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Clearbridge Investments, LLC 
 NY
  SEC # 1348883

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1,014  SEC Filings
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  from  1/10/06  to  2/9/24  (2 Months Ago)

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  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘SC 13G’ — Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — Filed as:  Offerer / Owner — Re:  Sprout Social, Inc. 
 
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notifications of all
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Filings
involving  Clearbridge Investments, LLC 

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Forms
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, Documents
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& Exhibits
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 in  938 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/9/24SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G845
2/9/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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74
10/9/14 OLD3Ownership:  Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  OLD 7
6/28/10 OLDSC 14D9Ownership:  Tender-Offer Solicitation/Recommendation Statement — Schedule 14D-9  OLD 1
11/14/07 OLD13F-NTOwnership:  Quarterly Holdings Notices by Money Managers — Form 13F  OLD  — Assets Under Management
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8
9/28/06 OLDSC 13DOwnership:  Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D  OLD 3

Form-Specific Documents: 
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2/9/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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49

General Exhibits: 
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2/14/19 OLDEX-1Underwriting Agreements  (and mislabeled “1st Exhibits”)  OLD 17
10/9/14 OLDEX-24Powers of Attorney  OLD 6

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


9 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/13/2412/31/23  1 of 234  $201  
 OK
 
Full Sail Capital, LLC
1/30/2412/31/23  40 of 657  $523,977  
 FL
 
Dakota Wealth Management
1/19/2412/31/23  16 of 112  $816  
 OH
 
Wells Trecaso Financial Group, LLC
4/18/233/31/23  7 of 499  $1  
 CA
 
Optas, LLC
1/26/2312/31/22  NA of 6  NA  
 OH
 
Nationwide Fund Advisors
8/14/206/30/20  NA of 175  NA  
 MA
 
Argent Wealth Management LLC
5/15/203/31/20  NA of 1,246  NA  
 GA
 
CIBC Private Wealth Group, LLC
1/29/2012/31/19  8 of 1,278  $0  
 IL
 
Cibc Bank USA [ formerly Private Bank & Trust Co. ]
8/14/176/30/17  39 of 303  $130  
 CA
 
Corient Capital Partners, LLC


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 11
2023 19
2022 31
2021 42
2020 49
2019 48
2018 47
2017 57
2016 74
2015 71
2014 55
2013 38
2012 36
2011 39
2010 45
2009 66
2008 70
2007 64
2006 152

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