Latest Institutional Sells of Two Rds Shared Tr Leadershares (LSAT)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr Leadershares (LSAT) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-502K- 30.48% |
$17M - $19.5M
|
1.15M
$43.5M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.51K- 4.61% |
$255K - $291K
|
155K
$5.91M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-5.1K- 20.34% |
$173K - $198K
|
20K
$760K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.77K- 4.57% |
$128K - $146K
|
78.6K
$2.99M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.59K- 28.17% |
$122K - $139K
|
9.16K
$348K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.51K- 4.18% |
$119K - $136K
|
80.4K
$3.06M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.93K- 5.68% |
$99.5K - $114K
|
48.7K
$1.85M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.56K- 19.61% |
$87K - $99.4K
|
10.5K
$400K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.51K- 5.84% |
$85.1K - $97.3K
|
40.4K
$1.54M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.5K- 1.67% |
$85K - $97.1K
|
148K
$5.62M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-643- 3.44% |
$21.8K - $24.9K
|
18.1K
$686K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-429- 1.81% |
$14.6K - $16.6K
|
23.3K
$885K
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7- 0.06% |
$238 - $272
|
12.5K
$474K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.05K- 15.86% |
$129K - $143K
|
21.5K
$816K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-241- 2.18% |
$7.69K - $8.5K
|
10.8K
$412K
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-38.2K- 4.85% |
$1.26M - $1.36M
|
748K
$28.5M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.6K- 9.88% |
$614K - $662K
|
169K
$6.44M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.86K- 16.4% |
$61.6K - $66.4K
|
9.5K
$361K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.14M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.14M
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-6.3KClosed |
N/A
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-441Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128- 13.28% |
N/A
|
836
$31.8K
|