Latest Institutional Purchases of Two Rds Shared Tr Anfield Dyna (ADFI)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr Anfield Dyna (ADFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
20.7KNew |
$172K - $177K
|
20.7K
$176K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
258K+ 5.04% |
$2.13M - $2.22M
|
5.37M
$45.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
190K+ 380748.0% |
$1.57M - $1.64M
|
190K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$249K - $259K
|
30.2K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22K+ 10.73% |
$181K - $189K
|
227K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.71K+ 12.4% |
$55.3K - $57.6K
|
60.8K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 9.49% |
$16.3K - $17K
|
22.8K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 198.52% |
$13.3K - $13.8K
|
2.42K
$20.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 21.14% |
$10.6K - $11K
|
7.37K
$62.6K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
216New |
$1.78K - $1.86K
|
216
$1.83K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.95KNew |
$33K - $34.7K
|
3.95K
$33.5K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
419New |
$3.54K - $3.71K
|
419
$3.56K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.42KNew |
$37.3K - $38.1K
|
4.42K
$37.5K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
492New |
$4.15K - $4.24K
|
492
$4.18K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.66KNew |
$77.7K - $83.5K
|
9.66K
$82K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.24KNew |
$42.1K - $45.3K
|
5.24K
$44.5K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.38K+ 2.84% |
$19.9K - $20.7K
|
86.2K
$732K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.87KNew |
$15.2K - $16K
|
1.87K
$15.9K
|
|