Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 75.4% |
$12.9M - $14.4M
|
477K
$36.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 75.4% |
$12.9M - $14.4M
|
477K
$36.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 82.57% |
$8.2M - $9.11M
|
287K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 94.22% |
$6.32M - $7.03M
|
207K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
96.3K+ 125.42% |
$6.07M - $6.75M
|
173K
$13.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.2K+ 81.95% |
$4.68M - $5.2M
|
165K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.6KNew |
$4.2M - $4.67M
|
66.6K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64.5K+ 1202.71% |
$4.06M - $4.52M
|
69.8K
$5.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.1K+ 637.74% |
$2.97M - $3.3M
|
54.5K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
44.2K+ 41.83% |
$2.78M - $3.1M
|
150K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
38.9KNew |
$2.45M - $2.73M
|
38.9K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.2K+ 45.77% |
$1.84M - $2.04M
|
92.8K
$7.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.6KNew |
$1.49M - $1.65M
|
23.6K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
23.1K+ 139.02% |
$1.46M - $1.62M
|
39.8K
$3.05M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
22.3K+ 181.8% |
$1.41M - $1.56M
|
34.6K
$2.65M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 116.89% |
$1.02M - $1.14M
|
30.1K
$2.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1KNew |
$952K - $1.06M
|
15.1K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.3K+ 59.04% |
$900K - $1M
|
38.5K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.5KNew |
$785K - $873K
|
12.5K
$953K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 466.37% |
$672K - $747K
|
12.9K
$991K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.65K+ 22.81% |
$608K - $676K
|
52K
$3.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
8.91KNew |
$561K - $624K
|
8.91K
$682K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.01K+ 1.64% |
$505K - $561K
|
497K
$38M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.4KNew |
$467K - $519K
|
7.4K
$567K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.38KNew |
$465K - $517K
|
7.38K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.83KNew |
$368K - $409K
|
5.83K
$447K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.73K+ 21.37% |
$361K - $402K
|
32.5K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.65K+ 126.68% |
$356K - $396K
|
10.1K
$773K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.24KNew |
$330K - $367K
|
5.24K
$401K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.13KNew |
$323K - $359K
|
5.13K
$392K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.86K+ 27.81% |
$306K - $340K
|
22.3K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.83KNew |
$304K - $338K
|
4.83K
$370K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.52KNew |
$285K - $317K
|
4.52K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.2K+ 108.63% |
$265K - $295K
|
8.07K
$618K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
4.12KNew |
$260K - $289K
|
4.12K
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.26KNew |
$206K - $229K
|
3.26K
$250K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
3.11KNew |
$196K - $218K
|
3.11K
$238K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.07KNew |
$193K - $215K
|
3.07K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.92KNew |
$184K - $205K
|
2.92K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.66KNew |
$104K - $116K
|
1.66K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 31.51% |
$100K - $112K
|
6.64K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 8.18% |
$90.7K - $101K
|
19K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.33K+ 21.13% |
$83.6K - $92.9K
|
7.6K
$582K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.03KNew |
$64.7K - $72K
|
1.03K
$78.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
384New |
$24.2K - $26.9K
|
384
$29.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
347New |
$21.9K - $24.3K
|
347
$26.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
341New |
$21.5K - $23.9K
|
341
$26.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
123+ 0.68% |
$7.75K - $8.62K
|
18.2K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
57New |
$3.59K - $4K
|
57
$4.36K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
17New |
$1.07K - $1.19K
|
17
$1.3K
|