Latest Institutional Transactions on Two Rds Shared Tr Leadershares (SQEW)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr Leadershares (SQEW) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.7KNew |
$701K - $785K
|
22.7K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
298+ 397.33% |
$9.18K - $10.3K
|
373
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 21.74% |
$381K - $427K
|
44.5K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.56KNew |
$202K - $226K
|
6.56K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 2.78% |
$85.6K - $95.8K
|
97.3K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$30.8 - $34.5
|
1
$36.1
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-475K- 24.29% |
$14.6M - $16.4M
|
1.48M
$53.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$340K - $381K
|
11K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.06K- 11.65% |
$63.4K - $70.9K
|
15.6K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 3.89% |
$136K - $152K
|
109K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 20.37% |
$678 - $759
|
86
$3.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.48K- 13.62% |
$107K - $120K
|
22.1K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.81K- 5.18% |
$117K - $131K
|
69.7K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.1K- 10.16% |
$2.16M - $2.42M
|
620K
$22.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65K+ 8.85% |
$50.9K - $56.9K
|
20.3K
$733K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-359- 5.71% |
$11.1K - $12.4K
|
5.93K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-89- 0.95% |
$2.74K - $3.07K
|
9.25K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.93K- 5.24% |
$121K - $136K
|
71K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.08KNew |
$187K - $210K
|
6.08K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.53K- 6.91% |
$77.8K - $87.1K
|
34K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.85K- 5.62% |
$57K - $63.8K
|
31.1K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.3K- 9.95% |
$318K - $356K
|
93.4K
$3.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-115- 1.17% |
$3.54K - $3.97K
|
9.69K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8- 0.04% |
$247 - $276
|
17.8K
$644K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58New |
$1.78K - $1.91K
|
58
$2.09K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.5KNew |
$631K - $677K
|
20.5K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.7KNew |
$1.59M - $1.71M
|
51.7K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59+ 22.26% |
$1.81K - $1.95K
|
324
$11.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
769New |
$23.6K - $25.4K
|
769
$27.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-513- 2.97% |
$15.8K - $16.9K
|
16.8K
$605K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3+ 0.01% |
$90.3 - $98.5
|
34K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.4K- 7.0% |
$42.1K - $45.9K
|
18.6K
$671K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9KNew |
$406K - $466K
|
14.9K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.2KNew |
$307K - $352K
|
11.2K
$405K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.55K- 3.88% |
$158K - $175K
|
137K
$4.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-11K- 1.67% |
$312K - $346K
|
645K
$23.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
808+ 14.31% |
$23K - $25.5K
|
6.45K
$233K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.41K- 16.3% |
$40K - $44.4K
|
7.23K
$261K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$786K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$786K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
269New |
$7.42K - $8.15K
|
269
$9.71K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.1K+ 2.51% |
$81.9K - $92.5K
|
127K
$4.57M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
132KNew |
$3.53M - $4.23M
|
132K
$4.78M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
115New |
$3.07K - $3.67K
|
115
$4.15K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-117Closed |
$3.17K - $3.87K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.27K+ 8.15% |
$61.4K - $75.1K
|
30.1K
$1.09M
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.82KClosed |
$206K - $240K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-10K- 47.46% |
$302K - $353K
|
11.1K
$400K
|
|