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Get Institutions for : 
Western Asset Total Return Etf (WBND)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    1
Total shares held : 
 1,936,441  
% of shares held : 
 33.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 439,388  
% of shares held change : 
   7.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 20,272
 1.05%
 
Increased Positions :
11
 463,974
 23.96%
 
Unchanged Positions :
3
 22,610
 1.17%
 
Decreased Positions :
5
-17,843
-0.92%
 
Closed Positions :
2
-27,015
-1.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 2354 - 2024-03-31 296,104 $5,972,000 -4,107
   ATRIA INVESTMENTS LLC 355 - 2024-03-31 232,120 $4,682,000 1,133
   HANSON MCCLAIN, INC. 209 - 2024-03-31 220,858 $4,455,000 5,204
   Landmark Wealth Management LLC 19 - 2024-03-31 171,036 $3,450,000 8,182
   BANK OF NEW YORK MELLON CORP 2576 - 2024-03-31 142,485 $2,874,000 21,671
   LPL FINANCIAL CORP 2461 - 2024-03-31 104,105 $2,100,000 -425,702
   JANE STREET GROUP LLC 2456 - 2024-03-31 83,104 $1,676,000 41,504
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 99 - 2024-03-31 74,685 $1,506,000 11,737
   MORGAN STANLEY 4630 - 2024-03-31 70,391 $1,420,000 -5,703
   ROYAL BANK OF CANADA 2905 - 2024-03-31 55,636 $1,122,000 9,783
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 418 - 2024-03-31 29,747 $600,000 10,769
   Bill Few Associates Inc. 97 - 2024-03-31 21,178 $427,000 750
   MERCER GLOBAL ADVISORS INC /ADV 1394 - 2024-03-31 20,059 $405,000 -11,243
   FLOW TRADERS U.S. LLC 504 *New 2024-03-31 18,502 $373,000 18,502
   Verum Partners LLC 145 - 2024-03-31 10,572 $213,000 2
   Advisor Group Holdings Inc. 4754 - 2024-03-31 2,234 $45,000 52
   UBS Group AG 5470 *New 2024-03-31 1,691 $34,000 1,691
   American Capital Advisory LLC 348 - 2024-03-31 163 $3,000 -10
   Global Retirement Partners LLC 2615 - 2024-03-31 156 $3,000 29
   ENVESTNET ASSET MANAGEMENT INC 4139 *Closed 2024-03-31 0 $0 -16,977
   Financial Advocates Investment Management 774 *Closed 2024-03-31 0 $0 -35,873
   HARBOUR INVESTMENTS INC. 3158 *New 2023-12-31 22 $0 22
   WELLS FARGO & CO/MN 6841 - 2024-03-31 1 $0 -3,479
   PARK AVENUE SECURITIES LLC 1395 *Closed 2024-03-31 0 $0 -9,680
   PROEQUITIES INC. 9999 - 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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