Purchases and Sales Made in Q3 2024 in Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF) during Q3 2024. 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 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
151K+ 8.79% |
$5.53M - $6.24M
|
1.87M
$82.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.9K+ 41.35% |
$1.5M - $1.69M
|
140K
$6.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 19.02% |
$867K - $979K
|
148K
$6.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 1.45% |
$411K - $464K
|
783K
$34.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.6KNew |
$315K - $356K
|
8.6K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82KNew |
$213K - $241K
|
5.82K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.76KNew |
$211K - $238K
|
5.76K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.22KNew |
$191K - $216K
|
5.22K
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.12K+ 22.97% |
$188K - $212K
|
27.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 5.59% |
$129K - $145K
|
66.2K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.86K+ 10.0% |
$105K - $118K
|
31.4K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1KNew |
$36.8K - $41.5K
|
1K
$44.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
672+ 3.17% |
$24.6K - $27.8K
|
21.9K
$962K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
656+ 3.09% |
$24.1K - $27.1K
|
21.9K
$963K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135New |
$4.95K - $5.59K
|
135
$5.94K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-121- 1.1% |
$4.44K - $5.01K
|
10.9K
$481K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-329- 0.34% |
$12.1K - $13.6K
|
97.7K
$4.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-386- 0.38% |
$14.2K - $16K
|
99.9K
$4.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-509- 2.26% |
$18.7K - $21.1K
|
22K
$967K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-758- 0.68% |
$27.8K - $31.4K
|
111K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-969- 2.37% |
$35.5K - $40.1K
|
40K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.89K- 70.97% |
$106K - $119K
|
1.18K
$51.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.08K- 26.51% |
$260K - $293K
|
19.6K
$864K
|