Latest Institutional Sells of Two Rds Shared Tranfield Us Eq (AESR)
This list provides information on the latest institutional transactions involving Two Rds Shared Tranfield Us Eq (AESR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-42K- 3.76% |
$641K - $714K
|
1.07M
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.87K- 1.6% |
$105K - $117K
|
423K
$7.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.23K- 12.71% |
$64.5K - $71.8K
|
29K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.34K- 14.25% |
$50.9K - $56.7K
|
20.1K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-2.05K- 4.47% |
$31.2K - $34.8K
|
43.8K
$757K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-382- 1.94% |
$5.83K - $6.49K
|
19.3K
$335K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.14K- 15.64% |
$42.1K - $48.9K
|
16.9K
$293K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.07K- 5.45% |
$47.3K - $56.6K
|
70.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.54K- 9.22% |
$17.8K - $21.4K
|
15.1K
$262K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-154- 16.87% |
$1.66K - $2.07K
|
759
$13.1K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.8KClosed |
$280K - $321K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-12.6KClosed |
$160K - $172K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.5KClosed |
$229K - $245K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 20, 2021
Q4 2020
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$138K - $156K
|
0
$0
|
|