Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
149KNew |
$2.51M - $2.7M
|
149K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
124K+ 2.56% |
$2.09M - $2.24M
|
4.96M
$90.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
91.3KNew |
$1.54M - $1.65M
|
91.3K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.79KNew |
$80.7K - $86.6K
|
4.79K
$87.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.9KNew |
$65.7K - $70.6K
|
3.9K
$71.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.69K+ 0.46% |
$62.2K - $66.8K
|
813K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
355+ 2.83% |
$5.98K - $6.42K
|
12.9K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
75+ 21.01% |
$1.26K - $1.36K
|
432
$7.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62New |
$1.04K - $1.12K
|
62
$1.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-282- 1.46% |
$4.75K - $5.1K
|
19.1K
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.71K- 3.91% |
$28.8K - $30.9K
|
42.1K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.74K- 8.65% |
$29.3K - $31.4K
|
18.3K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.16K- 0.51% |
$36.4K - $39.1K
|
421K
$7.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.6K- 26.18% |
$128K - $137K
|
21.4K
$392K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-17.1K- 1.59% |
$288K - $309K
|
1.06M
$19.3M
|