Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
177KNew |
$12.8M - $14M
|
177K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28.5KNew |
$2.06M - $2.25M
|
28.5K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
27.3K+ 44.45% |
$1.97M - $2.15M
|
88.6K
$6.85M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
27.2KNew |
$1.96M - $2.14M
|
27.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.5K+ 21.94% |
$902K - $985K
|
69.4K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.79KNew |
$706K - $772K
|
9.79K
$757K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
8.93KNew |
$644K - $704K
|
8.93K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.66KNew |
$625K - $683K
|
8.66K
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
5.29KNew |
$381K - $417K
|
5.29K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 17.71% |
$310K - $339K
|
28.6K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.43KNew |
$247K - $270K
|
3.43K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.8K+ 2.89% |
$130K - $142K
|
64K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.46KNew |
$106K - $115K
|
1.46K
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
790New |
$57K - $62.3K
|
790
$61.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
790+ 0.15% |
$57K - $62.3K
|
529K
$40.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
700New |
$50.5K - $55.2K
|
700
$54.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
353+ 0.91% |
$25.5K - $27.8K
|
39K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
308+ 106.94% |
$22.2K - $24.3K
|
596
$46.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
181New |
$13.1K - $14.3K
|
181
$14K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
151+ 4.75% |
$10.9K - $11.9K
|
3.33K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
138+ 1.77% |
$9.96K - $10.9K
|
7.94K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 6.83% |
$5.48K - $5.99K
|
1.19K
$91.9K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
75New |
$5.41K - $5.91K
|
75
$5.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.04% |
$144 - $158
|
4.5K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 4.84% |
$866 - $946
|
236
$18.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-146- 0.66% |
$10.5K - $11.5K
|
21.8K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-167- 1.85% |
$12.1K - $13.2K
|
8.84K
$683K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-184- 5.6% |
$13.3K - $14.5K
|
3.1K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-290- 7.73% |
$20.9K - $22.9K
|
3.46K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-557- 1.83% |
$40.2K - $43.9K
|
29.9K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-917- 11.16% |
$66.2K - $72.3K
|
7.3K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 3.36% |
$79.2K - $86.5K
|
31.5K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 4.28% |
$107K - $117K
|
33.2K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 10.81% |
$110K - $121K
|
12.6K
$977K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.59K- 8.9% |
$187K - $204K
|
26.5K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.79K- 1.56% |
$346K - $377K
|
301K
$23.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.98K- 42.46% |
$359K - $392K
|
6.74K
$522K
|