Institutional Ownership Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (LRGE). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
558,870
shares
|
$42.2 Million
12.37% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
409,873
shares
|
$31 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
340,312
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2025
Added 50.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
339,175
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
301,532
shares
|
$22.8 Million
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
183,626
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
172,984
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
147,473
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
145,992
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
109,328
shares
|
$8.26 Million
0.01% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
99,827
shares
|
$7.54 Million
1.7% of portfolio
|
Q1 2025
Added 43.76%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
99,162
shares
|
$7.49 Million
0.03% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
89,288
shares
|
$6.74 Million
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
64,538
shares
|
$4.87 Million
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,772
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
38,848
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Added 444.78%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
38,585
shares
|
$2.91 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
34,692
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
32,651
shares
|
$2.47 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
31,186
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
30,437
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
27,200
shares
|
$2.05 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
25,050
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,649
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
22,038
shares
|
$1.66 Million
0.09% of portfolio
|
Q1 2025
Added 1.0%
|