Institutional Ownership Legg Mason ETF Invt Tr (YLDE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr (YLDE). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 597,364 shares, which have been reported (via 13F filing form) to have a value of $30 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 11, 2024 Q2 2024 |
188,745
shares
|
$9.49 Million
4.94% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
110,716
shares
|
$5.57 Million
0.0% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
109,957
shares
|
$5.53 Million
0.08% of portfolio
|
Q2 2023
Added 4.3%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
46,877
shares
|
$2.36 Million
0.03% of portfolio
|
Q2 2024
Added 21.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
25,737
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 288.78%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
19,198
shares
|
$965,083
0.07% of portfolio
|
Q2 2024
Added 10.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
13,665
shares
|
$686,939
0.0% of portfolio
|
Q2 2024
Added 13.78%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
11,917
shares
|
$599,067
0.0% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
10,875
shares
|
$546,686
0.0% of portfolio
|
Q2 2024
Reduced 41.33%
|
|
|
Alta Wealth Advisors LLC
|
Jul 24, 2024 Q2 2024 |
10,130
shares
|
$509,235
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
9,585
shares
|
$481,837
0.01% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
8,548
shares
|
$429,707
0.0% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,005
shares
|
$402,411
0.08% of portfolio
|
Q2 2022
Added 16.27%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
7,164
shares
|
$360,134
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
4,595
shares
|
$230,990
0.01% of portfolio
|
Q1 2024
Reduced 5.55%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 16, 2024 Q2 2024 |
4,017
shares
|
$201,934
0.09% of portfolio
|
Q3 2023
Added 43.67%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,810
shares
|
$141,258
0.0% of portfolio
|
Q2 2024
Added 213.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,711
shares
|
$86,011
0.0% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
1,232
shares
|
$61,932
0.03% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,176
shares
|
$59,117
0.01% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
703
shares
|
$35,339
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|