Institutional Ownership Legg Mason ETF Invt Tr Westn A (WINC)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Westn A (WINC). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 334,120 shares, which have been reported (via 13F filing form) to have a value of $8.09 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
90,654
shares
|
$2.2 Million
0.72% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
46,164
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
44,469
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 57.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
38,910
shares
|
$942,400
0.0% of portfolio
|
Q4 2024
Added 128.82%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
24,085
shares
|
$583,338
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
21,770
shares
|
$527,269
0.07% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,031
shares
|
$364,050
0.0% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,469
shares
|
$59,799
0.0% of portfolio
|
Q1 2025
Reduced 73.87%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,423
shares
|
$58,685
0.0% of portfolio
|
Q1 2025
Reduced 61.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
127
shares
|
$3,075
0.0% of portfolio
|
Q3 2024
Reduced 97.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|