Latest Institutional Transactions on Legg Mason ETF Invt Tr (YLDE)
This table provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr (YLDE) 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 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
133New |
$6.87K - $7.27K
|
133
$7.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
135+ 1.87% |
$6.98K - $7.38K
|
7.37K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 53.09% |
$686K - $726K
|
38.3K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.25K+ 10.52% |
$168K - $178K
|
34.2K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
35.4KNew |
$1.83M - $1.94M
|
35.4K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
244KNew |
$12.6M - $13.4M
|
244K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-250K- 27.96% |
$12.9M - $13.7M
|
644K
$34.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 16.3% |
$779K - $824K
|
77.4K
$4.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 16.57% |
$1.29M - $1.37M
|
176K
$9.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.02K- 50.21% |
$104K - $110K
|
2K
$107K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.03K+ 33.03% |
$208K - $220K
|
16.2K
$867K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 122.82% |
$812K - $859K
|
28.5K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.64KNew |
$498K - $527K
|
9.64K
$515K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.23% |
$258 - $273
|
2.18K
$116K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-800- 5.71% |
$41.3K - $43.8K
|
13.2K
$705K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
49New |
$2.53K - $2.68K
|
49
$2.62K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.79KNew |
$196K - $207K
|
3.79K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
173+ 1.86% |
$8.94K - $9.46K
|
9.48K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.6KNew |
$598K - $632K
|
11.6K
$618K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
6.19KNew |
$320K - $339K
|
6.19K
$331K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.67KNew |
$396K - $419K
|
7.67K
$410K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.87K+ 23.76% |
$96.4K - $102K
|
9.71K
$519K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.74K+ 0.97% |
$89.7K - $94.9K
|
180K
$9.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18KNew |
$928K - $983K
|
18K
$960K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 2.83% |
$1.76K - $1.86K
|
1.23K
$65.9K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 84.52% |
$167K - $187K
|
650
$34.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-683- 3.08% |
$32.1K - $35.9K
|
21.5K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.57K+ 9.13% |
$168K - $188K
|
42.7K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
402New |
$18.9K - $21.2K
|
402
$21.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
78New |
$3.66K - $4.1K
|
78
$4.17K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
68+ 5.24% |
$3.19K - $3.58K
|
1.37K
$73K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
259+ 42.25% |
$12.9K - $13.7K
|
872
$46.6K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 4.35% |
$9.97K - $10.6K
|
4.4K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.14KNew |
$57.1K - $60.5K
|
1.14K
$61.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-119- 1.44% |
$5.93K - $6.3K
|
8.17K
$437K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.82K+ 116.6% |
$340K - $365K
|
12.7K
$677K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-772- 1.76% |
$38.5K - $41.3K
|
43.1K
$2.3M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.5KNew |
$207K - $227K
|
4.5K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 42.78% |
$189K - $207K
|
5.49K
$293K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
312New |
$14.4K - $15.7K
|
312
$16.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.99KNew |
$184K - $201K
|
3.99K
$213K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.06% |
$44.6 - $47.7
|
1.71K
$91.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
656+ 5.78% |
$28.9K - $31K
|
12K
$642K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74KNew |
$68.3K - $77.3K
|
1.74K
$92.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.75KNew |
$226K - $256K
|
5.75K
$307K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.54K+ 4.3% |
$180K - $192K
|
110K
$5.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.05K+ 17.24% |
$41.7K - $44.5K
|
7.15K
$382K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 6.13% |
$380 - $408
|
173
$9.24K
|
|