Purchases and Sales Made in Q2 2023 in Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
42K+ 3.38% |
$1.22M - $1.33M
|
1.28M
$56.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.4K+ 5.83% |
$910K - $997K
|
570K
$25.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 3.75% |
$867K - $950K
|
827K
$36.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1KNew |
$583K - $639K
|
20.1K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.3KNew |
$443K - $486K
|
15.3K
$676K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.69K+ 22.34% |
$194K - $213K
|
36.7K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.29K+ 5.99% |
$182K - $200K
|
111K
$4.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.33K+ 4.76% |
$154K - $169K
|
117K
$5.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.37K+ 1237.5% |
$97.5K - $107K
|
3.64K
$161K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 2.04% |
$93.4K - $102K
|
161K
$7.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 3.88% |
$47.5K - $52.1K
|
43.9K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.51K+ 3.48% |
$43.8K - $48K
|
44.9K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.22% |
$33K - $36.2K
|
52.4K
$2.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
842+ 8.11% |
$24.4K - $26.8K
|
11.2K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
762+ 7.07% |
$22.1K - $24.2K
|
11.5K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
462+ 4.42% |
$13.4K - $14.7K
|
10.9K
$482K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
369+ 1.55% |
$10.7K - $11.7K
|
24.1K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87+ 0.7% |
$2.52K - $2.76K
|
12.4K
$549K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.38% |
$724 - $794
|
6.67K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.44K- 5.49% |
$41.7K - $45.7K
|
24.8K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 1.26% |
$57.4K - $62.9K
|
155K
$6.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.8K- 8.52% |
$488K - $535K
|
181K
$7.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-23.3K- 2.93% |
$675K - $741K
|
772K
$34.1M
|