LEGG MASON PARTNERS INVESTMENT TRUST - LCMMX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | New | 5,100 | 383 | 0.0% | — | 1 | +5,100 | New | Q2 2026 | Aug 11, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 2,686 | 201 | 0.06% | 0.06% | 2 | -55 | -2.01% | Q2 2026 | Jul 16, 2026 |
| Oakworth Capital, Inc. | History | Added to | 71 | 5 | 0.0% | 0.0% | 3 | +1 | 1.43% | Q2 2026 | Jul 22, 2026 |