Purchases and Sales Made in Q1 2025 in Legg Mason ETF Invt Tr (YLDE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr (YLDE) during Q1 2025. The information is specifically focused on institutions that hold shares of LEGG MASON ETF INVT TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
919KNew |
$45.8M - $48.6M
|
919K
$47M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
84.5KNew |
$4.22M - $4.47M
|
84.5K
$4.32M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.3K+ 43.27% |
$2.11M - $2.24M
|
140K
$7.17M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.2K+ 466.73% |
$1.61M - $1.7M
|
39.1K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15.5K+ 131.42% |
$772K - $819K
|
27.3K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 527.53% |
$645K - $685K
|
15.4K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.19KNew |
$259K - $274K
|
5.19K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.18KNew |
$109K - $116K
|
2.18K
$112K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.14KNew |
$57.1K - $60.5K
|
1.14K
$58.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
853+ 11.72% |
$42.5K - $45.1K
|
8.13K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
259+ 42.25% |
$12.9K - $13.7K
|
872
$44.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
126+ 11.07% |
$6.28K - $6.67K
|
1.26K
$64.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102+ 1.29% |
$5.09K - $5.4K
|
8K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38New |
$1.9K - $2.01K
|
38
$1.94K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
22+ 1.72% |
$1.1K - $1.16K
|
1.3K
$66.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.9 - $52.9
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-119- 1.44% |
$5.93K - $6.3K
|
8.17K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 4.35% |
$9.97K - $10.6K
|
4.4K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-220- 2.25% |
$11K - $11.6K
|
9.57K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-380- 1.68% |
$19K - $20.1K
|
22.2K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06K- 9.53% |
$52.8K - $56K
|
10K
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8.15K- 4.35% |
$407K - $431K
|
179K
$9.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.6K- 50.0% |
$679K - $721K
|
13.6K
$696K
|