Purchases and Sales Made in Q1 2022 in Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF) during Q1 2022. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
106KNew |
$3.26M - $3.77M
|
106K
$4.68M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.7K+ 8.75% |
$1.67M - $1.93M
|
679K
$29.9M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38.9KNew |
$1.19M - $1.38M
|
38.9K
$1.71M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.8KNew |
$942K - $1.09M
|
30.8K
$1.35M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 19.48% |
$814K - $942K
|
163K
$7.18M
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
23K+ 2.2% |
$705K - $816K
|
1.07M
$47.1M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.1KNew |
$615K - $712K
|
20.1K
$884K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.8K+ 19.04% |
$422K - $488K
|
86.2K
$3.79M
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.95KNew |
$243K - $282K
|
7.95K
$350K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.49K+ 1.8% |
$137K - $159K
|
255K
$11.2M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
3.4K+ 3.88% |
$104K - $120K
|
91.1K
$4.01M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.99KNew |
$91.5K - $106K
|
2.99K
$132K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.89K+ 38.81% |
$88.3K - $102K
|
10.3K
$454K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.18KNew |
$66.6K - $77K
|
2.18K
$95.7K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 14300.0% |
$39.4K - $45.6K
|
1.3K
$57K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
242+ 2.24% |
$7.41K - $8.57K
|
11.1K
$487K
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
192New |
$5.88K - $6.8K
|
192
$8.45K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
29New |
$888 - $1.03K
|
29
$1.28K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$61.2 - $70.8
|
22.7K
$997K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-513- 40.81% |
$15.7K - $18.2K
|
744
$32.7K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.63K- 34.73% |
$234K - $270K
|
14.3K
$631K
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1KClosed |
$309K - $357K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.2KClosed |
$311K - $360K
|
0
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.2K- 26.7% |
$434K - $502K
|
38.9K
$1.71M
|