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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$90.1K - $102K
|
1.3K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-917- 75.35% |
$63.6K - $72.2K
|
300
$24K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-76- 41.99% |
$5.27K - $5.98K
|
105
$8.41K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
833+ 6.7% |
$57.7K - $65.5K
|
13.3K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.2K- 2.37% |
$291K - $330K
|
173K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.95K- 5.12% |
$551K - $626K
|
147K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.35K+ 0.74% |
$93.7K - $106K
|
184K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-151- 4.86% |
$10.5K - $11.9K
|
2.95K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
232+ 7.39% |
$16.1K - $18.3K
|
3.37K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98- 1.96% |
$6.79K - $7.71K
|
4.91K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-395- 50.0% |
$27.4K - $31.1K
|
395
$31.6K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
4.29KNew |
$297K - $337K
|
4.29K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
15+ 0.28% |
$1.04K - $1.18K
|
5.3K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
454+ 13.24% |
$31.5K - $35.7K
|
3.88K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-51- 1.47% |
$3.54K - $4.01K
|
3.41K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-568- 14.37% |
$39.4K - $44.7K
|
3.39K
$271K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
347New |
$24.1K - $27.3K
|
347
$27.8K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
3.35KNew |
$242K - $264K
|
3.35K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-884- 17.25% |
$63.8K - $69.7K
|
4.24K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$72.2 - $78.8
|
1
$80.1
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-184- 5.6% |
$13.3K - $14.5K
|
3.1K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-916- 5.47% |
$66.1K - $72.2K
|
15.8K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
155New |
$11.2K - $12.2K
|
155
$12.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28.5KNew |
$2.06M - $2.25M
|
28.5K
$2.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
700New |
$50.5K - $55.2K
|
700
$56K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-557- 1.83% |
$40.2K - $43.9K
|
29.9K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 4.84% |
$866 - $946
|
236
$18.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
151+ 4.75% |
$10.9K - $11.9K
|
3.33K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.46KNew |
$106K - $115K
|
1.46K
$117K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
75New |
$5.41K - $5.91K
|
75
$6.01K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
27.2KNew |
$1.96M - $2.14M
|
27.2K
$2.18M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 9.9% |
$2.47K - $2.78K
|
346
$27.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.91K- 61.73% |
$449K - $506K
|
4.29K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.18% |
$1.43K - $1.61K
|
12.5K
$999K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.89KNew |
$513K - $578K
|
7.89K
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
230New |
$15K - $16.9K
|
230
$18.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
192New |
$12.5K - $14.1K
|
192
$15.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-124- 1.7% |
$8.06K - $9.09K
|
7.19K
$575K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.84KNew |
$185K - $208K
|
2.84K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.8K- 11.42% |
$1.22M - $1.38M
|
146K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.33K+ 5.94% |
$86.2K - $97.2K
|
23.6K
$1.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 0.43% |
$520 - $586
|
1.86K
$149K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2KNew |
$78K - $87.9K
|
1.2K
$96.1K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5New |
$315 - $350
|
5
$400
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.92KNew |
$184K - $205K
|
2.92K
$234K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
57New |
$3.59K - $4K
|
57
$4.56K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.07KNew |
$193K - $215K
|
3.07K
$246K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-246- 23.59% |
$14.3K - $16.7K
|
797
$63.8K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.91KNew |
$343K - $401K
|
5.91K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.1% |
$116 - $136
|
1.92K
$154K
|
|