Purchases and Sales Made in Q1 2025 in Two Rds Shared Tr Regents Pk H (RPHS)
This table provides information about the institutional ownership of Two Rds Shared Tr Regents Pk H (RPHS) during Q1 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR REGENTS PK H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
164K+ 213.97% |
$1.6M - $1.72M
|
240K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 19.6% |
$238K - $257K
|
149K
$1.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.2KNew |
$207K - $223K
|
21.2K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.83K+ 4.16% |
$86.1K - $92.9K
|
221K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.97KNew |
$29K - $31.3K
|
2.97K
$29.8K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.71K+ 3.83% |
$26.4K - $28.5K
|
73.5K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.09KNew |
$20.3K - $21.9K
|
2.09K
$20.9K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 6.21% |
$14K - $15.1K
|
24.6K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.12K+ 21.93% |
$10.9K - $11.8K
|
6.21K
$62.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
380New |
$3.71K - $4K
|
380
$3.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-181- 20.0% |
$1.76K - $1.9K
|
724
$7.25K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-231- 1.49% |
$2.25K - $2.43K
|
15.3K
$153K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-362- 50.0% |
$3.53K - $3.81K
|
362
$3.62K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-632- 5.75% |
$6.16K - $6.65K
|
10.4K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.28K- 9.68% |
$51.5K - $55.5K
|
49.3K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-9.7K- 8.63% |
$94.6K - $102K
|
103K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.3K- 57.17% |
$178K - $192K
|
13.7K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.4K- 47.62% |
$355K - $383K
|
40.1K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55.2K- 1.21% |
$538K - $580K
|
4.52M
$45.2M
|