Latest Institutional Purchases of Two Rds Shared Tr Leadershares (SQEW)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr Leadershares (SQEW) 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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14K+ 1.86% |
$422K - $460K
|
770K
$25.7M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 7.26% |
$119K - $130K
|
58.4K
$1.96M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.54K+ 2.1% |
$46.3K - $50.5K
|
74.8K
$2.5M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.13K+ 1.57% |
$34K - $37.1K
|
72.9K
$2.44M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 0.9% |
$31.2K - $34K
|
116K
$3.89M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
921+ 2.74% |
$27.7K - $30.2K
|
34.6K
$1.16M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
562+ 0.55% |
$16.9K - $18.4K
|
102K
$3.42M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
372+ 2.13% |
$11.2K - $12.2K
|
17.8K
$596K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3+ 0.01% |
$90.3 - $98.5
|
34K
$1.14M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$30.1 - $32.8
|
17.3K
$578K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9KNew |
$406K - $466K
|
14.9K
$497K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.2KNew |
$307K - $352K
|
11.2K
$375K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
27New |
$738 - $847
|
27
$903
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
808+ 14.31% |
$23K - $25.5K
|
6.45K
$216K
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
269New |
$7.42K - $8.15K
|
269
$9K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.1K+ 2.51% |
$83.8K - $92.5K
|
127K
$4.23M
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
132KNew |
N/A
|
132K
$4.43M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$39.3K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
115New |
N/A
|
115
$3.85K
|
|
Q2 2022 | |||||||
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.27K+ 8.15% |
N/A
|
30.1K
$1.01M
|