Purchases and Sales Made in Q2 2023 in 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) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.07KNew |
$212K - $215K
|
9.07K
$220K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.06KNew |
$212K - $215K
|
9.06K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
525+ 2.56% |
$12.3K - $12.5K
|
21K
$508K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51+ 1.21% |
$1.19K - $1.21K
|
4.27K
$103K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.4 - $23.8
|
1
$24.2
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-619- 16.62% |
$14.5K - $14.7K
|
3.11K
$75.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-858- 5.08% |
$20K - $20.4K
|
16K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.14K- 0.96% |
$26.6K - $27.1K
|
118K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.4K- 4.85% |
$32.7K - $33.3K
|
27.5K
$665K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.39K- 4.87% |
$55.7K - $56.7K
|
46.7K
$1.13M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-5.47K- 33.23% |
$128K - $130K
|
11K
$266K
|