Institutional Ownership Legg Mason ETF Invt Tr Westn A (WBND)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Westn A (WBND). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
296,104
shares
|
$5.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
232,120
shares
|
$4.66 Million
0.07% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
220,858
shares
|
$4.43 Million
0.03% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Landmark Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
171,036
shares
|
$3.43 Million
1.6% of portfolio
|
Q1 2024
Added 5.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
104,105
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 80.35%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
83,104
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2024
Added 99.77%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
74,685
shares
|
$1.5 Million
0.25% of portfolio
|
Q1 2024
Added 18.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
70,391
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
55,636
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Added 21.34%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
29,747
shares
|
$597,022
0.03% of portfolio
|
Q1 2024
Added 56.74%
|
|
|
Bill Few Associates, Inc.
|
Apr 18, 2024 Q1 2024 |
21,178
shares
|
$425,042
0.17% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
20,059
shares
|
$402,584
0.0% of portfolio
|
Q1 2024
Reduced 35.92%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
18,502
shares
|
$371,335
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 18, 2024 Q1 2024 |
10,572
shares
|
$212,180
0.08% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,234
shares
|
$44,836
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,691
shares
|
$33,938
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 29, 2024 Q1 2024 |
163
shares
|
$3,271
0.0% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
156
shares
|
$3,130
0.0% of portfolio
|
Q1 2024
Added 22.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
22
shares
|
$441
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|