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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.19KNew |
$259K - $274K
|
5.19K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-380- 1.68% |
$19K - $20.1K
|
22.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.2K+ 466.73% |
$1.61M - $1.7M
|
39.1K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.9 - $52.9
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
919KNew |
$45.8M - $48.6M
|
919K
$47M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
259+ 42.25% |
$12.9K - $13.7K
|
872
$44.6K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 527.53% |
$645K - $685K
|
15.4K
$786K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.18KNew |
$109K - $116K
|
2.18K
$112K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102+ 1.29% |
$5.09K - $5.4K
|
8K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-220- 2.25% |
$11K - $11.6K
|
9.57K
$489K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.3K+ 43.27% |
$2.11M - $2.24M
|
140K
$7.17M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 4.35% |
$9.97K - $10.6K
|
4.4K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
84.5KNew |
$4.22M - $4.47M
|
84.5K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06K- 9.53% |
$52.8K - $56K
|
10K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.14KNew |
$57.1K - $60.5K
|
1.14K
$58.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-119- 1.44% |
$5.93K - $6.3K
|
8.17K
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.6K- 50.0% |
$679K - $721K
|
13.6K
$696K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38New |
$1.9K - $2.01K
|
38
$1.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
853+ 11.72% |
$42.5K - $45.1K
|
8.13K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22+ 1.72% |
$1.1K - $1.16K
|
1.3K
$66.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8.15K- 4.35% |
$407K - $431K
|
179K
$9.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
126+ 11.07% |
$6.28K - $6.67K
|
1.26K
$64.6K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.82K+ 116.6% |
$340K - $365K
|
12.7K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84K+ 13.15% |
$91.7K - $98.2K
|
15.8K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-772- 1.76% |
$38.5K - $41.3K
|
43.1K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-456- 4.5% |
$22.7K - $24.4K
|
9.67K
$494K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.5KNew |
$207K - $227K
|
4.5K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 42.78% |
$189K - $207K
|
5.49K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
312New |
$14.4K - $15.7K
|
312
$15.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.99KNew |
$184K - $201K
|
3.99K
$204K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.06% |
$44.6 - $47.7
|
1.71K
$87.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
656+ 5.78% |
$28.9K - $31K
|
12K
$614K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74KNew |
$68.3K - $77.3K
|
1.74K
$88.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.75KNew |
$226K - $256K
|
5.75K
$294K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.22K+ 43.67% |
$49.3K - $52.9K
|
4.02K
$205K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.54K+ 4.3% |
$180K - $192K
|
110K
$5.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.05K+ 17.24% |
$41.7K - $44.5K
|
7.15K
$365K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 6.13% |
$380 - $408
|
173
$8.84K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
96New |
$3.64K - $3.91K
|
96
$4.91K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.46KNew |
$50.3K - $59.8K
|
1.46K
$74.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.47% |
$1.04K - $1.23K
|
6.36K
$325K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$69K - $81.9K
|
2K
$102K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
703New |
$24.3K - $29.1K
|
703
$35.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-191- 1.53% |
$6.6K - $7.91K
|
12.3K
$627K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-52Closed |
$1.88K - $2.21K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.44KNew |
$197K - $231K
|
5.44K
$278K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.12K+ 16.27% |
$40.6K - $47.6K
|
8.01K
$409K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.3KClosed |
$963K - $1.06M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$443K - $466K
|
0
$0
|
|