Purchases and Sales Made in Q2 2024 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
270K+ 23.56% |
$9.79M - $10.4M
|
1.41M
$57M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.2KNew |
$2.29M - $2.44M
|
63.2K
$2.55M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.5K+ 152.43% |
$1.18M - $1.25M
|
53.8K
$2.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30.6KNew |
$1.11M - $1.18M
|
30.6K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.2KNew |
$405K - $431K
|
11.2K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.56KNew |
$56.4K - $60.1K
|
1.56K
$62.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.19K+ 0.94% |
$43K - $45.8K
|
128K
$5.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37New |
$1.34K - $1.43K
|
37
$1.49K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
35+ 19.77% |
$1.27K - $1.35K
|
212
$8.54K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
12+ 0.11% |
$435 - $463
|
10.5K
$424K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-159- 0.64% |
$5.77K - $6.14K
|
24.6K
$993K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-606- 4.86% |
$22K - $23.4K
|
11.9K
$478K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-707- 3.92% |
$25.6K - $27.3K
|
17.3K
$699K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.07K- 4.57% |
$38.6K - $41.1K
|
22.2K
$895K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 1.0% |
$53.5K - $57K
|
146K
$5.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.82K- 18.43% |
$65.9K - $70.2K
|
8.05K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 2.36% |
$67.3K - $71.6K
|
76.7K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 54.74% |
$80K - $85.2K
|
1.82K
$73.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.23K- 2.77% |
$80.8K - $86K
|
78.2K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.37K- 3.22% |
$86K - $91.5K
|
71.3K
$2.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.42K- 11.29% |
$87.8K - $93.5K
|
19K
$767K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.04K- 8.3% |
$147K - $156K
|
44.6K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.7K- 14.09% |
$207K - $220K
|
34.8K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.07K- 4.28% |
$220K - $235K
|
136K
$5.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.71K- 34.48% |
$280K - $298K
|
14.7K
$591K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.1K- 21.92% |
$1.24M - $1.32M
|
121K
$4.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-110K- 11.25% |
$3.97M - $4.23M
|
864K
$34.8M
|