Legg Mason Inc (NYSE:LM)

53.77
Delayed Data
As of May 22
 -0.02 / -0.04%
Today’s Change
45.68
Today|||52-Week Range
59.19
+0.75%
Year-to-Date
Institutional investors purchased a net $4.6 million shares of LM during the quarter ended March 2015 and now own 86.08% 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 institutional49.97%
Mutual fund holders36.12%
Individual stakeholders16.48%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015ADAGE CAPITAL MANAGEMENT LP  Bought 1.1 Million shares of Legg Mason Inc
3/31/2015THE VANGUARD GROUP, INC.  Bought 1.0 Million shares of Legg Mason Inc
3/31/2015MILLENNIUM MANAGEMENT LLC  Bought 328.8 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 LP10.08%11,354,114597,794,102-1,533,850-11.90%
The Vanguard Group, Inc.7.60%8,560,968450,734,965+1,036,878+13.78%
JPMorgan Investment Management, I...4.38%4,937,824259,976,434-1,098,399-18.20%
GAMCO Asset Management, Inc.4.19%4,724,358248,737,449-149,151-3.06%
SSgA Funds Management, Inc.4.02%4,530,943238,554,149-359,106-7.34%
BlackRock Fund Advisors3.85%4,332,578228,110,232-21,144-0.49%
Wellington Management Co. LLP3.74%4,214,494221,893,109+295,526+7.54%
Dimensional Fund Advisors LP2.47%2,783,850146,569,703-87,877-3.06%
Viking Global Investors LP2.29%2,577,175135,688,264-1,106,028-30.03%
Invesco Advisers, Inc.2.23%2,513,651132,343,725-22,463-0.89%

Top 10 Mutual Funds Holding Legg Mason Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Invesco Diversified Dividend Fund2.02%2,275,887119,825,451-12,558-0.55%
Vanguard Mid Cap Index Fund1.94%2,189,141115,258,274+35,420+1.64%
Vanguard Total Stock Market Index...1.76%1,981,957104,350,036+7,635+0.39%
JPMorgan Value Advantage Fund1.56%1,755,51092,427,60200.00%
JPMorgan Mid Cap Value Fund1.55%1,750,87592,183,56900.00%
T Rowe Price Mid Cap Value Fund1.05%1,176,80061,958,520-404,500-25.58%
CREF Stock Account1.02%1,151,49360,626,106+61,859+5.68%
Vanguard 500 Index Fund0.99%1,114,44758,675,635-3,800-0.34%
Vanguard Institutional Index Fund0.93%1,043,51054,940,802-1,800-0.17%
SPDR S&P 500 ETF0.84%944,22049,713,183-72,632-7.14%

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