Institutional Ownership Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (LRGE). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 3.46 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,303
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
23,016
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
21,966
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
16,737
shares
|
$1.29 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,468
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 120.48%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,629
shares
|
$976,474
0.01% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
12,474
shares
|
$964,489
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,720
shares
|
$906,190
0.0% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
10,559
shares
|
$816,421
0.0% of portfolio
|
Q3 2024
Added 38.93%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
10,158
shares
|
$785,416
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
9,789
shares
|
$756,885
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8,906
shares
|
$688,611
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
8,838
shares
|
$683,354
0.25% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,660
shares
|
$669,591
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,306
shares
|
$642,219
0.0% of portfolio
|
Q3 2024
Reduced 35.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,942
shares
|
$614,075
0.04% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,885
shares
|
$609,668
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,303
shares
|
$564,667
0.01% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,493
shares
|
$502,038
0.01% of portfolio
|
Q1 2023
Reduced 3.71%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
6,414
shares
|
$495,930
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
6,194
shares
|
$478,920
0.0% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
5,907
shares
|
$456,729
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,605
shares
|
$433,378
0.0% of portfolio
|
Q3 2023
Reduced 33.31%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
5,286
shares
|
$408,713
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,126
shares
|
$396,342
0.0% of portfolio
|
Q2 2024
New holding
|