Purchases and Sales Made in Q1 2025 in Two Rds Shared Tranfield Us Eq (AESR)
This table provides information about the institutional ownership of Two Rds Shared Tranfield Us Eq (AESR) during Q1 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TRANFIELD US EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
168K+ 3.39% |
$2.71M - $3.09M
|
5.13M
$92M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
120K+ 194146.77% |
$1.94M - $2.21M
|
120K
$2.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
67.7KNew |
$1.09M - $1.24M
|
67.7K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
19.9K+ 2.45% |
$320K - $365K
|
833K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7KNew |
$187K - $214K
|
11.7K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.06K+ 1865.97% |
$130K - $148K
|
8.49K
$152K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.55KNew |
$73.1K - $83.5K
|
4.55K
$81.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.07K+ 22.25% |
$17.1K - $19.6K
|
5.85K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
202+ 1.57% |
$3.25K - $3.71K
|
13.1K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49+ 0.26% |
$788 - $900
|
19.1K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-147- 0.16% |
$2.36K - $2.7K
|
91.1K
$1.63M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-396- 0.1% |
$6.37K - $7.27K
|
392K
$7.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.6K- 16.78% |
$57.8K - $66K
|
17.8K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-5.08K- 3.41% |
$81.7K - $93.3K
|
144K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.7K- 6.81% |
$461K - $527K
|
392K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-57.9K- 5.47% |
$931K - $1.06M
|
1M
$17.9M
|