Latest Institutional Transactions on Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr Clearbr (LRGE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.45KNew |
$191K - $206K
|
2.45K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
506+ 1.31% |
$39.5K - $42.7K
|
39.1K
$3.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
939+ 1.44% |
$73.2K - $79.2K
|
66.4K
$5.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.02KNew |
$314K - $339K
|
4.02K
$331K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.6K+ 12.52% |
$2.67M - $3.38M
|
383K
$31.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.36K- 17.22% |
$85.2K - $108K
|
6.53K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
83+ 1.57% |
$5.21K - $6.58K
|
5.38K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-428- 2.71% |
$26.9K - $33.9K
|
15.4K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.92KNew |
$183K - $232K
|
2.92K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4- 0.7% |
$251 - $317
|
570
$46.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-48- 1.48% |
$3.01K - $3.81K
|
3.2K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.9K- 3.94% |
$746K - $943K
|
290K
$23.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-292- 8.59% |
$18.3K - $23.2K
|
3.11K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-150- 1.76% |
$9.41K - $11.9K
|
8.39K
$690K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
400+ 4.49% |
$25.1K - $31.7K
|
9.31K
$765K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
771New |
$48.4K - $61.1K
|
771
$63.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
479+ 8.35% |
$30.1K - $38K
|
6.22K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
320New |
$20.1K - $25.4K
|
320
$26.3K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$90.1K - $102K
|
1.3K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-76- 41.99% |
$5.27K - $5.98K
|
105
$8.63K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-917- 75.35% |
$63.6K - $72.2K
|
300
$24.7K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-151- 4.86% |
$10.5K - $11.9K
|
2.95K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98- 1.96% |
$6.79K - $7.71K
|
4.91K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-395- 50.0% |
$27.4K - $31.1K
|
395
$32.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
454+ 13.24% |
$31.5K - $35.7K
|
3.88K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-568- 14.37% |
$39.4K - $44.7K
|
3.39K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
347New |
$24.1K - $27.3K
|
347
$28.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-884- 17.25% |
$63.8K - $69.7K
|
4.24K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
3.35KNew |
$242K - $264K
|
3.35K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$72.2 - $78.8
|
1
$82.2
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-184- 5.6% |
$13.3K - $14.5K
|
3.1K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
155New |
$11.2K - $12.2K
|
155
$12.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28.5KNew |
$2.06M - $2.25M
|
28.5K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
700New |
$50.5K - $55.2K
|
700
$57.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-557- 1.83% |
$40.2K - $43.9K
|
29.9K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 4.84% |
$866 - $946
|
236
$19.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
151+ 4.75% |
$10.9K - $11.9K
|
3.33K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.46KNew |
$106K - $115K
|
1.46K
$120K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
75New |
$5.41K - $5.91K
|
75
$6.17K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
27.2KNew |
$1.96M - $2.14M
|
27.2K
$2.24M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 9.9% |
$2.47K - $2.78K
|
346
$28.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.18% |
$1.43K - $1.61K
|
12.5K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
230New |
$15K - $16.9K
|
230
$18.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
192New |
$12.5K - $14.1K
|
192
$15.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-124- 1.7% |
$8.06K - $9.09K
|
7.19K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.84KNew |
$185K - $208K
|
2.84K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.8K- 11.42% |
$1.22M - $1.38M
|
146K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.33K+ 5.94% |
$86.2K - $97.2K
|
23.6K
$1.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 0.43% |
$520 - $586
|
1.86K
$153K
|
|