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 92 institutions that hold shares in the stock, with a total of 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $252 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
5,188
shares
|
$368,399
0.0% of portfolio
|
Q4 2024
Added 58.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,009
shares
|
$355,689
0.01% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,497
shares
|
$319,331
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,242
shares
|
$301,224
0.0% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
3,954
shares
|
$280,773
0.04% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
3,907
shares
|
$277,436
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,800
shares
|
$269,838
0.01% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
3,560
shares
|
$252,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,461
shares
|
$245,765
0.1% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,428
shares
|
$243,422
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
3,350
shares
|
$237,883
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,327
shares
|
$236,250
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,245
shares
|
$230,427
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,138
shares
|
$222,829
0.0% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,104
shares
|
$220,415
0.01% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
3,104
shares
|
$220,415
0.1% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
2,924
shares
|
$207,633
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
2,422
shares
|
$171,986
0.0% of portfolio
|
Q4 2024
Added 46.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,860
shares
|
$132,078
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,464
shares
|
$103,958
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,217
shares
|
$86,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$85,212
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,188
shares
|
$84,359
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
797
shares
|
$56,594
0.0% of portfolio
|
Q1 2024
Reduced 23.59%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
790
shares
|
$56,097
0.0% of portfolio
|
Q4 2024
New holding
|