Purchases and Sales Made in Q4 2023 in Legg Mason ETF Invt Tr (YLDE)
This table provides information about the institutional ownership of Legg Mason ETF Invt Tr (YLDE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
124K+ 2185.09% |
$4.88M - $5.53M
|
130K
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 137.6% |
$614K - $696K
|
27K
$1.39M
|
|
|
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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 30.87% |
$105K - $119K
|
11.4K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.36K+ 5.21% |
$92.6K - $105K
|
47.7K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.74KNew |
$68.3K - $77.3K
|
1.74K
$89.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.23K+ 1.22% |
$48.2K - $54.6K
|
102K
$5.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
352New |
$13.8K - $15.6K
|
352
$18.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
124+ 0.68% |
$4.87K - $5.51K
|
18.3K
$937K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.33% |
$157 - $178
|
1.21K
$62K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.18% |
$118 - $133
|
1.71K
$87.9K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.18% |
$118 - $133
|
1.71K
$87.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-115- 0.61% |
$4.51K - $5.11K
|
18.8K
$962K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-187- 0.98% |
$7.34K - $8.31K
|
18.8K
$965K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-187- 47.95% |
$7.34K - $8.31K
|
203
$10.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.34K- 21.6% |
$52.6K - $59.5K
|
4.87K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.2K- 58.91% |
$1.03M - $1.16M
|
18.3K
$937K
|