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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-118K- 60.92% |
N/A
|
75.6K
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-9.57K- 54.67% |
N/A
|
7.94K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-171- 38.08% |
N/A
|
278
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
600+ 25.0% |
N/A
|
3K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
N/A
|
12
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-1.22KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
21New |
N/A
|
21
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.21KClosed |
N/A
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11New |
N/A
|
11
$0
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.5KNew |
N/A
|
18.5K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-860- 8.83% |
N/A
|
8.89K
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.61K- 99.59% |
N/A
|
15
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.09KNew |
N/A
|
7.09K
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-50KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.85KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.1KClosed |
N/A
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.96KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-27.9KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.89KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.07KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-200KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-200KClosed |
N/A
|
0
$0
|
|