Latest Institutional Purchases of Two Rds Shared Tr (LSAF)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr (LSAF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.22K+ 31.68% |
$199K - $227K
|
21.7K
$936K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.25K+ 11.42% |
$124K - $141K
|
31.7K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
704New |
$26.8K - $30.5K
|
704
$30.3K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
73+ 0.44% |
$2.78K - $3.17K
|
16.6K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45+ 33.33% |
$1.71K - $1.95K
|
180
$7.76K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3+ 0.01% |
$114 - $130
|
21.9K
$945K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.1KNew |
$694K - $758K
|
17.1K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$544K - $594K
|
13.4K
$579K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
210New |
$8.51K - $9.29K
|
210
$9.05K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82KNew |
$213K - $241K
|
5.82K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.76KNew |
$211K - $238K
|
5.76K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.22KNew |
$191K - $216K
|
5.22K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1KNew |
$36.8K - $41.5K
|
1K
$43.2K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.6KNew |
$1.95M - $2.09M
|
53.6K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$47.5K - $50.8K
|
1.3K
$56.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97New |
$3.53K - $3.78K
|
97
$4.18K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91+ 23.45% |
$3.32K - $3.54K
|
479
$20.6K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 6.05% |
$12.7K - $13.4K
|
7.08K
$305K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
305New |
$8.71K - $10K
|
305
$13.1K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
848+ 0.54% |
$23.4K - $27.2K
|
157K
$6.78M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
152KNew |
$4.02M - $4.79M
|
152K
$6.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73KNew |
$45.5K - $54.2K
|
1.73K
$74.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
263New |
$6.94K - $8.26K
|
263
$11.3K
|
|
| Q2 2022 | |||||||
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
3.29K+ 3.61% |
$89.5K - $109K
|
94.4K
$4.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.52% |
$27.3 - $33.3
|
193
$8.32K
|
|