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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.03KNew |
$141K - $164K
|
3.03K
$219K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.7% |
$81.1 - $95.4
|
288
$20.9K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-38- 4.29% |
$1.54K - $1.81K
|
847
$61.3K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5New |
$203 - $238
|
5
$362
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-250- 3.71% |
$10.1K - $11.9K
|
6.49K
$470K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-230- 25.41% |
$9.02K - $10.2K
|
675
$48.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
6.41KNew |
$251K - $286K
|
6.41K
$464K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
43New |
$1.7K - $2.11K
|
43
$3.11K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.08K- 58.64% |
$360K - $445K
|
6.4K
$464K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.44KClosed |
$178K - $243K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.9K- 18.03% |
$276K - $377K
|
31.4K
$2.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-52.3KClosed |
$2.09M - $2.86M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-700Closed |
$28K - $38.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-12KClosed |
$480K - $655K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.3KNew |
$2.41M - $3.06M
|
50.3K
$3.64M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-131Closed |
$6.27K - $7.96K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.99KClosed |
$191K - $242K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-70.4KClosed |
$3.37M - $4.28M
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-3.97KClosed |
$190K - $241K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 315.0% |
$3.5K - $3.97K
|
83
$6.01K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
196New |
$10.9K - $12.3K
|
196
$14.2K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39.7KClosed |
$2.2M - $2.36M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
318New |
$17.6K - $18.9K
|
318
$23K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
33New |
$1.68K - $1.85K
|
33
$2.39K
|
|
|
Aug 06, 2021
Q2 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-6.68KClosed |
$340K - $374K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.3KClosed |
$270K - $297K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
85New |
$4.05K - $4.39K
|
85
$6.15K
|
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.61KClosed |
$220K - $238K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-250Closed |
$11K - $12.5K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.05KClosed |
$374K - $442K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
1.12KNew |
$46.4K - $54.8K
|
1.12K
$81.2K
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-113Closed |
$3.51K - $4.65K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-351Closed |
$10.2K - $14.4K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.9KClosed |
$172K - $243K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-750Closed |
$25.4K - $28.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-400Closed |
$13.8K - $14.2K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-784Closed |
$27.1K - $27.8K
|
0
$0
|
|