Purchases and Sales Made in Q3 2025 in Two Rds Shared Tranfield Us Eq (AESR)
This table provides information about the institutional ownership of Two Rds Shared Tranfield Us Eq (AESR) during Q3 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TRANFIELD US EQ.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.8K+ 12.78% |
$924K - $1.01M
|
430K
$8.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12.1K+ 1.49% |
$230K - $250K
|
827K
$16.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3KNew |
$56.8K - $62K
|
3K
$60.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-202- 1.92% |
$3.83K - $4.18K
|
10.3K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.85K- 10.06% |
$35.1K - $38.2K
|
16.5K
$334K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.16K- 56.14% |
$78.9K - $86K
|
3.25K
$65.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.27K- 8.06% |
$176K - $192K
|
106K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-15K- 17.0% |
$285K - $311K
|
73.4K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.6K- 54.7% |
$296K - $323K
|
12.9K
$261K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16K- 23.57% |
$304K - $332K
|
52K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.6K- 93.47% |
$315K - $344K
|
1.16K
$23.5K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-30.4K- 4.07% |
$576K - $628K
|
716K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-103K- 76.51% |
$1.96M - $2.13M
|
31.7K
$641K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-308K- 6.2% |
$5.83M - $6.36M
|
4.66M
$94.2M
|
|