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Legg Mason ETF Invt TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
INCREASED
Shares275,060 from 270,574
Change+4,486 (+2%)
Value$14.3M (+$1.6M)
Filed 2024-10-17
Stifel Financial Corp
INCREASED
Shares137,145 from 122,544
Change+14,601 (+12%)
Value$7.1M (+$1.4M)
Filed 2024-05-14
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares97,837 from 94,648
Change+3,189 (+3%)
Value$5.1M (+$635.6K)
Filed 2024-04-22
Janney Montgomery Scott LLC
DECREASED
Shares90,003 from 95,702
Change-5,699 (-6%)
Value$4.7K (+$178)
Filed 2024-05-01
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares62,512 from 69,447
Change-6,935 (-10%)
Value$3.3K (-$16)
Filed 2024-04-24
Royal Bank of Canada
INCREASED
Shares58,649 from 46,232
Change+12,417 (+27%)
Value$3.1M (+$876.0K)
Filed 2024-11-05
Barnes Pettey Financial Advisors, LLC
DECREASED
Shares55,664 from 57,145
Change-1,481 (-3%)
Value$2.9M (+$206.3K)
Filed 2024-05-06
Envestnet Asset Management Inc
DECREASED
Shares51,231 from 53,202
Change-1,971 (-4%)
Value$2.7M (+$161.3K)
Filed 2024-05-13
UBS Group AG
INCREASED
Shares44,315 from 44,270
Change+45 (+0%)
Value$2.3M (+$222.0K)
Filed 2024-05-13
Susquehanna International Group, LLP
INCREASED
Shares35,899 from 13,600
Change+22,299 (+164%)
Value$1.9M (+$1.2M)
Filed 2024-05-07
Truist Financial Corp
DECREASED
Shares31,490 from 36,942
Change-5,452 (-15%)
Value$1.6M (-$100.7K)
Filed 2024-05-13
IHT Wealth Management, LLC
DECREASED
Shares31,185 from 32,357
Change-1,172 (-4%)
Value$1.6M (+$99.5K)
Filed 2024-05-15
LPL Financial LLC
DECREASED
Shares30,494 from 41,436
Change-10,942 (-26%)
Value$1.6M (-$364.3K)
Filed 2024-05-10
Arden Trust Co
DECREASED
Shares28,617 from 32,670
Change-4,053 (-12%)
Value$1.5M (-$49.0K)
Filed 2024-04-03
H D Vest Advisory Services
DECREASED
Shares25,139 from 25,220
Change-81 (0%)
Value$1.3M (+$120.8K)
Filed 2024-05-08
Cetera Investment Advisers
NEW
Shares21,381
Change+21,381
Value$1.1M
Filed 2024-05-24
Gladstone Institutional Advisory LLC
UNCHANGED
Shares18,500 from 18,500
Change0 (0%)
Value$963.5K (+$91.8K)
Filed 2024-05-14
Private Advisor Group, LLC
DECREASED
Shares17,891 from 18,066
Change-175 (-1%)
Value$931.8K (+$80.5K)
Filed 2024-04-30
NewEdge Advisors, LLC
DECREASED
Shares16,434 from 21,751
Change-5,317 (-24%)
Value$855.9K (-$169.0K)
Filed 2024-05-14
Raymond James & Associates
DECREASED
Shares15,438 from 15,701
Change-263 (-2%)
Value$804.0K (+$64.2K)
Filed 2024-04-22
Stephens Inc
UNCHANGED
Shares11,547 from 11,547
Change0 (0%)
Value$601.4K (+$57.3K)
Filed 2024-05-15
Citadel Advisors LLC
NEW
Shares8,296
Change+8,296
Value$432.1K
Filed 2024-05-15
Central Trust Co
DECREASED
Shares8,196 from 8,403
Change-207 (-2%)
Value$426.9K (+$30.9K)
Filed 2024-04-24
PFG Investments, LLC
NEW
Shares6,810
Change+6,810
Value$354.7K
Filed 2024-04-22
Wedbush Securities Inc
DECREASED
Shares6,240 from 6,740
Change-500 (-7%)
Value$325 (+$7)
Filed 2024-05-15
Creative Planning
DECREASED
Shares5,997 from 6,746
Change-749 (-11%)
Value$312.3K (-$5.6K)
Filed 2024-05-13
Townsend Asset Management Corp
INCREASED
Shares5,345 from 4,270
Change+1,075 (+25%)
Value$278.3K (+$77.1K)
Filed 2024-04-29
Investment Partners Asset Management, Inc.
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$276.0K (+$26.3K)
Filed 2024-04-15
Prospera Financial Services Inc
INCREASED
Shares4,738 from 4,734
Change+4 (+0%)
Value$246.9K (+$23.8K)
Filed 2024-08-13
Atlas Private Wealth Advisors
DECREASED
Shares4,100 from 9,190
Change-5,090 (-55%)
Value$213.5K (-$219.5K)
Filed 2024-05-06
Osaic Holdings, Inc.
DECREASED
Shares3,890 from 4,187
Change-297 (-7%)
Value$202.6K (+$5.3K)
Filed 2024-05-10
Northwestern Mutual Wealth Management Co
DECREASED
Shares647 from 1,083
Change-436 (-40%)
Value$33.7K (-$17.3K)
Filed 2024-05-15
Sunbelt Securities, Inc.
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$25.9K (+$2.5K)
Filed 2024-04-15
Lanark Financial, Inc.
DECREASED
Shares450 from 600
Change-150 (-25%)
Value$23 (-$5)
Filed 2024-04-05
JPMorgan Chase & Co
NEW
Shares341
Change+341
Value$17.8K
Filed 2024-12-26
Legacy Bridge, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.4K (+$993)
Filed 2024-04-25
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.4K (+$992)
Filed 2024-05-15
Wells Fargo & Company
INCREASED
Shares101 from 15
Change+86 (+573%)
Value$5.2K (+$4.5K)
Filed 2024-05-10
Comerica Bank
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$365 (+$35)
Filed 2024-05-16
Cetera Advisor Networks LLC
CLOSED
Shares0 from 20,461
Change-20,461 (-100%)
Value$0 (-$964.1K)
Filed 2024-05-24
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
Morgan Stanley
INCREASED275,060270,574+4,486+2%$12.7M$14.3M+$1.6M2024-10-17
Stifel Financial Corp
INCREASED137,145122,544+14,601+12%$5.8M$7.1M+$1.4M2024-05-14
Raymond James Financial Services Advisors, Inc.
INCREASED97,83794,648+3,189+3%$4.5M$5.1M+$635.6K2024-04-22
Janney Montgomery Scott LLC
DECREASED90,00395,702-5,699-6%$4.5K$4.7K+$1782024-05-01
Cambridge Investment Research Advisors, Inc.
DECREASED62,51269,447-6,935-10%$3.3K$3.3K-$162024-04-24
Royal Bank of Canada
INCREASED58,64946,232+12,417+27%$2.2M$3.1M+$876.0K2024-11-05
Barnes Pettey Financial Advisors, LLC
DECREASED55,66457,145-1,481-3%$2.7M$2.9M+$206.3K2024-05-06
Envestnet Asset Management Inc
DECREASED51,23153,202-1,971-4%$2.5M$2.7M+$161.3K2024-05-13
UBS Group AG
INCREASED44,31544,270+45+0%$2.1M$2.3M+$222.0K2024-05-13
Susquehanna International Group, LLP
INCREASED35,89913,600+22,299+164%$640.8K$1.9M+$1.2M2024-05-07
Truist Financial Corp
DECREASED31,49036,942-5,452-15%$1.7M$1.6M-$100.7K2024-05-13
IHT Wealth Management, LLC
DECREASED31,18532,357-1,172-4%$1.5M$1.6M+$99.5K2024-05-15
LPL Financial LLC
DECREASED30,49441,436-10,942-26%$2.0M$1.6M-$364.3K2024-05-10
Arden Trust Co
DECREASED28,61732,670-4,053-12%$1.5M$1.5M-$49.0K2024-04-03
H D Vest Advisory Services
DECREASED25,13925,220-810%$1.2M$1.3M+$120.8K2024-05-08
Cetera Investment Advisers
NEW21,381—+21,381——$1.1M—2024-05-24
Gladstone Institutional Advisory LLC
UNCHANGED18,50018,50000%$871.7K$963.5K+$91.8K2024-05-14
Private Advisor Group, LLC
DECREASED17,89118,066-175-1%$851.3K$931.8K+$80.5K2024-04-30
NewEdge Advisors, LLC
DECREASED16,43421,751-5,317-24%$1.0M$855.9K-$169.0K2024-05-14
Raymond James & Associates
DECREASED15,43815,701-263-2%$739.8K$804.0K+$64.2K2024-04-22
Stephens Inc
UNCHANGED11,54711,54700%$544.1K$601.4K+$57.3K2024-05-15
Citadel Advisors LLC
NEW8,296—+8,296——$432.1K—2024-05-15
Central Trust Co
DECREASED8,1968,403-207-2%$396.0K$426.9K+$30.9K2024-04-24
PFG Investments, LLC
NEW6,810—+6,810——$354.7K—2024-04-22
Wedbush Securities Inc
DECREASED6,2406,740-500-7%$318$325+$72024-05-15
Creative Planning
DECREASED5,9976,746-749-11%$317.9K$312.3K-$5.6K2024-05-13
Townsend Asset Management Corp
INCREASED5,3454,270+1,075+25%$201.2K$278.3K+$77.1K2024-04-29
Investment Partners Asset Management, Inc.
UNCHANGED5,3005,30000%$249.7K$276.0K+$26.3K2024-04-15
Prospera Financial Services Inc
INCREASED4,7384,734+4+0%$223.1K$246.9K+$23.8K2024-08-13
Atlas Private Wealth Advisors
DECREASED4,1009,190-5,090-55%$433.0K$213.5K-$219.5K2024-05-06
Osaic Holdings, Inc.
DECREASED3,8904,187-297-7%$197.3K$202.6K+$5.3K2024-05-10
Northwestern Mutual Wealth Management Co
DECREASED6471,083-436-40%$51.0K$33.7K-$17.3K2024-05-15
Sunbelt Securities, Inc.
UNCHANGED49849800%$23.5K$25.9K+$2.5K2024-04-15
Lanark Financial, Inc.
DECREASED450600-150-25%$28$23-$52024-04-05
JPMorgan Chase & Co
NEW341—+341——$17.8K—2024-12-26
Legacy Bridge, LLC
UNCHANGED20020000%$9.4K$10.4K+$9932024-04-25
Steward Partners Investment Advisory, LLC
UNCHANGED20020000%$9.4K$10.4K+$9922024-05-15
Wells Fargo & Company
INCREASED10115+86+573%$694$5.2K+$4.5K2024-05-10
Comerica Bank
UNCHANGED7700%$330$365+$352024-05-16
Cetera Advisor Networks LLC
CLOSED020,461-20,461-100%$964.1K$0-$964.1K2024-05-24
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 41 of 41 institutions