Purchases and Sales Made in Q1 2024 in Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (LRGE) during Q1 2024. The information is specifically focused on institutions that hold shares of LEGG MASON ETF INVT TR CLEARBR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
92.9K+ 23.46% |
$5.39M - $6.3M
|
489K
$37.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.1K+ 17.77% |
$2.38M - $2.78M
|
272K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.1K+ 17.77% |
$2.38M - $2.78M
|
272K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.8K+ 50.63% |
$2.08M - $2.43M
|
106K
$8.15M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 78.56% |
$1.32M - $1.54M
|
51.6K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.2KNew |
$1.23M - $1.44M
|
21.2K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 36.62% |
$990K - $1.16M
|
63.7K
$4.88M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16.7KNew |
$966K - $1.13M
|
16.7K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3K+ 40.91% |
$713K - $833K
|
42.3K
$3.24M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
12.3KNew |
$711K - $831K
|
12.3K
$939K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 219.83% |
$701K - $820K
|
17.6K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.98K+ 5.34% |
$463K - $541K
|
157K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.91KNew |
$343K - $401K
|
5.91K
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
5.81KNew |
$337K - $394K
|
5.81K
$445K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.11K+ 5.98% |
$297K - $347K
|
90.6K
$6.94M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.87KNew |
$225K - $262K
|
3.87K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.25KNew |
$188K - $220K
|
3.25K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.46K+ 3.31% |
$143K - $167K
|
76.7K
$5.88M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.24K+ 19.27% |
$130K - $152K
|
13.9K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.19K+ 2437.78% |
$127K - $149K
|
2.28K
$175K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2KNew |
$69.6K - $81.4K
|
1.2K
$91.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
880+ 8.19% |
$51.1K - $59.7K
|
11.6K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
598+ 1.86% |
$34.7K - $40.6K
|
32.7K
$2.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
540+ 3.19% |
$31.3K - $36.6K
|
17.5K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
475+ 8.19% |
$27.6K - $32.2K
|
6.27K
$480K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
386+ 7.09% |
$22.4K - $26.2K
|
5.83K
$446K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
353+ 1.99% |
$20.5K - $23.9K
|
18.1K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
118+ 0.11% |
$6.85K - $8K
|
106K
$8.08M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.1% |
$116 - $136
|
1.92K
$147K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7- 0.09% |
$406 - $475
|
7.38K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17- 0.34% |
$986 - $1.15K
|
5.05K
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 9.57% |
$1.57K - $1.83K
|
255
$19.5K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-246- 23.59% |
$14.3K - $16.7K
|
797
$61K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-362- 7.01% |
$21K - $24.5K
|
4.8K
$368K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-419- 3.89% |
$24.3K - $28.4K
|
10.3K
$792K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-425- 35.74% |
$24.7K - $28.8K
|
764
$58.5K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-445- 7.67% |
$25.8K - $30.2K
|
5.36K
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-784- 57.9% |
$45.5K - $53.2K
|
570
$43.6K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.4K- 9.03% |
$139K - $163K
|
24.2K
$1.85M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.22K- 51.68% |
$303K - $354K
|
4.88K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.8K- 17.78% |
$336K - $393K
|
26.8K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.08K- 16.58% |
$353K - $413K
|
30.6K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 39.56% |
$753K - $880K
|
19.8K
$1.52M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100K- 48.51% |
$5.82M - $6.8M
|
106K
$8.15M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-106K- 22.99% |
$6.17M - $7.21M
|
356K
$27.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-205K- 42.99% |
$11.9M - $13.9M
|
272K
$20.8M
|