Institutional Ownership Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (LRGE). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
528,355
shares
|
$38.7 Million
12.27% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
477,243
shares
|
$35 Million
0.0% of portfolio
|
Q2 2024
Added 75.4%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
326,169
shares
|
$23.9 Million
0.17% of portfolio
|
Q2 2024
Reduced 8.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
287,491
shares
|
$21.1 Million
0.01% of portfolio
|
Q2 2024
Added 82.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
206,733
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2024
Added 94.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
172,999
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2024
Added 125.42%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
149,738
shares
|
$11 Million
0.0% of portfolio
|
Q2 2024
Added 41.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
145,992
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
92,837
shares
|
$6.81 Million
0.0% of portfolio
|
Q2 2024
Added 45.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
90,008
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2024
Added 73.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
69,825
shares
|
$5.12 Million
0.03% of portfolio
|
Q2 2024
Added 1202.71%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
62,250
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
56,946
shares
|
$4.18 Million
1.2% of portfolio
|
Q3 2024
Added 43.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,786
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
38,618
shares
|
$2.83 Million
0.14% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
34,732
shares
|
$2.55 Million
2.03% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
34,552
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2024
Added 181.8%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
32,546
shares
|
$2.39 Million
0.03% of portfolio
|
Q2 2024
Added 21.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
30,074
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2024
Added 116.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
29,218
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,649
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
23,593
shares
|
$1.73 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
23,031
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.77%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
21,966
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
19,023
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 8.18%
|