Purchases and Sales Made in Q1 2021 in Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW) during Q1 2021. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR LEADERSHARES.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82.3K+ 925.88% |
$2.61M - $3M
|
91.1K
$3.1M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
23K+ 10.29% |
$731K - $838K
|
247K
$8.39M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.2KNew |
$611K - $701K
|
19.2K
$654K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 45.23% |
$482K - $553K
|
48.7K
$1.66M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
9.86KNew |
$313K - $359K
|
9.86K
$336K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.89KNew |
$282K - $324K
|
8.89K
$302K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
4.61K+ 482.93% |
$147K - $168K
|
5.57K
$189K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75KNew |
$55.6K - $63.8K
|
1.75K
$59.6K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
507+ 2.32% |
$16.1K - $18.5K
|
22.4K
$761K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
199New |
$6.32K - $7.25K
|
199
$6.77K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-41Closed |
$1.3K - $1.49K
|
0
$0
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-4.61K- 82.85% |
$147K - $168K
|
955
$32.5K
|
|
May 17, 2021
Q1 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-487K- 50.44% |
$15.5M - $17.8M
|
479K
$16.3M
|