Latest Institutional Transactions on Two Rds Shared Tr Regents Pk H (RPHS)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr Regents Pk H (RPHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-558- 2.63% |
$5.23K - $5.82K
|
20.7K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
393+ 2.37% |
$3.69K - $4.1K
|
17K
$179K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-362- 50.0% |
$3.53K - $3.81K
|
362
$3.81K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.3K- 57.17% |
$178K - $192K
|
13.7K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.4K- 47.62% |
$355K - $383K
|
40.1K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.83K+ 4.16% |
$86.1K - $92.9K
|
221K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.28K- 9.68% |
$51.5K - $55.5K
|
49.3K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.12K+ 21.93% |
$10.9K - $11.8K
|
6.21K
$65.3K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.71K+ 3.83% |
$26.4K - $28.5K
|
73.5K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.09KNew |
$20.3K - $21.9K
|
2.09K
$21.9K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 19.6% |
$238K - $257K
|
149K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
164K+ 213.97% |
$1.6M - $1.72M
|
240K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-9.7K- 8.63% |
$94.6K - $102K
|
103K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55.2K- 1.21% |
$538K - $580K
|
4.52M
$47.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
380New |
$3.71K - $4K
|
380
$4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-231- 1.49% |
$2.25K - $2.43K
|
15.3K
$161K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 6.21% |
$14K - $15.1K
|
24.6K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.97KNew |
$29K - $31.3K
|
2.97K
$31.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-632- 5.75% |
$6.16K - $6.65K
|
10.4K
$109K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.8KNew |
$120K - $128K
|
11.8K
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.15KNew |
$11.6K - $12.5K
|
1.15K
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-335- 2.86% |
$3.39K - $3.64K
|
11.4K
$120K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.5K- 24.21% |
$33.9K - $36.2K
|
10.9K
$115K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$9.26 - $10
|
1
$10.5
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-47.3K- 98.54% |
$438K - $473K
|
698
$7.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
47.9KNew |
$444K - $480K
|
47.9K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
965New |
$8.94K - $9.66K
|
965
$10.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-878- 5.12% |
$8.13K - $8.79K
|
16.3K
$171K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$9.26 - $10
|
1
$10.5
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
737New |
$6.46K - $7.18K
|
737
$7.75K
|
|
| Q4 2023 | |||||||
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
12.4KNew |
$105K - $115K
|
12.4K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.33KNew |
$11.2K - $12.3K
|
1.33K
$14K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.13KNew |
$34.9K - $38.3K
|
4.13K
$43.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.46K- 17.01% |
$47K - $49.9K
|
26.6K
$280K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.44KNew |
$79K - $83.9K
|
9.44K
$99.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05KNew |
$8.72K - $8.98K
|
1.05K
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.03KNew |
$25.1K - $25.9K
|
3.03K
$31.9K
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-24.6K- 50.23% |
$207K - $216K
|
24.4K
$257K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2New |
$16.8 - $17.5
|
2
$21
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$23.7K - $24.7K
|
2.82K
$29.7K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
18.1KNew |
$155K - $167K
|
18.1K
$191K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$881 - $996
|
100
$1.05K
|
|