Purchases and Sales Made in Q1 2024 in Two Rds Shared Tr (LSAF)
This table provides information about the institutional ownership of Two Rds Shared Tr (LSAF) during Q1 2024. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5KNew |
$170K - $196K
|
5K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.42K+ 26.64% |
$150K - $173K
|
21K
$925K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 5.32% |
$111K - $128K
|
64.8K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.19K+ 0.36% |
$108K - $125K
|
879K
$38.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
425+ 2.03% |
$14.4K - $16.6K
|
21.4K
$941K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
388New |
$13.2K - $15.2K
|
388
$17.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
215+ 0.19% |
$7.29K - $8.42K
|
111K
$4.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-15- 0.13% |
$509 - $588
|
11.7K
$513K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-645- 2.7% |
$21.9K - $25.3K
|
23.2K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-671- 2.86% |
$22.7K - $26.3K
|
22.8K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.28K- 2.2% |
$77.1K - $89.1K
|
101K
$4.46M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.39K- 19.17% |
$81.1K - $93.7K
|
10.1K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.71K- 11.09% |
$92K - $106K
|
21.7K
$957K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.27K- 3.23% |
$111K - $128K
|
98.1K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-3.78K- 14.44% |
$128K - $148K
|
22.4K
$986K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.98K- 10.4% |
$135K - $156K
|
34.3K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.99K- 8.31% |
$135K - $156K
|
44K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 3.23% |
$146K - $168K
|
129K
$5.66M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.47K- 34.31% |
$151K - $175K
|
8.55K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.11K- 5.7% |
$275K - $318K
|
134K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-739K- 37.84% |
$25.1M - $28.9M
|
1.21M
$53.4M
|