Institutional Ownership Legg Mason ETF Invt Tr Clearbr (CACG)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (CACG). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
5,997
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
Townsend Asset Management Corp
|
Apr 29, 2024 Q1 2024 |
5,345
shares
|
$0
0.11% of portfolio
|
Q1 2024
Added 25.18%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2024 Q1 2024 |
5,300
shares
|
$0
0.25% of portfolio
|
Q4 2023
New holding
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
4,734
shares
|
$0
0.01% of portfolio
|
Q4 2023
New holding
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
May 03, 2024 Q1 2024 |
4,100
shares
|
$0
0.07% of portfolio
|
Q1 2024
Reduced 55.39%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
3,890
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.09%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,620
shares
|
$0
0.01% of portfolio
|
Q2 2021
Reduced 99.59%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
647
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 40.26%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
498
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
450
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
341
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Legacy Bridge, LLC
|
Apr 25, 2024 Q1 2024 |
200
shares
|
$0
0.01% of portfolio
|
Q1 2020
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
101
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 573.33%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
7
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|