Purchases and Sales Made in Q1 2023 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q1 2023. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR LEADERSHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
180KNew |
$5.44M - $6.17M
|
180K
$7.26M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 31.05% |
$3.82M - $4.33M
|
534K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
45.1K+ 3.65% |
$1.36M - $1.55M
|
1.28M
$51.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
32.3KNew |
$975K - $1.11M
|
32.3K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14K+ 13.55% |
$423K - $479K
|
117K
$4.73M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 67.61% |
$414K - $469K
|
34K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.5KNew |
$347K - $393K
|
11.5K
$463K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.4KNew |
$345K - $390K
|
11.4K
$460K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.55K+ 1.09% |
$258K - $293K
|
795K
$32.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 9.37% |
$93.9K - $106K
|
36.3K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.85K+ 2.85% |
$86.1K - $97.5K
|
103K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.4K+ 27.29% |
$72.4K - $82K
|
11.2K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.2K+ 2.15% |
$36.3K - $41.2K
|
57.1K
$2.3M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
649+ 10.47% |
$19.6K - $22.2K
|
6.85K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
622+ 5.34% |
$18.8K - $21.3K
|
12.3K
$494K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
605+ 5.98% |
$18.3K - $20.7K
|
10.7K
$432K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
567+ 0.55% |
$17.1K - $19.4K
|
103K
$4.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
353New |
$10.7K - $12.1K
|
353
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
212+ 0.46% |
$6.4K - $7.26K
|
46.4K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-43- 30.5% |
$1.3K - $1.47K
|
98
$3.95K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-207- 0.64% |
$6.25K - $7.09K
|
32.3K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-303- 1.24% |
$9.15K - $10.4K
|
24.1K
$972K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-413- 1.62% |
$12.5K - $14.1K
|
25.1K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-413- 1.62% |
$12.5K - $14.1K
|
25.1K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 1.36% |
$70.3K - $79.7K
|
169K
$6.81M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.85K- 2.77% |
$86.1K - $97.5K
|
100K
$4.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-10.4K- 1.27% |
$313K - $354K
|
804K
$32.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37.6K- 15.48% |
$1.13M - $1.29M
|
205K
$8.26M
|