Purchases and Sales Made in Q1 2025 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 2025. 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 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-568- 14.37% |
$39.4K - $44.7K
|
3.39K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-596- 1.79% |
$41.3K - $46.9K
|
32.7K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-755- 14.55% |
$52.3K - $59.4K
|
4.43K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-917- 75.35% |
$63.6K - $72.2K
|
300
$23.6K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.45K- 14.54% |
$101K - $114K
|
8.54K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 5.64% |
$104K - $118K
|
25.1K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.57K- 21.46% |
$109K - $123K
|
5.74K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.6K- 7.27% |
$111K - $126K
|
20.4K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.04K- 3.53% |
$141K - $161K
|
55.8K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.2K- 2.37% |
$291K - $330K
|
173K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.95K- 5.12% |
$551K - $626K
|
147K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.43K- 2.01% |
$584K - $663K
|
410K
$32.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.2K- 50.0% |
$707K - $802K
|
10.2K
$803K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.3K- 73.67% |
$924K - $1.05M
|
4.76K
$375K
|