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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 4.84% |
$866 - $946
|
236
$17.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 3.36% |
$79.2K - $86.5K
|
31.5K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-917- 11.16% |
$66.2K - $72.3K
|
7.3K
$529K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
353+ 0.91% |
$25.5K - $27.8K
|
39K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
790+ 0.15% |
$57K - $62.3K
|
529K
$38.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.79KNew |
$706K - $772K
|
9.79K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
5.29KNew |
$381K - $417K
|
5.29K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.43KNew |
$247K - $270K
|
3.43K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.04% |
$144 - $158
|
4.5K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.5K+ 21.94% |
$902K - $985K
|
69.4K
$5.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 4.28% |
$107K - $117K
|
33.2K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
138+ 1.77% |
$9.96K - $10.9K
|
7.94K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.66KNew |
$625K - $683K
|
8.66K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
151+ 4.75% |
$10.9K - $11.9K
|
3.33K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.8K+ 2.89% |
$130K - $142K
|
64K
$4.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.46KNew |
$106K - $115K
|
1.46K
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-167- 1.85% |
$12.1K - $13.2K
|
8.84K
$640K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
75New |
$5.41K - $5.91K
|
75
$5.43K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
27.2KNew |
$1.96M - $2.14M
|
27.2K
$1.97M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 9.9% |
$2.47K - $2.78K
|
346
$25.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.89KNew |
$513K - $578K
|
7.89K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.2K+ 483.32% |
$1.83M - $2.07M
|
34K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.18% |
$1.43K - $1.61K
|
12.5K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.91K- 61.73% |
$449K - $506K
|
4.29K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
230New |
$15K - $16.9K
|
230
$16.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
192New |
$12.5K - $14.1K
|
192
$13.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.84KNew |
$185K - $208K
|
2.84K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-124- 1.7% |
$8.06K - $9.09K
|
7.19K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.8K- 11.42% |
$1.22M - $1.38M
|
146K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.33K+ 5.94% |
$86.2K - $97.2K
|
23.6K
$1.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 0.43% |
$520 - $586
|
1.86K
$135K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2KNew |
$78K - $87.9K
|
1.2K
$86.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.29K- 24.54% |
$83.6K - $94.2K
|
3.95K
$286K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5New |
$315 - $350
|
5
$362
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.92KNew |
$184K - $205K
|
2.92K
$212K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
8.91KNew |
$561K - $624K
|
8.91K
$645K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
57New |
$3.59K - $4K
|
57
$4.13K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.26KNew |
$206K - $229K
|
3.26K
$236K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
347New |
$21.9K - $24.3K
|
347
$25.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.07KNew |
$193K - $215K
|
3.07K
$222K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-246- 23.59% |
$14.3K - $16.7K
|
797
$57.7K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.91KNew |
$343K - $401K
|
5.91K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.1% |
$116 - $136
|
1.92K
$139K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-425- 35.74% |
$24.7K - $28.8K
|
764
$55.3K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.25KNew |
$188K - $220K
|
3.25K
$235K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-784- 57.9% |
$45.5K - $53.2K
|
570
$41.3K
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-367Closed |
$18.4K - $22K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.42KNew |
$121K - $145K
|
2.42K
$176K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.8K- 33.31% |
$144K - $158K
|
5.61K
$406K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-158- 1.33% |
$7.37K - $8.58K
|
11.7K
$849K
|
|