Latest Institutional Transactions on Legg Mason ETF Invt Tr Westn A (WINC)
This table provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr Westn A (WINC) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.5K- 71.0% |
$771K - $792K
|
13.3K
$319K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
80.5KNew |
$1.91M - $1.96M
|
80.5K
$1.93M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17KNew |
$404K - $414K
|
17K
$408K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
104KNew |
$2.47M - $2.54M
|
104K
$2.5M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7- 53.85% |
$166 - $171
|
6
$144
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.2K- 97.06% |
$99.7K - $102K
|
127
$3.05K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
209+ 0.88% |
$4.96K - $5.09K
|
24K
$576K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.3K- 29.23% |
$909K - $933K
|
92.7K
$2.22M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-310- 1.14% |
$7.36K - $7.55K
|
27K
$647K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-149- 1.71% |
$3.54K - $3.63K
|
8.58K
$206K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.95K- 36.32% |
$117K - $118K
|
8.67K
$208K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-350- 5.32% |
$8.29K - $8.37K
|
6.22K
$149K
|
|
Q1 2024 | |||||||
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$23.8 - $24
|
1
$24
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.1KNew |
$304K - $314K
|
13.1K
$315K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.07KNew |
$212K - $215K
|
9.07K
$218K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-858- 5.08% |
$20K - $20.4K
|
16K
$385K
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-5.47K- 33.23% |
$128K - $130K
|
11K
$264K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.96K- 25.27% |
$68.8K - $71.1K
|
8.76K
$210K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-27.1K- 53.91% |
$619K - $641K
|
23.2K
$557K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.3KNew |
$52.4K - $54.4K
|
2.3K
$55.2K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-13KClosed |
$306K - $320K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
340+ 1.96% |
$7.99K - $8.37K
|
17.7K
$425K
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-31.1KClosed |
$763K - $804K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-63.2KClosed |
$1.55M - $1.63M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-8.84KClosed |
$217K - $228K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
959New |
$24.8K - $25.2K
|
959
$23K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13Closed |
$341 - $343
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-60KClosed |
$1.56M - $1.58M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-328Closed |
$8.53K - $8.64K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.38KClosed |
$112K - $115K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-60KClosed |
$1.5M - $1.54M
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-200KClosed |
$4.28M - $5.2M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200KClosed |
$5.11M - $5.18M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.2KClosed |
$287K - $291K
|
0
$0
|