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 91 institutions that hold shares in the stock, with a total of 3.59 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
558,870
shares
|
$38.7 Million
12.37% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
418,299
shares
|
$28.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
325,583
shares
|
$22.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
301,303
shares
|
$20.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
226,307
shares
|
$15.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
182,274
shares
|
$12.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
177,183
shares
|
$12.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
155,427
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
145,992
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
101,686
shares
|
$7.03 Million
0.01% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
99,827
shares
|
$6.9 Million
1.7% of portfolio
|
Q1 2025
Added 43.76%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
99,162
shares
|
$6.86 Million
0.03% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
89,288
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
64,538
shares
|
$4.46 Million
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,772
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
38,971
shares
|
$2.7 Million
0.14% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
34,692
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
32,651
shares
|
$2.26 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
28,558
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
28,507
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
27,200
shares
|
$1.88 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
26,547
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,649
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,959
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
21,820
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.66%
|