Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
271KNew |
$10.6M - $12.8M
|
271K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 15.99% |
$664K - $799K
|
123K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.83K+ 19.73% |
$268K - $323K
|
41.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.7K+ 97.22% |
$263K - $317K
|
13.6K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5.3KNew |
$208K - $251K
|
5.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.21K+ 5.76% |
$205K - $247K
|
95.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.73KNew |
$186K - $224K
|
4.73K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4.27KNew |
$168K - $202K
|
4.27K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.61K+ 14.59% |
$102K - $123K
|
20.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.38K+ 0.89% |
$93.5K - $113K
|
271K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 2.18% |
$48K - $57.8K
|
57.1K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
484+ 0.51% |
$19K - $22.9K
|
94.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
294+ 4.56% |
$11.6K - $13.9K
|
6.75K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$7.86K - $9.46K
|
200
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-128- 0.39% |
$5.03K - $6.06K
|
32.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-172- 0.39% |
$6.76K - $8.14K
|
44.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-223- 5.06% |
$8.76K - $10.6K
|
4.19K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-225- 1.23% |
$8.84K - $10.6K
|
18.1K
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-493- 1.49% |
$19.4K - $23.3K
|
32.7K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-532- 3.28% |
$20.9K - $25.2K
|
15.7K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-660- 6.7% |
$25.9K - $31.2K
|
9.19K
$0
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.08KClosed |
$42.3K - $50.9K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.42K- 17.4% |
$55.8K - $67.2K
|
6.74K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 5.45% |
$57.2K - $68.8K
|
25.2K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.75K- 17.26% |
$68.9K - $82.9K
|
8.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.99K- 99.25% |
$78.4K - $94.3K
|
15
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.02K- 4.17% |
$119K - $143K
|
69.4K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.77K- 20.95% |
$227K - $273K
|
21.8K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.89K- 13.75% |
$231K - $279K
|
36.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.92K- 10.01% |
$233K - $280K
|
53.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.45K- 13.87% |
$293K - $352K
|
46.2K
$0
|