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 $154 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
7,383
shares
|
$522,421
0.0% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
6,493
shares
|
$459,444
0.01% of portfolio
|
Q1 2023
Reduced 3.71%
|
|
Family Management Corp
New York, NY |
May 15, 2024 Q1 2024 |
6,414
shares
|
$453,854
0.08% of portfolio
|
Q4 2022
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
6,274
shares
|
$443,948
0.0% of portfolio
|
Q1 2024
Added 8.19%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
5,907
shares
|
$417,979
0.11% of portfolio
|
Q1 2024
New holding
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
5,829
shares
|
$412,460
0.01% of portfolio
|
Q1 2024
Added 7.09%
|
|
Win Advisors, Inc
|
Apr 24, 2024 Q1 2024 |
5,806
shares
|
$410,832
0.17% of portfolio
|
Q1 2024
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
5,605
shares
|
$396,609
0.0% of portfolio
|
Q3 2023
Reduced 33.31%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
5,360
shares
|
$379,273
0.0% of portfolio
|
Q1 2024
Reduced 7.67%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
5,052
shares
|
$357,479
0.0% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
4,801
shares
|
$339,718
0.02% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
4,456
shares
|
$315,306
0.01% of portfolio
|
Q3 2023
Reduced 1.11%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
3,870
shares
|
$273,841
0.0% of portfolio
|
Q1 2024
New holding
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
3,245
shares
|
$229,616
0.01% of portfolio
|
Q1 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
2,424
shares
|
$171,522
0.09% of portfolio
|
Q4 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
2,284
shares
|
$161,615
0.0% of portfolio
|
Q1 2024
Added 2437.78%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,924
shares
|
$136,142
0.01% of portfolio
|
Q1 2024
Added 0.1%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,868
shares
|
$132,179
0.02% of portfolio
|
Q3 2023
Reduced 27.2%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
1,200
shares
|
$84,912
0.06% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,043
shares
|
$73,802
0.0% of portfolio
|
Q4 2022
Reduced 2.8%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
764
shares
|
$54,060
0.02% of portfolio
|
Q1 2024
Reduced 35.74%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
570
shares
|
$40,333
0.0% of portfolio
|
Q1 2024
Reduced 57.9%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
255
shares
|
$18,043
0.0% of portfolio
|
Q1 2024
Reduced 9.57%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
154
shares
|
$10,897
0.0% of portfolio
|
Q4 2023
Reduced 18.09%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
83
shares
|
$5,873
0.0% of portfolio
|
Q4 2021
Added 315.0%
|