Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14.9K+ 2.67% |
$937K - $1.18M
|
574K
$45.5M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.1K+ 11.12% |
$697K - $880K
|
111K
$8.79M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.04K+ 10.12% |
$567K - $717K
|
98.3K
$7.79M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.42K+ 12.73% |
$277K - $350K
|
39.1K
$3.1M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
771New |
$48.4K - $61.1K
|
771
$61.1K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
479+ 8.35% |
$30.1K - $38K
|
6.22K
$492K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
400+ 4.49% |
$25.1K - $31.7K
|
9.31K
$737K
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
381+ 3.96% |
$23.9K - $30.2K
|
10K
$792K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
320New |
$20.1K - $25.4K
|
320
$25.4K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
168+ 19.49% |
$10.5K - $13.3K
|
1.03K
$81.6K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
61+ 0.71% |
$3.83K - $4.84K
|
8.63K
$684K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 24.39% |
$3.77K - $4.76K
|
306
$24.2K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.23% |
$628 - $793
|
4.31K
$342K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-137- 0.62% |
$8.6K - $10.9K
|
21.9K
$1.73M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-150- 1.76% |
$9.41K - $11.9K
|
8.39K
$664K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-181- 1.78% |
$11.4K - $14.4K
|
10K
$793K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-193- 4.35% |
$12.1K - $15.3K
|
4.24K
$336K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-292- 8.59% |
$18.3K - $23.2K
|
3.11K
$246K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-511- 6.2% |
$32.1K - $40.5K
|
7.73K
$612K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-595- 15.52% |
$37.3K - $47.2K
|
3.24K
$257K
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.04K- 11.84% |
$65.2K - $82.4K
|
7.73K
$613K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.1K- 18.09% |
$633K - $800K
|
45.7K
$3.62M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.5K- 16.2% |
$656K - $829K
|
54.1K
$4.28M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.9K- 40.17% |
$2.76M - $3.48M
|
65.4K
$5.18M
|