Purchases and Sales Made in Q4 2022 in Legg Mason ETF Invt Tr (YLDE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr (YLDE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
96.1KNew |
$3.31M - $3.93M
|
96.1K
$5.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.5K+ 78.24% |
$2.29M - $2.72M
|
151K
$8.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4K+ 93.4% |
$737K - $875K
|
44.2K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.8KNew |
$96.5K - $115K
|
2.8K
$148K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$69K - $81.9K
|
2K
$106K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.46KNew |
$50.3K - $59.8K
|
1.46K
$77.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
650New |
$22.4K - $26.6K
|
650
$34.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.47% |
$1.04K - $1.23K
|
6.36K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-33- 16.84% |
$1.14K - $1.35K
|
163
$8.62K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-77- 1.25% |
$2.66K - $3.15K
|
6.1K
$322K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-120- 54.55% |
$4.14K - $4.92K
|
100
$5.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-136- 0.43% |
$4.69K - $5.57K
|
31.4K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-416- 2.96% |
$14.4K - $17K
|
13.6K
$721K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-447- 2.88% |
$15.4K - $18.3K
|
15.1K
$797K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-727- 10.48% |
$25.1K - $29.8K
|
6.21K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.5K- 5.41% |
$86.1K - $102K
|
43.7K
$2.31M
|