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 88 institutions that hold shares in the stock, with a total of 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,605
shares
|
$433,434
0.0% of portfolio
|
Q3 2023
Reduced 33.31%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
5,286
shares
|
$408,766
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,126
shares
|
$396,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,644
shares
|
$359,120
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,497
shares
|
$347,753
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,433
shares
|
$342,803
0.01% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
4,285
shares
|
$331,359
0.0% of portfolio
|
Q3 2024
Reduced 61.73%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
3,954
shares
|
$305,762
0.04% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,461
shares
|
$267,639
0.1% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,428
shares
|
$265,087
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,327
shares
|
$257,276
0.01% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,288
shares
|
$254,261
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,263
shares
|
$252,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,245
shares
|
$250,935
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
3,104
shares
|
$240,032
0.1% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
2,924
shares
|
$226,112
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,558
shares
|
$197,810
0.0% of portfolio
|
Q3 2024
Added 650.15%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,860
shares
|
$143,833
0.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,656
shares
|
$128,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,464
shares
|
$113,211
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$92,796
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,188
shares
|
$91,868
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
797
shares
|
$61,632
0.0% of portfolio
|
Q1 2024
Reduced 23.59%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
790
shares
|
$61,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
764
shares
|
$59,080
0.02% of portfolio
|
Q1 2024
Reduced 35.74%
|