Purchases and Sales Made in Q2 2024 in 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) during Q2 2024. The information is specifically focused on institutions that hold shares of LEGG MASON ETF INVT TR WESTN A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 22.47% |
$454K - $472K
|
128K
$2.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.4K+ 6.22% |
$357K - $371K
|
315K
$6.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.6K+ 23.56% |
$341K - $355K
|
92.3K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8K+ 36.3% |
$210K - $218K
|
40.5K
$808K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
6.79K+ 3.07% |
$132K - $137K
|
228K
$4.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
400+ 1.89% |
$7.76K - $8.07K
|
21.6K
$430K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 6.13% |
$194 - $202
|
173
$3.45K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-43- 27.56% |
$835 - $867
|
113
$2.25K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-167- 1.58% |
$3.24K - $3.37K
|
10.4K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.61K- 95.15% |
$31.2K - $32.5K
|
82
$1.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.79K- 80.08% |
$34.7K - $36.1K
|
445
$8.86K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.49K- 22.38% |
$87.2K - $90.6K
|
15.6K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.34K- 3.59% |
$162K - $168K
|
224K
$4.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 18.74% |
$256K - $266K
|
57.2K
$1.14M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 18.74% |
$256K - $266K
|
57.2K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-14.8K- 8.67% |
$288K - $299K
|
156K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 28.49% |
$308K - $320K
|
39.8K
$793K
|