Legg Mason Inc (NYSE:LM)

54.80
Data as of Jan 27
 -0.69 / -1.24%
Today’s Change
39.60
Today|||52-Week Range
57.15
+2.68%
Year-to-Date
Institutional investors purchased a net $747.1 thousand shares of LM during the quarter ended September 2014 and now own 88.82% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Other institutional45.77%
Mutual fund holders43.05%
Individual stakeholders17.58%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

11/28/2014CANDRIAM BELGIUM SA  Bought 99.4 Thousand shares of Legg Mason Inc
12/31/2014LMR PARTNERS LLP  Bought 34.9 Thousand shares of Legg Mason Inc
12/31/2014DEUTSCHE BANK AG (UK)  Bought 16.3 Thousand shares of Legg Mason Inc

Top 10 Owners of Legg Mason Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Trian Fund Management LP11.29%12,887,964687,830,63900.00%
The Vanguard Group, Inc.6.95%7,927,127423,070,768+18,990+0.24%
T. Rowe Price Associates, Inc.5.24%5,976,972318,990,996-1,816,543-23.31%
JPMorgan Investment Management, I...4.48%5,115,844273,032,594+692,597+15.66%
GAMCO Asset Management, Inc.4.36%4,969,983265,247,993+6,733+0.14%
SSgA Funds Management, Inc.4.26%4,857,360259,237,303+47,004+0.98%
BlackRock Fund Advisors3.70%4,220,163225,230,099+23,722+0.57%
Dimensional Fund Advisors LP2.58%2,944,031157,122,934-54,528-1.82%
Invesco Advisers, Inc.2.29%2,614,216139,520,708-222,880-7.86%
Mellon Capital Management Corp.1.72%1,958,857104,544,198+126,026+6.88%

Top 10 Mutual Funds Holding Legg Mason Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T Rowe Price Equity Income Fund3.22%3,668,743195,800,814-1,080,196-22.75%
Invesco Diversified Dividend Fund2.09%2,386,640127,374,977-214,569-8.25%
Vanguard Mid Cap Index Fund1.61%1,832,97697,825,929+4,795+0.26%
JPMorgan Value Advantage Fund1.54%1,755,51093,691,569-162,200-8.46%
JPMorgan Mid Cap Value Fund1.53%1,750,87593,444,19900.00%
Vanguard Total Stock Market Index...1.52%1,736,68692,686,932+7,320+0.42%
JNL/S&P Total Yield Fund1.08%1,234,42365,881,156+118,470+10.62%
SPDR S&P 500 ETF1.05%1,192,96663,668,595+93,138+8.47%
New Jersey Division of Investment1.03%1,180,00062,976,600-70,000-5.60%
T Rowe Price Mid Cap Value Fund1.03%1,176,80062,805,816-404,500-25.58%

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