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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
395
shares
|
$29,830
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
347
shares
|
$26,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
346
shares
|
$26,129
0.0% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
300
shares
|
$22,656
0.0% of portfolio
|
Q1 2025
Reduced 75.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
295
shares
|
$22,278
0.0% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
246
shares
|
$18,577
0.0% of portfolio
|
Q1 2025
Reduced 56.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
236
shares
|
$17,822
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
192
shares
|
$14,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
105
shares
|
$7,929
0.0% of portfolio
|
Q1 2025
Reduced 41.99%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
83
shares
|
$6,268
0.0% of portfolio
|
Q4 2021
Added 315.0%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
75
shares
|
$5,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
43
shares
|
$3,247
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5
shares
|
$377
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|