Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of LEGG MASON ETF INVT TR WESTN A.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.5K+ 99.77% |
$826K - $854K
|
83.1K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.5KNew |
$368K - $381K
|
18.5K
$369K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.8K+ 39.83% |
$315K - $326K
|
55.6K
$1.11M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.2K+ 23.05% |
$262K - $271K
|
70.4K
$1.4M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.7K+ 18.65% |
$233K - $241K
|
74.7K
$1.49M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8K+ 56.74% |
$214K - $222K
|
29.7K
$593K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.78K+ 21.34% |
$195K - $201K
|
55.6K
$1.11M
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.18K+ 5.02% |
$163K - $168K
|
171K
$3.41M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5.2K+ 2.41% |
$104K - $107K
|
221K
$4.4M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.69KNew |
$33.6K - $34.8K
|
1.69K
$33.7K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 0.49% |
$22.5K - $23.3K
|
232K
$4.62M
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
750+ 3.67% |
$14.9K - $15.4K
|
21.2K
$422K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52+ 2.38% |
$1.03K - $1.07K
|
2.23K
$44.5K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 22.83% |
$577 - $597
|
156
$3.11K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.02% |
$39.8 - $41.1
|
10.6K
$211K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 5.78% |
$199 - $206
|
163
$3.25K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.48K- 99.97% |
$69.2K - $71.6K
|
1
$19.9
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.11K- 1.37% |
$81.7K - $84.5K
|
296K
$5.9M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.7K- 7.49% |
$113K - $117K
|
70.4K
$1.4M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.7K- 7.49% |
$113K - $117K
|
70.4K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.2K- 35.92% |
$224K - $231K
|
20.1K
$400K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-426K- 80.35% |
$8.47M - $8.76M
|
104K
$2.07M
|