Legg Mason Inc (NYSE:LM)

During the Trading Day
50.53 -0.24 / -0.47%
Data as of 4:01pm ET
Day’s Change
During After-Hours   Switch to standard view »
50.53 0.00 / 0.00%
 
Volume: 12.5K
Institutional investors purchased a net $5.6 million shares of LM during the quarter ended March 2014 and now own 95.24% 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 institutional48.54%
Mutual fund holders46.70%
Individual stakeholders17.19%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014ABERDEEN ASSET MANAGERS LTD.  Bought 207.1 Thousand shares of Legg Mason Inc
6/30/2014IRONBRIDGE CAPITAL MANAGEMENT LP  Bought 171.7 Thousand shares of Legg Mason Inc
6/30/2014LMR PARTNERS LLP  Bought 47.8 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 LP11.05%12,886,493661,205,95600.00%
T. Rowe Price Associates, Inc.10.78%12,567,472644,836,988-886,210-6.59%
The Vanguard Group, Inc.6.49%7,564,011388,109,404+245,209+3.35%
GAMCO Asset Management Inc.4.32%5,033,704258,279,352-228,679-4.35%
SSgA Funds Management, Inc.4.18%4,877,697250,274,633-144,095-2.87%
BlackRock Fund Advisors3.74%4,354,997223,454,896-30,949-0.71%
JPMorgan Investment Management, I...3.63%4,237,254217,413,503+375,268+9.72%
Invesco Advisers, Inc.2.66%3,106,391159,388,922+193,071+6.63%
Dimensional Fund Advisors LP2.59%3,018,387154,873,437-9,900-0.33%
PanAgora Asset Management, Inc.1.50%1,749,29189,756,121-167,123-8.72%

Top 10 Mutual Funds Holding Legg Mason Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T Rowe Price Equity Income Fund4.91%5,726,200293,811,322-500,000-8.03%
T Rowe Price Mid Cap Value Fund2.48%2,888,700148,219,197-55,800-1.90%
Invesco Diversified Dividend Fund2.23%2,601,209133,468,03400.00%
Vanguard Mid Cap Index Fund1.50%1,747,44489,661,352-30,586-1.72%
JPMorgan Value Advantage Fund1.48%1,728,71088,700,110+48,700+2.90%
Vanguard Total Stock Market Index...1.44%1,672,76285,829,418+4,455+0.27%
JPMorgan Mid Cap Value Fund1.29%1,504,67577,204,87400.00%
New Jersey Division of Investment1.01%1,180,00060,545,800-70,000-5.60%
Vanguard 500 Index Fund0.91%1,057,46754,258,632+13,913+1.33%
Vanguard Institutional Index Fund0.89%1,042,82453,507,299+1,000+0.10%

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