Purchases and Sales Made in Q1 2025 in Legg Mason ETF Invt Tr Westn A (WINC)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Westn A (WINC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.1K+ 14.48% |
$314K - $318K
|
104K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
11New |
$263 - $267
|
11
$266
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 2.36% |
$71.7 - $72.7
|
130
$3.15K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-150- 0.62% |
$3.59K - $3.64K
|
24.1K
$583K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.8K- 61.06% |
$90.8K - $92.1K
|
2.42K
$58.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.98K- 73.87% |
$167K - $169K
|
2.47K
$59.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48K- 50.98% |
$1.15M - $1.16M
|
46.2K
$1.12M
|