Latest Institutional Purchases of Two Rds Shared Tr Regents Pk H (RPHS)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr Regents Pk H (RPHS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
393+ 2.37% |
$3.69K - $4.1K
|
17K
$179K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
164K+ 213.97% |
$1.6M - $1.72M
|
240K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 19.6% |
$238K - $257K
|
149K
$1.57M
|
|
|
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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.97KNew |
$29K - $31.3K
|
2.97K
$31.3K
|
|
|
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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 6.21% |
$14K - $15.1K
|
24.6K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.12K+ 21.93% |
$10.9K - $11.8K
|
6.21K
$65.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
380New |
$3.71K - $4K
|
380
$4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
|
|
| Q2 2024 | |||||||
|
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
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$9.26 - $10
|
1
$10.5
|
|
|
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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.13KNew |
$34.9K - $38.3K
|
4.13K
$43.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.33KNew |
$11.2K - $12.3K
|
1.33K
$14K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.44KNew |
$79K - $83.9K
|
9.44K
$99.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.03KNew |
$25.1K - $25.9K
|
3.03K
$31.9K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05KNew |
$8.72K - $8.98K
|
1.05K
$11.1K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$23.7K - $24.7K
|
2.82K
$29.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2New |
$16.8 - $17.5
|
2
$21
|
|
| 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
|
|