Purchases and Sales Made in Q4 2022 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
815KNew |
$24.8M - $26.9M
|
815K
$32.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
171KNew |
$5.21M - $5.66M
|
171K
$6.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77K+ 23.33% |
$2.34M - $2.54M
|
407K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.2KNew |
$1.4M - $1.52M
|
46.2K
$1.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
35.3K+ 51.98% |
$1.07M - $1.17M
|
103K
$4.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32.5KNew |
$987K - $1.07M
|
32.5K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 3.53% |
$815K - $885K
|
787K
$31.7M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25.5KNew |
$775K - $841K
|
25.5K
$1.03M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25.5KNew |
$775K - $841K
|
25.5K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13K+ 14.96% |
$396K - $430K
|
100K
$4.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.96K+ 82.14% |
$120K - $131K
|
8.78K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.61K+ 2.04% |
$110K - $119K
|
180K
$7.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.51K+ 6.69% |
$107K - $116K
|
55.9K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.5K+ 129.29% |
$106K - $115K
|
6.2K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.09K+ 4.69% |
$33.2K - $36.1K
|
24.4K
$984K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 5.3% |
$31K - $33.7K
|
20.3K
$817K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
171+ 1.72% |
$5.2K - $5.64K
|
10.1K
$407K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
118New |
$3.59K - $3.89K
|
118
$4.76K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-312- 2.61% |
$9.48K - $10.3K
|
11.6K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 3.88% |
$40.8K - $44.3K
|
33.2K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.77K- 92.61% |
$53.7K - $58.3K
|
141
$5.68K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.28K- 2.23% |
$69.3K - $75.3K
|
100K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23.4K- 8.8% |
$712K - $773K
|
243K
$9.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-162K- 92.43% |
$4.93M - $5.36M
|
13.3K
$536K
|