Institutional Ownership Two Rds Shared Tr Regents Pk H (RPHS)
This table provides information about the institutional ownership of Two Rds Shared Tr Regents Pk H (RPHS). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $54.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,570,703
shares
|
$47.2 Million
0.95% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
208,306
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
130,317
shares
|
$1.35 Million
0.53% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
54,538
shares
|
$563,377
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,167
shares
|
$404,595
0.0% of portfolio
|
Q3 2024
Added 118.27%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,636
shares
|
$275,149
0.13% of portfolio
|
Q3 2023
Reduced 17.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
23,245
shares
|
$240,120
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
16,611
shares
|
$171,591
0.02% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
12,433
shares
|
$128,432
1.4% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
12,347
shares
|
$127,544
0.0% of portfolio
|
Q3 2024
Reduced 39.14%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
11,701
shares
|
$120,871
0.08% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,990
shares
|
$113,526
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,943
shares
|
$113,041
0.0% of portfolio
|
Q3 2024
Reduced 24.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,970
shares
|
$30,680
0.0% of portfolio
|
Q3 2024
Added 81.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,007
shares
|
$10,402
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
905
shares
|
$9,348
0.0% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
698
shares
|
$7,210
0.0% of portfolio
|
Q2 2024
Reduced 98.54%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
100
shares
|
$1,033
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$10
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|