Institutional Ownership Legg Mason ETF Invt Tr Westn A (WBND)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Westn A (WBND). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
314,509
shares
|
$6.32 Million
0.0% of portfolio
|
Q2 2024
Added 6.22%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
227,645
shares
|
$4.57 Million
0.03% of portfolio
|
Q2 2024
Added 3.07%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
223,783
shares
|
$4.5 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
156,211
shares
|
$3.14 Million
2.43% of portfolio
|
Q2 2024
Reduced 8.67%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
127,500
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2024
Added 22.47%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
92,278
shares
|
$1.85 Million
0.29% of portfolio
|
Q2 2024
Added 23.56%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
57,203
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.74%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
40,545
shares
|
$814,549
0.03% of portfolio
|
Q2 2024
Added 36.3%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
39,788
shares
|
$799,340
0.0% of portfolio
|
Q2 2024
Reduced 28.49%
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
20,885
shares
|
$419,579
0.16% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
15,569
shares
|
$312,781
0.0% of portfolio
|
Q2 2024
Reduced 22.38%
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
10,407
shares
|
$209,076
0.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
9,723
shares
|
$195,335
0.04% of portfolio
|
Q3 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
445
shares
|
$8,940
0.0% of portfolio
|
Q2 2024
Reduced 80.08%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jul 29, 2024 Q2 2024 |
173
shares
|
$3,475
0.0% of portfolio
|
Q2 2024
Added 6.13%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
113
shares
|
$2,270
0.0% of portfolio
|
Q2 2024
Reduced 27.56%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
82
shares
|
$1,647
0.0% of portfolio
|
Q2 2024
Reduced 95.15%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|