Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
147K+ 212.35% |
$2.75M - $3.04M
|
216K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143K+ 91.42% |
$2.69M - $2.97M
|
300K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.2K+ 24.35% |
$847K - $937K
|
231K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.4K+ 7.81% |
$719K - $795K
|
530K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
28K+ 80.04% |
$524K - $580K
|
62.9K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19KNew |
$355K - $393K
|
19K
$378K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.9K+ 33.02% |
$354K - $391K
|
76.1K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6K+ 53.84% |
$235K - $260K
|
35.9K
$715K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$198K - $219K
|
10.6K
$211K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.68KNew |
$181K - $201K
|
9.68K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.35K+ 25.42% |
$119K - $131K
|
31.3K
$624K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.1K+ 3.23% |
$95.5K - $106K
|
163K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.94K+ 9.39% |
$73.7K - $81.6K
|
45.9K
$913K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
173New |
$3.24K - $3.58K
|
173
$3.45K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22New |
$412 - $456
|
22
$438
|
|
|
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
|
- |
-33- 20.63% |
$618 - $684
|
127
$2.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-220- 5.95% |
$4.12K - $4.56K
|
3.48K
$69.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.73K- 9.23% |
$32.3K - $35.8K
|
17K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.25K- 14.84% |
$136K - $150K
|
41.6K
$829K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.62K- 10.17% |
$161K - $179K
|
76.1K
$1.52M
|