO
286
Tarbox Family Office
California
$5K
HNB
287
Huntington National Bank
Ohio
$4K
JIM
288
Jupiter Investment Management
United Kingdom
$4K
Creative Planning
289
Creative Planning
Kansas
$3K -$14K -509 -82%
CFG
290
Citizens Financial Group
Rhode Island
$3K -$12K -400 -80%
GAM
291
Gemmer Asset Management
California
$3K
MCA
292
Mercer Capital Advisers
New Jersey
$3K
AIM
293
Advantage Investment Management
Iowa
$2K
WTC
294
WhitTier Trust Company
Nevada
$2K
CAW
295
Cornerstone Advisors (Washington)
Washington
$2K
PFBT
296
Parkside Financial Bank & Trust
Missouri
$2K
EF
297
Empirical Finance
Pennsylvania
$2K +$2K +52 New
WA
298
Winfield Associates
Ohio
$2K +$2K +70 New
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +78 New
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K