Latest Institutional Transactions on Legg Mason ETF Invt Tr Westn A (WBND)
This table provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr Westn A (WBND) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.39K+ 1.53% |
$47K - $50K
|
159K
$3.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
17.8K+ 7.81% |
$350K - $373K
|
245K
$4.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.02% |
$39.3 - $41.9
|
10.4K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.72KNew |
$191K - $204K
|
9.72K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-693- 3.21% |
$13.6K - $14.5K
|
20.9K
$419K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 18.74% |
$256K - $266K
|
57.2K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 28.49% |
$308K - $320K
|
39.8K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.79K- 80.08% |
$34.7K - $36.1K
|
445
$8.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.34K- 3.59% |
$162K - $168K
|
224K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.61K- 95.15% |
$31.2K - $32.5K
|
82
$1.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.4K+ 6.22% |
$357K - $371K
|
315K
$6.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.49K- 22.38% |
$87.2K - $90.6K
|
15.6K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 22.47% |
$454K - $472K
|
128K
$2.56M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 6.13% |
$194 - $202
|
173
$3.47K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-43- 27.56% |
$835 - $867
|
113
$2.27K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.6K+ 23.56% |
$341K - $355K
|
92.3K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8K+ 36.3% |
$210K - $218K
|
40.5K
$814K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.5KNew |
$368K - $381K
|
18.5K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.5K+ 99.77% |
$826K - $854K
|
83.1K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.48K- 99.97% |
$69.2K - $71.6K
|
1
$20.1
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22New |
$412 - $456
|
22
$442
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.73K- 9.23% |
$32.3K - $35.8K
|
17K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6K+ 53.84% |
$235K - $260K
|
35.9K
$720K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.68KNew |
$181K - $201K
|
9.68K
$194K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.3K- 57.83% |
$431K - $460K
|
16.3K
$327K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-39.9K- 78.81% |
$768K - $820K
|
10.7K
$215K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
516+ 49.9% |
$10.5K - $10.8K
|
1.55K
$31.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.16% |
$325 - $334
|
10.1K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.14K- 40.45% |
$84K - $86.5K
|
6.09K
$122K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
77+ 8.44% |
$1.53K - $1.64K
|
989
$19.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 27.11% |
$75.6K - $80.8K
|
17.8K
$357K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
113New |
$2.11K - $2.34K
|
113
$2.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78KNew |
$1.45M - $1.62M
|
78K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
137New |
$2.56K - $2.84K
|
137
$2.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 2.57% |
$20.6K - $22.9K
|
41.9K
$842K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
598New |
$11.2K - $12.4K
|
598
$12K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-163K- 92.94% |
$3.05M - $3.39M
|
12.4K
$249K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1K+ 112.67% |
$370K - $418K
|
36.1K
$725K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 52.58% |
$20.7K - $23.4K
|
965
$19.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-28.6K- 92.3% |
$554K - $625K
|
2.39K
$48K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.3KClosed |
$190K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-9.63KClosed |
$197K - $219K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
128+ 0.7% |
$2.62K - $2.91K
|
18.5K
$372K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.1K+ 1.92% |
$248K - $276K
|
644K
$12.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.74KClosed |
$178K - $199K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.21K- 43.91% |
$188K - $210K
|
11.8K
$236K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-68.1K- 45.71% |
$1.39M - $1.55M
|
80.9K
$1.62M
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-611KClosed |
$12.5M - $13.9M
|
0
$0
|
|