Purchases and Sales Made in Q4 2023 in Two Rds Shared Tr Leadershares (LSAT)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (LSAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 19.14% |
$4.94M - $5.46M
|
963K
$38.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
150KNew |
$4.79M - $5.3M
|
150K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.5K+ 78.55% |
$972K - $1.07M
|
69.2K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4K+ 170.37% |
$429K - $474K
|
21.3K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.6KNew |
$306K - $339K
|
9.6K
$387K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.33K+ 3.56% |
$138K - $153K
|
126K
$5.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.75K+ 15.42% |
$55.7K - $61.6K
|
13.1K
$527K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
835New |
$26.6K - $29.5K
|
835
$33.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
739+ 3.16% |
$23.6K - $26.1K
|
24.1K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-241- 2.18% |
$7.69K - $8.5K
|
10.8K
$436K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-263- 1.1% |
$8.39K - $9.28K
|
23.7K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-501- 1.15% |
$16K - $17.7K
|
43K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-987- 7.33% |
$31.5K - $34.8K
|
12.5K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.22K- 68.1% |
$39K - $43.2K
|
573
$23.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.65K- 4.88% |
$84.6K - $93.6K
|
51.6K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.77K- 22.81% |
$120K - $133K
|
12.8K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.05K- 15.86% |
$129K - $143K
|
21.5K
$865K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.75K- 29.31% |
$247K - $273K
|
18.7K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 7.01% |
$392K - $434K
|
163K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.9K- 13.5% |
$410K - $454K
|
82.4K
$3.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.4K- 13.8% |
$428K - $474K
|
83.9K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.6K- 54.38% |
$816K - $902K
|
21.5K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.1K- 17.78% |
$960K - $1.06M
|
139K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-813K- 33.05% |
$25.9M - $28.7M
|
1.65M
$66.4M
|