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 52 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 11, 2024 Q1 2024 |
488,812
shares
|
$34.4 Million
11.18% of portfolio
|
Q1 2024
Added 23.46%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
356,341
shares
|
$25.1 Million
0.22% of portfolio
|
Q1 2024
Reduced 22.99%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
272,081
shares
|
$19.1 Million
0.0% of portfolio
|
Q1 2024
Added 17.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
157,468
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2024
Added 5.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
106,441
shares
|
$7.49 Million
0.0% of portfolio
|
Q1 2024
Added 50.63%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
105,573
shares
|
$7.43 Million
0.0% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
90,587
shares
|
$6.37 Million
0.01% of portfolio
|
Q1 2024
Added 5.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
76,745
shares
|
$5.4 Million
0.01% of portfolio
|
Q1 2024
Added 3.31%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
63,687
shares
|
$4.48 Million
0.0% of portfolio
|
Q1 2024
Added 36.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
51,646
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2024
Added 78.56%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
42,302
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2024
Added 40.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
32,665
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2024
Added 1.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
30,613
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
May 06, 2024 Q1 2024 |
26,815
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2024
Reduced 17.78%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
24,182
shares
|
$1.7 Million
0.09% of portfolio
|
Q1 2024
Reduced 9.03%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
21,234
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
19,819
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2024
Reduced 39.56%
|
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
18,051
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2024
Added 1.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
17,584
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
Added 219.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
17,466
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Added 3.19%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
May 03, 2024 Q1 2024 |
16,651
shares
|
$1.17 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
13,866
shares
|
$975,473
0.0% of portfolio
|
Q1 2024
Added 19.27%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
12,261
shares
|
$862,561
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
11,196
shares
|
$787,638
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Corundum Group, Inc.
|
Apr 15, 2024 Q1 2024 |
10,339
shares
|
$727,348
0.33% of portfolio
|
Q1 2024
Reduced 3.89%
|
|