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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
151K+ 8.79% |
$5.53M - $6.24M
|
1.87M
$81.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.9K+ 41.35% |
$1.5M - $1.69M
|
140K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 19.02% |
$867K - $979K
|
148K
$6.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 1.45% |
$411K - $464K
|
783K
$34.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.6KNew |
$315K - $356K
|
8.6K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82KNew |
$213K - $241K
|
5.82K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.76KNew |
$211K - $238K
|
5.76K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
5.22KNew |
$191K - $216K
|
5.22K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.12K+ 22.97% |
$188K - $212K
|
27.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 5.59% |
$129K - $145K
|
66.2K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.86K+ 10.0% |
$105K - $118K
|
31.4K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1KNew |
$36.8K - $41.5K
|
1K
$43.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
672+ 3.17% |
$24.6K - $27.8K
|
21.9K
$954K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
656+ 3.09% |
$24.1K - $27.1K
|
21.9K
$955K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135New |
$4.95K - $5.59K
|
135
$5.89K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.6KNew |
$1.95M - $2.09M
|
53.6K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.3KNew |
$814K - $870K
|
22.3K
$975K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.52KNew |
$347K - $371K
|
9.52K
$415K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$47.5K - $50.8K
|
1.3K
$56.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97New |
$3.53K - $3.78K
|
97
$4.23K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91+ 23.45% |
$3.32K - $3.54K
|
479
$20.9K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.42K+ 26.64% |
$150K - $173K
|
21K
$917K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$378K - $438K
|
12.6K
$548K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 6.05% |
$12.7K - $13.4K
|
7.08K
$309K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.3KNew |
$443K - $486K
|
15.3K
$667K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
305New |
$8.71K - $10K
|
305
$13.3K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
848+ 0.54% |
$23.4K - $27.2K
|
157K
$6.86M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
152KNew |
$4.02M - $4.79M
|
152K
$6.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73KNew |
$45.5K - $54.2K
|
1.73K
$75.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
263New |
$6.94K - $8.26K
|
263
$11.5K
|
|
| Q2 2022 | |||||||
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
3.29K+ 3.61% |
$89.5K - $109K
|
94.4K
$4.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.52% |
$27.3 - $33.3
|
193
$8.42K
|
|