Latest Institutional Transactions on Legg Mason ETF Invt Tr Westn A (WBND)
This table provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr Westn A (WBND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.8K- 71.07% |
$866K - $901K
|
18.2K
$368K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.1K- 97.28% |
$1.03M - $1.07M
|
1.49K
$30K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.9K- 49.56% |
$365K - $379K
|
19.2K
$387K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.13K- 12.49% |
$138K - $144K
|
50K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.9K- 44.0% |
$249K - $259K
|
16.4K
$331K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 90.23% |
$51.1K - $53.1K
|
286
$5.78K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
549+ 54900.0% |
$10.6K - $11.1K
|
550
$11.1K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.37K- 5.51% |
$181K - $189K
|
161K
$3.24M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.79K- 8.56% |
$131K - $137K
|
72.6K
$1.47M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16.7K- 7.96% |
$322K - $335K
|
193K
$3.89M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-163- 94.22% |
$3.15K - $3.28K
|
10
$202
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$19.3 - $20.1
|
10.4K
$210K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
107K+ 124.91% |
$2.09M - $2.22M
|
193K
$3.89M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
159New |
$3.1K - $3.29K
|
159
$3.21K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 3.54% |
$78 - $82.8
|
109
$2.2K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-639- 4.1% |
$12.6K - $13.4K
|
14.9K
$302K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.07KNew |
$21.1K - $22.5K
|
1.07K
$21.7K
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.39K+ 1.53% |
$47K - $50K
|
159K
$3.2M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.72KNew |
$191K - $204K
|
9.72K
$196K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-693- 3.21% |
$13.6K - $14.5K
|
20.9K
$422K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.34K- 3.59% |
$162K - $168K
|
224K
$4.52M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.79K- 80.08% |
$34.7K - $36.1K
|
445
$8.99K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.6K+ 23.56% |
$341K - $355K
|
92.3K
$1.86M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8K+ 36.3% |
$210K - $218K
|
40.5K
$819K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22New |
$412 - $456
|
22
$444
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.73K- 9.23% |
$32.3K - $35.8K
|
17K
$343K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6K+ 53.84% |
$235K - $260K
|
35.9K
$725K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.68KNew |
$181K - $201K
|
9.68K
$196K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-39.9K- 78.81% |
$768K - $820K
|
10.7K
$217K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
516+ 49.9% |
$10.5K - $10.8K
|
1.55K
$31.3K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.16% |
$325 - $334
|
10.1K
$205K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.14K- 40.45% |
$84K - $86.5K
|
6.09K
$123K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
77+ 8.44% |
$1.53K - $1.64K
|
989
$20K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 27.11% |
$75.6K - $80.8K
|
17.8K
$359K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
113New |
$2.11K - $2.34K
|
113
$2.28K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78KNew |
$1.45M - $1.62M
|
78K
$1.57M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
137New |
$2.56K - $2.84K
|
137
$2.77K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 2.57% |
$20.6K - $22.9K
|
41.9K
$847K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
598New |
$11.2K - $12.4K
|
598
$12.1K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-163K- 92.94% |
$3.05M - $3.39M
|
12.4K
$251K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 52.58% |
$20.7K - $23.4K
|
965
$19.5K
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-28.6K- 92.3% |
$554K - $625K
|
2.39K
$48.2K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-9.63KClosed |
$197K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.3KClosed |
$190K - $212K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
128+ 0.7% |
$2.62K - $2.91K
|
18.5K
$374K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.1K+ 1.92% |
$248K - $276K
|
644K
$13M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.74KClosed |
$178K - $199K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.21K- 43.91% |
$188K - $210K
|
11.8K
$238K
|