Purchases and Sales Made in Q4 2021 in Legg Mason ETF Invt Tr Clearbr (LRGE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr Clearbr (LRGE) during Q4 2021. The information is specifically focused on institutions that hold shares of LEGG MASON ETF INVT TR CLEARBR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
453KNew |
$25.2M - $28.6M
|
453K
$33.8M
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
31.8K+ 82.59% |
$1.77M - $2.01M
|
70.4K
$5.24M
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27.7K+ 4.8% |
$1.54M - $1.75M
|
606K
$45.1M
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.79K+ 16.66% |
$377K - $428K
|
47.6K
$3.54M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.94K+ 10.82% |
$274K - $311K
|
50.5K
$3.77M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.99KNew |
$222K - $251K
|
3.99K
$297K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.8K+ 15.82% |
$211K - $240K
|
27.8K
$2.07M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.8K+ 34.11% |
$211K - $239K
|
14.9K
$1.11M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.55K+ 11.74% |
$197K - $224K
|
33.8K
$2.52M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.38K+ 37.31% |
$188K - $213K
|
12.5K
$927K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.7KNew |
$150K - $170K
|
2.7K
$201K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.45K+ 9.64% |
$136K - $154K
|
27.8K
$2.07M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.4K+ 10.42% |
$133K - $151K
|
25.4K
$1.89M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.59K+ 5.89% |
$88.2K - $100K
|
28.5K
$2.12M
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2KNew |
$66.7K - $75.6K
|
1.2K
$89.4K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 7.66% |
$63.1K - $71.6K
|
16K
$1.19M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.08K+ 8.11% |
$59.7K - $67.7K
|
14.3K
$1.07M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
926+ 121.68% |
$51.5K - $58.3K
|
1.69K
$126K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
770+ 0.14% |
$42.8K - $48.5K
|
551K
$41M
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
647+ 6.37% |
$36K - $40.8K
|
10.8K
$805K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
361New |
$20.1K - $22.7K
|
361
$26.9K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
250+ 7.3% |
$13.9K - $15.8K
|
3.68K
$274K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
196New |
$10.9K - $12.3K
|
196
$14.6K
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
136+ 3.54% |
$7.56K - $8.57K
|
3.97K
$296K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
131New |
$7.28K - $8.25K
|
131
$9.76K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 315.0% |
$3.5K - $3.97K
|
83
$6.18K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$55.6 - $63
|
2
$149
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.66% |
$55.6 - $63
|
152
$11.3K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1- 0.11% |
$55.6 - $63
|
946
$70.5K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-34- 0.39% |
$1.89K - $2.14K
|
8.79K
$655K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-440- 24.38% |
$24.5K - $27.7K
|
1.37K
$102K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-808- 0.23% |
$44.9K - $50.9K
|
350K
$26M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-850- 4.39% |
$47.2K - $53.6K
|
18.5K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.05K- 8.37% |
$58.2K - $66K
|
11.5K
$854K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.47K- 1.29% |
$81.7K - $92.6K
|
113K
$8.41M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.83K- 26.84% |
$213K - $241K
|
10.4K
$777K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.7K- 23.56% |
$593K - $672K
|
34.6K
$2.58M
|