Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 12.11% |
$571K - $682K
|
105K
$8.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.36K+ 32.48% |
$369K - $441K
|
30K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.79K+ 26.12% |
$340K - $407K
|
32.8K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.42K+ 4.49% |
$322K - $384K
|
149K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.4K+ 9.43% |
$321K - $383K
|
74.3K
$5.69M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.5KNew |
$276K - $329K
|
5.5K
$421K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44KNew |
$273K - $326K
|
5.44K
$417K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.46K+ 1.14% |
$223K - $267K
|
396K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.38K+ 1.93% |
$219K - $262K
|
231K
$17.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.42KNew |
$121K - $145K
|
2.42K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 20.92% |
$93.2K - $111K
|
10.7K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
988+ 23.66% |
$49.5K - $59.2K
|
5.16K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
543+ 1.91% |
$27.2K - $32.5K
|
28.9K
$2.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
393+ 2.27% |
$19.7K - $23.5K
|
17.7K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
332+ 0.39% |
$16.6K - $19.9K
|
85.5K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90New |
$4.51K - $5.39K
|
90
$6.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 1.34% |
$3.36K - $4.01K
|
5.07K
$388K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 4.08% |
$601 - $719
|
282
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34- 18.09% |
$1.7K - $2.04K
|
154
$11.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-50- 0.46% |
$2.51K - $2.99K
|
10.8K
$824K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58- 0.99% |
$2.91K - $3.47K
|
5.8K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-130- 2.19% |
$6.52K - $7.78K
|
5.81K
$444K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-275- 1.6% |
$13.8K - $16.5K
|
16.9K
$1.3M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-367Closed |
$18.4K - $22K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-394- 5.06% |
$19.7K - $23.6K
|
7.39K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-533- 1.61% |
$26.7K - $31.9K
|
32.6K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-939- 2.49% |
$47.1K - $56.2K
|
36.7K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 2.53% |
$60.7K - $72.6K
|
46.6K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 4.59% |
$77.3K - $92.3K
|
32.1K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.04K- 6.65% |
$252K - $302K
|
70.7K
$5.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.6K- 3.07% |
$734K - $877K
|
463K
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.9K- 44.04% |
$747K - $892K
|
18.9K
$1.45M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-246K- 51.59% |
$12.3M - $14.7M
|
231K
$17.7M
|