Purchases and Sales Made in Q3 2022 in Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
132KNew |
$3.53M - $4.23M
|
132K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.5K+ 57.27% |
$2.34M - $2.8M
|
240K
$8.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
42.5K+ 4.61% |
$1.14M - $1.36M
|
965K
$32.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.1K+ 7.69% |
$1.04M - $1.25M
|
548K
$18.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
23.6K+ 23.66% |
$630K - $754K
|
123K
$4.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2K+ 32.23% |
$406K - $486K
|
62.5K
$2.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.47K+ 4.32% |
$226K - $270K
|
205K
$6.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.94K+ 48.87% |
$185K - $222K
|
21.1K
$721K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.01K+ 59.98% |
$134K - $160K
|
13.4K
$456K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.04K+ 7.95% |
$81.2K - $97.1K
|
41.3K
$1.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.04K+ 7.95% |
$81.2K - $97.1K
|
41.3K
$1.41M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 8.3% |
$53.9K - $64.5K
|
26.4K
$900K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 7812.5% |
$33.4K - $39.9K
|
1.27K
$43.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.18KNew |
$31.4K - $37.6K
|
1.18K
$40.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
115New |
$3.07K - $3.67K
|
115
$3.92K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
27+ 0.17% |
$721 - $862
|
15.6K
$531K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18- 0.24% |
$481 - $575
|
7.54K
$257K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-895- 28.24% |
$23.9K - $28.6K
|
2.27K
$77.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.17K- 4.07% |
$58K - $69.4K
|
51.2K
$1.75M
|