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 83 institutions that hold shares in the stock, with a total of 3.46 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
529,145
shares
|
$40.9 Million
12.25% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
453,818
shares
|
$35.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
331,167
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
306,091
shares
|
$23.7 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
230,197
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
178,697
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
155,471
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
145,992
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
90,008
shares
|
$6.96 Million
0.01% of portfolio
|
Q3 2024
Added 73.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
89,833
shares
|
$6.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
75,830
shares
|
$5.86 Million
0.03% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
69,441
shares
|
$5.37 Million
1.39% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
64,046
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
61,339
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,786
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
38,971
shares
|
$3.01 Million
0.14% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
34,025
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 483.32%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
33,247
shares
|
$2.57 Million
1.92% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
31,537
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
30,426
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
29,140
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
27,200
shares
|
$2.1 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,262
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 27.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,846
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,649
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|