Purchases and Sales Made in Q3 2025 in Legg Mason ETF Invt Tr (YLDE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr (YLDE) during Q3 2025. The information is specifically focused on institutions that hold shares of LEGG MASON ETF INVT TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
244KNew |
$12.6M - $13.4M
|
244K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
35.4KNew |
$1.83M - $1.94M
|
35.4K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 16.57% |
$1.29M - $1.37M
|
176K
$9.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18KNew |
$928K - $983K
|
18K
$960K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 122.82% |
$812K - $859K
|
28.5K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 53.09% |
$686K - $726K
|
38.3K
$2.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.6KNew |
$598K - $632K
|
11.6K
$618K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9.64KNew |
$498K - $527K
|
9.64K
$515K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.67KNew |
$396K - $419K
|
7.67K
$410K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
6.19KNew |
$320K - $339K
|
6.19K
$331K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.03K+ 33.03% |
$208K - $220K
|
16.2K
$867K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.79KNew |
$196K - $207K
|
3.79K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.55K+ 546.15% |
$183K - $194K
|
4.2K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.25K+ 10.52% |
$168K - $178K
|
34.2K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.87K+ 23.76% |
$96.4K - $102K
|
9.71K
$519K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.74K+ 0.97% |
$89.7K - $94.9K
|
180K
$9.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
173+ 1.86% |
$8.94K - $9.46K
|
9.48K
$507K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
135+ 1.87% |
$6.98K - $7.38K
|
7.37K
$394K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
133New |
$6.87K - $7.27K
|
133
$7.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
49New |
$2.53K - $2.68K
|
49
$2.62K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 2.83% |
$1.76K - $1.86K
|
1.23K
$65.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.23% |
$258 - $273
|
2.18K
$116K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-800- 5.71% |
$41.3K - $43.8K
|
13.2K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.02K- 50.21% |
$104K - $110K
|
2K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 16.3% |
$779K - $824K
|
77.4K
$4.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-250K- 27.96% |
$12.9M - $13.7M
|
644K
$34.4M
|
|