Purchases and Sales Made in Q3 2022 in Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
152KNew |
$4.02M - $4.79M
|
152K
$6.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 54.5% |
$3.11M - $3.71M
|
334K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
49K+ 6.91% |
$1.29M - $1.54M
|
759K
$33.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
45.2K+ 3.85% |
$1.19M - $1.42M
|
1.22M
$53.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
31.8K+ 25.48% |
$839K - $998K
|
156K
$6.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.7K+ 34.0% |
$626K - $745K
|
93.4K
$4.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 5.31% |
$346K - $412K
|
260K
$11.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.77K+ 48.79% |
$152K - $181K
|
17.6K
$777K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.92K+ 10.21% |
$130K - $154K
|
53.1K
$2.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.92K+ 10.21% |
$130K - $154K
|
53.1K
$2.35M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 7.62% |
$75.7K - $90.1K
|
40.5K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73KNew |
$45.5K - $54.2K
|
1.73K
$76.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
666New |
$17.6K - $20.9K
|
666
$29.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
263New |
$6.94K - $8.26K
|
263
$11.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
228+ 2.41% |
$6.02K - $7.16K
|
9.68K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89+ 0.71% |
$2.35K - $2.8K
|
12.7K
$561K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
68+ 0.28% |
$1.8K - $2.14K
|
24.4K
$1.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-929- 23.57% |
$24.5K - $29.2K
|
3.01K
$133K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 13.32% |
$275K - $328K
|
67.9K
$3M
|