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 92 institutions that hold shares in the stock, with a total of 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $264 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
|
$39.3 Million
12.25% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
418,299
shares
|
$31.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
325,583
shares
|
$24.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
301,303
shares
|
$22.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
226,307
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
182,274
shares
|
$13.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
177,183
shares
|
$13.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
155,427
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
145,992
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
101,686
shares
|
$7.56 Million
0.01% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
88,607
shares
|
$6.59 Million
0.0% of portfolio
|
Q4 2024
Added 44.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
88,305
shares
|
$6.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
69,441
shares
|
$5.16 Million
1.39% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
64,046
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
57,812
shares
|
$4.3 Million
0.01% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
38,971
shares
|
$2.9 Million
0.14% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
33,247
shares
|
$2.47 Million
1.92% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
31,537
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
29,869
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
28,558
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
28,507
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
27,200
shares
|
$2.02 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
26,547
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,649
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,959
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|