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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
96New |
$3.64K - $3.91K
|
96
$5.13K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.46KNew |
$50.3K - $59.8K
|
1.46K
$77.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.47% |
$1.04K - $1.23K
|
6.36K
$340K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$69K - $81.9K
|
2K
$107K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
703New |
$24.3K - $29.1K
|
703
$37.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-191- 1.53% |
$6.6K - $7.91K
|
12.3K
$656K
|
|
| 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
$291K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.12K+ 16.27% |
$40.6K - $47.6K
|
8.01K
$428K
|
|
| 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
|
|