Purchases and Sales Made in Q1 2025 in Legg Mason ETF Invt Tr (YLDE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr (YLDE) during Q1 2025. The information is specifically focused on institutions that hold shares of LEGG MASON ETF INVT TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15.5K+ 131.42% |
$772K - $819K
|
27.3K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.14KNew |
$57.1K - $60.5K
|
1.14K
$58.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
853+ 11.72% |
$42.5K - $45.1K
|
8.13K
$416K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
126+ 11.07% |
$6.28K - $6.67K
|
1.26K
$64.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38New |
$1.9K - $2.01K
|
38
$1.94K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22+ 1.72% |
$1.1K - $1.16K
|
1.3K
$66.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-119- 1.44% |
$5.93K - $6.3K
|
8.17K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06K- 9.53% |
$52.8K - $56K
|
10K
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8.15K- 4.35% |
$407K - $431K
|
179K
$9.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.6K- 50.0% |
$679K - $721K
|
13.6K
$696K
|