Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.23K+ 79.91% |
$170K - $186K
|
9.53K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.44K+ 1.61% |
$57.9K - $63.3K
|
90.5K
$0
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.08KNew |
$43.3K - $47.3K
|
1.08K
$0
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
883+ 1.6% |
$35.5K - $38.8K
|
55.9K
$0
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
600New |
$24.1K - $26.4K
|
600
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
470+ 30.54% |
$18.9K - $20.7K
|
2.01K
$0
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
180New |
$7.24K - $7.92K
|
180
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104+ 2.42% |
$4.18K - $4.57K
|
4.41K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20+ 0.11% |
$805 - $880
|
17.9K
$0
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7New |
$282 - $308
|
7
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20- 2.5% |
$805 - $880
|
780
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-70- 0.38% |
$2.82K - $3.08K
|
18.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-166- 1.42% |
$6.68K - $7.3K
|
11.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-310- 1.11% |
$12.5K - $13.6K
|
27.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-992- 2.79% |
$39.9K - $43.6K
|
34.6K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1K- 2.2% |
$40.3K - $44.1K
|
44.4K
$0
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.18K- 10.37% |
$47.3K - $51.7K
|
10.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 3.59% |
$48.6K - $53.1K
|
32.5K
$0
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.57K- 19.58% |
$63.2K - $69.1K
|
6.45K
$0
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-1.7K- 4.88% |
$68.4K - $74.8K
|
33.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.85K- 4.14% |
$74.5K - $81.5K
|
42.8K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.23K- 2.99% |
$89.8K - $98.1K
|
72.5K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.61K- 13.85% |
$105K - $115K
|
16.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.08K- 6.46% |
$164K - $180K
|
59.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-5.38K- 39.71% |
$216K - $236K
|
8.16K
$0
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 4.43% |
$500K - $547K
|
268K
$0
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.3K- 36.42% |
$615K - $672K
|
26.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.2K- 27.31% |
$811K - $887K
|
53.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 76.55% |
$906K - $991K
|
6.9K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.5K- 21.29% |
$1.02M - $1.12M
|
94.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57.2K- 35.12% |
$2.3M - $2.52M
|
106K
$0
|