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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.93K- 9.33% |
$119K - $130K
|
28.5K
$1.14M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
210New |
$8.51K - $9.29K
|
210
$8.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 5.5% |
$43.8K - $47.8K
|
20.7K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.88K- 4.35% |
$117K - $127K
|
63.3K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$544K - $594K
|
13.4K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.48K- 11.33% |
$100K - $110K
|
19.4K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 1297.37% |
$620K - $677K
|
16.5K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-205K- 11.0% |
$8.31M - $9.08M
|
1.66M
$66.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.1KNew |
$694K - $758K
|
17.1K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.45K- 3.0% |
$180K - $197K
|
144K
$5.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
451New |
$18.3K - $20K
|
451
$18K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60.1K- 43.01% |
$2.44M - $2.66M
|
79.6K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.08K- 18.52% |
$206K - $225K
|
22.3K
$894K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23K+ 8.04% |
$49.8K - $54.4K
|
16.5K
$661K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.6K- 1.61% |
$510K - $556K
|
771K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.02K- 5.03% |
$203K - $222K
|
94.9K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55+ 0.25% |
$2.23K - $2.43K
|
21.9K
$877K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-599- 6.97% |
$24.3K - $26.5K
|
8K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.8K- 15.09% |
$679K - $742K
|
94.3K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.92K- 5.04% |
$200K - $218K
|
92.8K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.16K- 5.29% |
$47.1K - $51.5K
|
20.8K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-726- 1.82% |
$29.4K - $32.1K
|
39.3K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.11KNew |
$44.8K - $48.9K
|
1.11K
$44.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9+ 0.08% |
$365 - $398
|
10.9K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.12K- 43.24% |
$167K - $182K
|
5.41K
$216K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82KNew |
$213K - $241K
|
5.82K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.76KNew |
$211K - $238K
|
5.76K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135New |
$4.95K - $5.59K
|
135
$5.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.22KNew |
$191K - $216K
|
5.22K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1KNew |
$36.8K - $41.5K
|
1K
$40.1K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97New |
$3.53K - $3.78K
|
97
$3.88K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.6KNew |
$1.95M - $2.09M
|
53.6K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91+ 23.45% |
$3.32K - $3.54K
|
479
$19.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$47.5K - $50.8K
|
1.3K
$52.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.78K- 14.44% |
$128K - $148K
|
22.4K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.71K- 11.09% |
$92K - $106K
|
21.7K
$870K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.39K- 19.17% |
$81.1K - $93.7K
|
10.1K
$404K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-36.8K- 4.77% |
$1.15M - $1.22M
|
735K
$29.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 6.05% |
$12.7K - $13.4K
|
7.08K
$283K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.07K- 19.0% |
$65K - $68.7K
|
8.84K
$354K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.44K- 9.52% |
$99.7K - $109K
|
32.7K
$1.31M
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
305New |
$8.71K - $10K
|
305
$12.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
848+ 0.54% |
$23.4K - $27.2K
|
157K
$6.29M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73KNew |
$45.5K - $54.2K
|
1.73K
$69K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
152KNew |
$4.02M - $4.79M
|
152K
$6.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
263New |
$6.94K - $8.26K
|
263
$10.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.52% |
$27.3 - $33.3
|
193
$7.72K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.58K- 72.61% |
$43.1K - $52.6K
|
596
$23.8K
|
|