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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.54K- 10.93% |
$47.6K - $53.5K
|
12.5K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-825- 0.78% |
$25.5K - $28.7K
|
105K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 13.55% |
$137K - $155K
|
28.4K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 27.76% |
$365K - $411K
|
30.7K
$970K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.6K- 77.18% |
$790K - $889K
|
7.56K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-351K- 27.25% |
$10.8M - $12.2M
|
936K
$29.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 74.85% |
$328K - $370K
|
24.8K
$785K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
683New |
$21.1K - $23.8K
|
683
$21.6K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73+ 84.88% |
$2.26K - $2.54K
|
159
$5.02K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.32K- 8.03% |
$164K - $185K
|
61K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 8.56% |
$47.5K - $53.4K
|
16.4K
$519K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.46K- 34.67% |
$230K - $259K
|
14.1K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-269- 4.54% |
$8.31K - $9.36K
|
5.66K
$179K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.6K- 10.05% |
$1.81M - $2.04M
|
525K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-967- 56.78% |
$29.9K - $33.6K
|
736
$23.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.7K- 25.26% |
$764K - $860K
|
73.1K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.51K- 36.13% |
$170K - $192K
|
9.74K
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-750- 7.67% |
$23.2K - $26.1K
|
9.02K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
614+ 1.84% |
$19K - $21.4K
|
34K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.53K- 8.17% |
$171K - $192K
|
62.1K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.5K- 9.28% |
$46.4K - $52.3K
|
14.7K
$464K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
80New |
$2.69K - $3.07K
|
80
$2.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9KNew |
$302K - $346K
|
9K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-79.4K- 81.66% |
$2.67M - $3.05M
|
17.8K
$564K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.6K+ 207.03% |
$456K - $522K
|
20.1K
$636K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-269Closed |
$9.03K - $10.3K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.7KNew |
$701K - $785K
|
22.7K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$30.8 - $34.5
|
1
$31.6
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-89- 0.95% |
$2.74K - $3.07K
|
9.25K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.08KNew |
$187K - $210K
|
6.08K
$192K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58New |
$1.78K - $1.91K
|
58
$1.83K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.7KNew |
$1.59M - $1.71M
|
51.7K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59+ 22.26% |
$1.81K - $1.95K
|
324
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
769New |
$23.6K - $25.4K
|
769
$24.3K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3+ 0.01% |
$90.3 - $98.5
|
34K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.4K- 7.0% |
$42.1K - $45.9K
|
18.6K
$587K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.2KNew |
$307K - $352K
|
11.2K
$355K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.55K- 3.88% |
$158K - $175K
|
137K
$4.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-11K- 1.67% |
$312K - $346K
|
645K
$20.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
808+ 14.31% |
$23K - $25.5K
|
6.45K
$204K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.41K- 16.3% |
$40K - $44.4K
|
7.23K
$229K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$688K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 7.67% |
$51K - $54.9K
|
21.8K
$688K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.1K+ 2.51% |
$81.9K - $92.5K
|
127K
$4M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
132KNew |
$3.53M - $4.23M
|
132K
$4.18M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
115New |
$3.07K - $3.67K
|
115
$3.63K
|
|
| 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
$950K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.82KClosed |
$206K - $240K
|
0
$0
|
|