Purchases and Sales Made in Q1 2023 in Legg Mason ETF Invt Tr Clearbr (CACG)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (CACG) during Q1 2023. The information is specifically focused on institutions that hold shares of LEGG MASON ETF INVT TR CLEARBR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 21.19% |
$487K - $563K
|
85K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.74KNew |
$188K - $218K
|
5.74K
$0
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 9.56% |
$159K - $183K
|
55.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.64K+ 6.05% |
$119K - $138K
|
63.9K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.38K+ 5.71% |
$111K - $128K
|
62.6K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.07K+ 7.17% |
$101K - $117K
|
45.9K
$0
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.34K+ 20.02% |
$43.7K - $50.6K
|
8K
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
916New |
$30K - $34.7K
|
916
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
498New |
$16.3K - $18.9K
|
498
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63+ 0.43% |
$2.06K - $2.39K
|
14.8K
$0
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
50+ 0.22% |
$1.64K - $1.9K
|
22.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-200- 1.07% |
$6.55K - $7.58K
|
18.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-243- 13.64% |
$7.96K - $9.21K
|
1.54K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-258- 0.31% |
$8.45K - $9.78K
|
83.5K
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-300- 9.84% |
$9.83K - $11.4K
|
2.75K
$0
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.03K- 10.28% |
$33.7K - $38.9K
|
8.96K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.06K- 11.64% |
$34.6K - $40.1K
|
8.02K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 24.37% |
$38.7K - $44.8K
|
3.67K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.33K- 7.22% |
$43.6K - $50.4K
|
17.1K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.15K- 2.16% |
$103K - $120K
|
143K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.63K- 6.96% |
$119K - $138K
|
48.5K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.79K- 13.71% |
$190K - $220K
|
36.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-7.03K- 50.0% |
$230K - $267K
|
7.03K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.5K- 62.05% |
$671K - $776K
|
12.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.3K- 58.82% |
$795K - $920K
|
17K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29K- 78.68% |
$949K - $1.1M
|
7.85K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.2K- 12.29% |
$1.45M - $1.67M
|
315K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-61.7K- 50.59% |
$2.02M - $2.34M
|
60.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-98K- 37.75% |
$3.21M - $3.72M
|
162K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-522K- 93.13% |
$17.1M - $19.8M
|
38.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-545K- 98.85% |
$17.9M - $20.7M
|
6.35K
$0
|