Latest Institutional Transactions on Legg Mason ETF Invt Tr Clearbr (CACG)
This table provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr Clearbr (CACG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
341New |
$15.6K - $17.9K
|
341
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.6KNew |
$2.68M - $3.07M
|
58.6K
$0
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
275KNew |
$12.6M - $14.4M
|
275K
$0
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.74KNew |
$217K - $248K
|
4.74K
$0
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4KNew |
$979K - $1.12M
|
21.4K
$0
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 3.62% |
$53.7K - $61.4K
|
31.2K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-436- 40.26% |
$20K - $22.8K
|
647
$0
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.3KNew |
$380K - $435K
|
8.3K
$0
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-500- 7.42% |
$22.9K - $26.2K
|
6.24K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
920+ 4.5% |
$42.1K - $48.2K
|
21.4K
$0
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.32K- 24.44% |
$243K - $279K
|
16.4K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
45+ 0.1% |
$2.06K - $2.36K
|
44.3K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 3.7% |
$90.2K - $103K
|
51.2K
$0
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.6K+ 11.91% |
$668K - $765K
|
137K
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86+ 573.33% |
$3.94K - $4.51K
|
101
$0
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-749- 11.1% |
$34.3K - $39.2K
|
6K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.9K- 26.41% |
$501K - $573K
|
30.5K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-297- 7.09% |
$13.6K - $15.6K
|
3.89K
$0
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.45K- 14.76% |
$250K - $286K
|
31.5K
$0
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-81- 0.32% |
$3.71K - $4.24K
|
25.1K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 163.96% |
$1.02M - $1.17M
|
35.9K
$0
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 2.59% |
$67.8K - $77.6K
|
55.7K
$0
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.09K- 55.39% |
$233K - $267K
|
4.1K
$0
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.7K- 5.95% |
$261K - $299K
|
90K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-175- 0.97% |
$8.01K - $9.17K
|
17.9K
$0
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.08K+ 25.18% |
$49.2K - $56.3K
|
5.35K
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.94K- 9.99% |
$317K - $363K
|
62.5K
$0
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-207- 2.46% |
$9.48K - $10.8K
|
8.2K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.19K+ 3.37% |
$146K - $167K
|
97.8K
$0
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.81KNew |
$312K - $357K
|
6.81K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-263- 1.68% |
$12K - $13.8K
|
15.4K
$0
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-150- 25.0% |
$6.87K - $7.86K
|
450
$0
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-4.05K- 12.41% |
$186K - $212K
|
28.6K
$0
|
|
Q4 2023 | |||||||
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.08KClosed |
$42.3K - $50.9K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$7.86K - $9.46K
|
200
$0
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5.3KNew |
$208K - $251K
|
5.3K
$0
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7New |
$282 - $308
|
7
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20- 2.5% |
$805 - $880
|
780
$0
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.23K+ 79.91% |
$170K - $186K
|
9.53K
$0
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-166- 1.42% |
$6.68K - $7.3K
|
11.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
180New |
$7.24K - $7.92K
|
180
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.45K- 38.62% |
$89.8K - $103K
|
3.9K
$0
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.48K+ 43.42% |
$127K - $147K
|
11.5K
$0
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-957- 13.61% |
$35K - $40.4K
|
6.08K
$0
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
498New |
$16.3K - $18.9K
|
498
$0
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-300- 9.84% |
$9.83K - $11.4K
|
2.75K
$0
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.74KNew |
$188K - $218K
|
5.74K
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-351- 2.53% |
$11.3K - $13.4K
|
13.5K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-977- 9.62% |
N/A
|
9.18K
$0
|