Purchases and Sales Made in Q1 2025 in Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (LRGE) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 50.38% |
$7.9M - $8.97M
|
340K
$25.7M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.7K+ 444.78% |
$2.2M - $2.5M
|
38.8K
$2.93M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.4KNew |
$2.11M - $2.4M
|
30.4K
$2.3M
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30.4K+ 43.76% |
$2.11M - $2.39M
|
99.8K
$7.54M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
29.7K+ 5.62% |
$2.06M - $2.34M
|
559K
$42.2M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6K+ 4.17% |
$942K - $1.07M
|
339K
$25.6M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
10.9K+ 305.56% |
$754K - $856K
|
14.4K
$1.09M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.6K+ 108.3% |
$735K - $834K
|
20.4K
$1.54M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
10.6K+ 11.91% |
$732K - $831K
|
99.2K
$7.49M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.64K+ 7.52% |
$530K - $601K
|
109K
$8.26M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.52K+ 81.88% |
$383K - $435K
|
12.3K
$926K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
4.29KNew |
$297K - $337K
|
4.29K
$324K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.16K+ 10.0% |
$219K - $248K
|
34.7K
$2.62M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 9.2% |
$182K - $207K
|
31.2K
$2.36M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.35K+ 0.74% |
$93.7K - $106K
|
184K
$13.9M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$90.1K - $102K
|
1.3K
$98.2K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13K+ 5.71% |
$78K - $88.5K
|
20.8K
$1.57M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.09K+ 18.96% |
$75.4K - $85.6K
|
6.83K
$515K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
983+ 1.11% |
$68.1K - $77.4K
|
89.3K
$6.74M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
833+ 6.7% |
$57.7K - $65.5K
|
13.3K
$1M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
689+ 7.71% |
$47.8K - $54.2K
|
9.62K
$727K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
574New |
$39.8K - $45.2K
|
574
$43.3K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
492+ 0.77% |
$34.1K - $38.7K
|
64.5K
$4.87M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
454+ 13.24% |
$31.5K - $35.7K
|
3.88K
$293K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
347New |
$24.1K - $27.3K
|
347
$26.2K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
300+ 3.78% |
$20.8K - $23.6K
|
8.24K
$622K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
266+ 44.63% |
$18.4K - $20.9K
|
862
$65.1K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
232+ 7.39% |
$16.1K - $18.3K
|
3.37K
$255K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
229+ 0.08% |
$15.9K - $18K
|
302K
$22.8M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
218+ 1.0% |
$15.1K - $17.2K
|
22K
$1.66M
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
15+ 0.28% |
$1.04K - $1.18K
|
5.3K
$400K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-49- 2.02% |
$3.4K - $3.86K
|
2.37K
$179K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-51- 1.47% |
$3.54K - $4.01K
|
3.41K
$258K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-59- 4.97% |
$4.09K - $4.64K
|
1.13K
$85.3K
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-66- 0.75% |
$4.58K - $5.19K
|
8.77K
$662K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-73- 1.87% |
$5.06K - $5.74K
|
3.83K
$290K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-76- 41.99% |
$5.27K - $5.98K
|
105
$7.93K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-88- 1.02% |
$6.1K - $6.92K
|
8.57K
$647K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98- 1.96% |
$6.79K - $7.71K
|
4.91K
$371K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-133- 1.05% |
$9.22K - $10.5K
|
12.5K
$944K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-151- 4.86% |
$10.5K - $11.9K
|
2.95K
$223K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-176- 3.91% |
$12.2K - $13.8K
|
4.32K
$326K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-254- 46.27% |
$17.6K - $20K
|
295
$22.3K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-319- 2.05% |
$22.1K - $25.1K
|
15.3K
$1.15M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-324- 56.84% |
$22.5K - $25.5K
|
246
$18.6K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-386- 0.99% |
$26.8K - $30.4K
|
38.6K
$2.91M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-395- 50.0% |
$27.4K - $31.1K
|
395
$29.8K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-402- 10.58% |
$27.9K - $31.6K
|
3.4K
$257K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-424- 8.1% |
$29.4K - $33.4K
|
4.81K
$363K
|