Latest Institutional Transactions on Two Rds Shared Tr (LSAF)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr (LSAF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.78K- 14.44% |
$128K - $148K
|
22.4K
$840K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-739K- 37.84% |
$25.1M - $28.9M
|
1.21M
$45.5M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 3.23% |
$146K - $168K
|
129K
$4.82M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 5.32% |
$111K - $128K
|
64.8K
$2.43M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.11K- 5.7% |
$275K - $318K
|
134K
$5.03M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.99K- 8.31% |
$135K - $156K
|
44K
$1.65M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.71K- 11.09% |
$92K - $106K
|
21.7K
$815K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.27K- 3.23% |
$111K - $128K
|
98.1K
$3.68M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-671- 2.86% |
$22.7K - $26.3K
|
22.8K
$855K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5KNew |
$170K - $196K
|
5K
$188K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.47K- 34.31% |
$151K - $175K
|
8.55K
$321K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.19K+ 0.36% |
$108K - $125K
|
879K
$32.9M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.42K+ 26.64% |
$150K - $173K
|
21K
$788K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.28K- 2.2% |
$77.1K - $89.1K
|
101K
$3.8M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-645- 2.7% |
$21.9K - $25.3K
|
23.2K
$871K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.39K- 19.17% |
$81.1K - $93.7K
|
10.1K
$378K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
215+ 0.19% |
$7.29K - $8.42K
|
111K
$4.16M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
425+ 2.03% |
$14.4K - $16.6K
|
21.4K
$802K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.98K- 10.4% |
$135K - $156K
|
34.3K
$1.29M
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-15- 0.13% |
$509 - $588
|
11.7K
$437K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.39K- 41.71% |
$192K - $223K
|
8.92K
$335K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$378K - $438K
|
12.6K
$471K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.57K- 5.91% |
$47.3K - $54.7K
|
25K
$937K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.5K- 17.98% |
$1.02M - $1.08M
|
148K
$5.56M
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-36.8K- 4.77% |
$1.15M - $1.22M
|
735K
$27.6M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 6.05% |
$12.7K - $13.4K
|
7.08K
$265K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.07K- 19.0% |
$65K - $68.7K
|
8.84K
$332K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.3KNew |
$443K - $486K
|
15.3K
$573K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.23M
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
305New |
$8.71K - $10K
|
305
$11.4K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
848+ 0.54% |
$25.1K - $27.2K
|
157K
$5.9M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$64.7K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
666New |
N/A
|
666
$25K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
152KNew |
N/A
|
152K
$5.72M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
263New |
N/A
|
263
$9.86K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.52% |
N/A
|
193
$7.24K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.58K- 72.61% |
N/A
|
596
$22.3K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-744Closed |
N/A
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
3.29K+ 3.61% |
N/A
|
94.4K
$3.54M
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206- 23.76% |
N/A
|
661
$24.8K
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.7KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.57KClosed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.46KClosed |
N/A
|
0
$0
|