Institutional Ownership Legg Mason ETF Invt Tr Westn A (WINC)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Westn A (WINC). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 373,529 shares, which have been reported (via 13F filing form) to have a value of $8.97 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
104,160
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
92,675
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
80,536
shares
|
$1.93 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
26,960
shares
|
$647,579
0.01% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
23,984
shares
|
$576,095
0.08% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,005
shares
|
$408,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,271
shares
|
$318,769
0.0% of portfolio
|
Q3 2024
Reduced 71.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,582
shares
|
$206,139
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,223
shares
|
$149,476
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
127
shares
|
$3,050
0.0% of portfolio
|
Q3 2024
Reduced 97.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6
shares
|
$144
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|