Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
237KNew |
$3.49M - $4.49M
|
237K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4K+ 117.66% |
$227K - $292K
|
28.5K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.29K+ 109.4% |
$137K - $176K
|
17.8K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.56K+ 26.62% |
$23K - $29.5K
|
7.41K
$144K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
619New |
$9.12K - $11.7K
|
619
$12K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
518New |
$7.64K - $9.82K
|
518
$10.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
312+ 0.46% |
$4.6K - $5.91K
|
68K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-725- 3.8% |
$10.7K - $13.7K
|
18.4K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.27K- 50.0% |
$33.5K - $43.1K
|
2.27K
$44.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.71K- 2.97% |
$39.9K - $51.3K
|
88.4K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.48K- 4.55% |
$80.7K - $104K
|
115K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.31K- 40.99% |
$108K - $139K
|
10.5K
$204K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-9.06K- 6.3% |
$134K - $172K
|
135K
$2.62M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.3K- 2.62% |
$151K - $195K
|
382K
$7.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 2.13% |
$261K - $335K
|
815K
$15.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-164K- 3.19% |
$2.41M - $3.1M
|
4.96M
$96.3M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-254K- 25.36% |
$3.74M - $4.81M
|
746K
$14.5M
|