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ClearBridge Value I
Q3 2025 vs Q4 2025
Comparing institutional holders between quarters
Quarters
Q4 2025
Q3 2025
Q2 2022
Q2 2016
Q4 2015
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q4 2025 shares — high to low
Q4 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q4 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Kelleher Financial Advisors
INCREASED
Shares
766
from 709
Change
+57
(+8%)
Value
$97.3K
(+$3.0K)
Filed 2026-01-20
Institution
Status
Q4 2025 ↓
Q3 2025
Change
% Change
Q3 2025 Value
Q4 2025 Value
Value Change
Filed
Kelleher Financial Advisors
INCREASED
766
709
+57
+8%
$94.3K
$97.3K
+$3.0K
2026-01-20
Showing 1 of 1 institutions