Purchases and Sales Made in Q2 2023 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77K+ 14.43% |
$2.37M - $2.57M
|
611K
$24.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
48.8K+ 3.81% |
$1.5M - $1.63M
|
1.33M
$53.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.9K+ 4.13% |
$1.01M - $1.1M
|
828K
$33.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23KNew |
$706K - $767K
|
23K
$924K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$390K - $424K
|
12.7K
$511K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 6.01% |
$312K - $339K
|
179K
$7.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.55K+ 22.2% |
$232K - $252K
|
41.5K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.92K+ 5.9% |
$213K - $231K
|
124K
$5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.58K+ 7.72% |
$110K - $119K
|
49.9K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.56KNew |
$78.7K - $85.5K
|
2.56K
$103K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.28K+ 2.28% |
$70.1K - $76.2K
|
102K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.09K+ 5.77% |
$64.3K - $69.9K
|
38.4K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.11K+ 10.31% |
$34K - $36.9K
|
11.8K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
961+ 8.6% |
$29.5K - $32.1K
|
12.1K
$488K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
895+ 1.57% |
$27.5K - $29.9K
|
58K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
867+ 7.55% |
$26.6K - $28.9K
|
12.4K
$497K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
229+ 1.87% |
$7.04K - $7.64K
|
12.5K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
158+ 161.22% |
$4.86K - $5.27K
|
256
$10.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$123 - $134
|
6.85K
$275K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-47- 0.41% |
$1.44K - $1.57K
|
11.4K
$457K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-201- 0.83% |
$6.18K - $6.71K
|
23.9K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 0.64% |
$35.4K - $38.4K
|
179K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.21M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.42K- 13.62% |
$105K - $114K
|
21.7K
$871K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.1K- 8.35% |
$526K - $572K
|
188K
$7.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-18.1K- 2.25% |
$556K - $604K
|
786K
$31.6M
|