Latest Institutional Transactions on Legg Mason ETF Invt Tr (YLDE)
This table provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr (YLDE) 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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.26KNew |
$289K - $316K
|
6.26K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
312New |
$14.4K - $15.7K
|
312
$16K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44+ 3.57% |
$2.03K - $2.22K
|
1.28K
$65.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-164- 2.29% |
$7.56K - $8.26K
|
7K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.99KNew |
$184K - $201K
|
3.99K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-220- 18.71% |
$10.1K - $11.1K
|
956
$49K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.76K- 0.93% |
$81.2K - $88.8K
|
187K
$9.59M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.06% |
$44.6 - $47.7
|
1.71K
$87.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 13.78% |
$73.8K - $78.9K
|
13.7K
$701K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1K+ 288.78% |
$853K - $911K
|
25.7K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.8K+ 10.34% |
$80.2K - $85.7K
|
19.2K
$984K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.91K+ 213.62% |
$85.4K - $91.2K
|
2.81K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$44.6 - $47.7
|
1
$51.3
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-389- 4.35% |
$17.3K - $18.5K
|
8.55K
$438K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
900+ 10.36% |
$40.1K - $42.9K
|
9.59K
$491K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.66K- 41.33% |
$342K - $365K
|
10.9K
$558K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.31K+ 21.55% |
$371K - $396K
|
46.9K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.23K- 37.76% |
$322K - $344K
|
11.9K
$611K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.99K+ 5.71% |
$267K - $285K
|
111K
$5.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10.1KNew |
$452K - $483K
|
10.1K
$519K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
656+ 5.78% |
$28.9K - $31K
|
12K
$616K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-270- 5.55% |
$11.9K - $12.8K
|
4.6K
$236K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74KNew |
$68.3K - $77.3K
|
1.74K
$89.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.75KNew |
$226K - $256K
|
5.75K
$295K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.22K+ 43.67% |
$49.3K - $52.9K
|
4.02K
$206K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.54K+ 4.3% |
$180K - $192K
|
110K
$5.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.05K+ 17.24% |
$41.7K - $44.5K
|
7.15K
$366K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 6.13% |
$380 - $408
|
173
$8.87K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35+ 1.09% |
$1.33K - $1.43K
|
3.24K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
96New |
$3.64K - $3.91K
|
96
$4.92K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.46KNew |
$50.3K - $59.8K
|
1.46K
$74.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.47% |
$1.04K - $1.23K
|
6.36K
$326K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$69K - $81.9K
|
2K
$103K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
703New |
$24.3K - $29.1K
|
703
$36K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-191- 1.53% |
$6.6K - $7.91K
|
12.3K
$629K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-52Closed |
$1.88K - $2.21K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.44KNew |
$197K - $231K
|
5.44K
$279K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.12K+ 16.27% |
$40.6K - $47.6K
|
8.01K
$410K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.3KClosed |
$963K - $1.06M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$443K - $466K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.64KClosed |
$61.7K - $66.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-305Closed |
$9.67K - $11K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-680Closed |
N/A
|
0
$0
|
|