Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-633- 14.28% |
$45.7K - $49.9K
|
3.8K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-884- 17.25% |
$63.8K - $69.7K
|
4.24K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-916- 5.47% |
$66.1K - $72.2K
|
15.8K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-917- 11.16% |
$66.2K - $72.3K
|
7.3K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.06K- 4.59% |
$76.3K - $83.3K
|
22K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 3.36% |
$79.2K - $86.5K
|
31.5K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.18K- 14.15% |
$84.8K - $92.6K
|
7.13K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 4.28% |
$107K - $117K
|
33.2K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.53K- 1.7% |
$110K - $120K
|
88.3K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 10.81% |
$110K - $121K
|
12.6K
$897K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.59K- 8.9% |
$187K - $204K
|
26.5K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.89K- 1.69% |
$281K - $307K
|
226K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.13K- 17.33% |
$298K - $326K
|
19.7K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.79K- 1.56% |
$346K - $377K
|
301K
$21.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.98K- 42.46% |
$359K - $392K
|
6.74K
$479K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.58K- 1.69% |
$403K - $440K
|
326K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 33.15% |
$557K - $609K
|
15.6K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.5K- 7.83% |
$2.56M - $2.8M
|
418K
$29.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-70.6K- 93.1% |
$5.09M - $5.56M
|
5.23K
$372K
|