Latest Institutional Purchases of Legg Mason ETF Invt Tr (YLDE)
This list provides information on the latest institutional transactions involving Legg Mason ETF Invt Tr (YLDE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.99KNew |
$184K - $201K
|
3.99K
$205K
|
|
|
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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1K+ 288.78% |
$853K - $911K
|
25.7K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10.1KNew |
$452K - $483K
|
10.1K
$519K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.31K+ 21.55% |
$371K - $396K
|
46.9K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.99K+ 5.71% |
$267K - $285K
|
111K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.91K+ 213.62% |
$85.4K - $91.2K
|
2.81K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.8K+ 10.34% |
$80.2K - $85.7K
|
19.2K
$984K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 13.78% |
$73.8K - $78.9K
|
13.7K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
900+ 10.36% |
$40.1K - $42.9K
|
9.59K
$491K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
656+ 5.78% |
$28.9K - $31K
|
12K
$616K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.75KNew |
$226K - $256K
|
5.75K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74KNew |
$68.3K - $77.3K
|
1.74K
$89.2K
|
|
| 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 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
96New |
$3.64K - $3.91K
|
96
$4.92K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35+ 1.09% |
$1.33K - $1.43K
|
3.24K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 6.13% |
$380 - $408
|
173
$8.87K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$69K - $81.9K
|
2K
$103K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.46KNew |
$50.3K - $59.8K
|
1.46K
$74.8K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
703New |
$24.3K - $29.1K
|
703
$36K
|
|
| Q2 2022 | |||||||
|
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
|
|