Latest Institutional Transactions on Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr Clearbr (LRGE) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.8K- 11.42% |
$1.22M - $1.38M
|
146K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.1K+ 43.08% |
$1.12M - $1.26M
|
56.9K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.19K- 11.7% |
$77.6K - $87.4K
|
9.01K
$688K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 2.75% |
$455 - $513
|
248
$18.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7- 0.15% |
$455 - $513
|
4.64K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
31.5K+ 6.35% |
$2.05M - $2.31M
|
528K
$40.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.79K+ 20.86% |
$247K - $278K
|
22K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 0.43% |
$520 - $586
|
1.86K
$142K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.29K- 24.54% |
$83.6K - $94.2K
|
3.95K
$302K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2KNew |
$78K - $87.9K
|
1.2K
$91.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-981- 23.6% |
$63.8K - $71.9K
|
3.18K
$242K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.13KNew |
$323K - $359K
|
5.13K
$391K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5New |
$315 - $350
|
5
$382
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14+ 9.09% |
$883 - $981
|
168
$12.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.5K- 77.48% |
$1.04M - $1.15M
|
4.78K
$365K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.92KNew |
$184K - $205K
|
2.92K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.66KNew |
$104K - $116K
|
1.66K
$126K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
8.91KNew |
$561K - $624K
|
8.91K
$680K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
57New |
$3.59K - $4K
|
57
$4.35K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.26KNew |
$206K - $229K
|
3.26K
$249K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
347New |
$21.9K - $24.3K
|
347
$26.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.07KNew |
$193K - $215K
|
3.07K
$234K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-246- 23.59% |
$14.3K - $16.7K
|
797
$60.9K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.91KNew |
$343K - $401K
|
5.91K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.1% |
$116 - $136
|
1.92K
$147K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-425- 35.74% |
$24.7K - $28.8K
|
764
$58.3K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.25KNew |
$188K - $220K
|
3.25K
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
5.81KNew |
$337K - $394K
|
5.81K
$443K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-784- 57.9% |
$45.5K - $53.2K
|
570
$43.5K
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-367Closed |
$18.4K - $22K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.42KNew |
$121K - $145K
|
2.42K
$185K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.8K- 33.31% |
$144K - $158K
|
5.61K
$428K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-158- 1.33% |
$7.37K - $8.58K
|
11.7K
$895K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.03KNew |
$141K - $164K
|
3.03K
$231K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.7% |
$81.1 - $95.4
|
288
$22K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-38- 4.29% |
$1.54K - $1.81K
|
847
$64.7K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
335New |
$13.6K - $16K
|
335
$25.6K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5New |
$203 - $238
|
5
$382
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-250- 3.71% |
$10.1K - $11.9K
|
6.49K
$496K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-230- 25.41% |
$9.02K - $10.2K
|
675
$51.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
6.41KNew |
$251K - $286K
|
6.41K
$490K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
43New |
$1.7K - $2.11K
|
43
$3.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.08K- 58.64% |
$360K - $445K
|
6.4K
$489K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.44KClosed |
$178K - $243K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-700Closed |
$28K - $38.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.9K- 18.03% |
$276K - $377K
|
31.4K
$2.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-52.3KClosed |
$2.09M - $2.86M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-12KClosed |
$480K - $655K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
106+ 4.32% |
$4.25K - $5.8K
|
2.56K
$195K
|
|