Purchases and Sales Made in Q3 2023 in Two Rds Shared Tr Leadershares (ACTV)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (ACTV) during Q3 2023. 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 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
731K+ 100.73% |
$22.1M - $24.5M
|
1.46M
$46.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.7K+ 34.44% |
$3.01M - $3.34M
|
389K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.3KNew |
$1.43M - $1.58M
|
47.3K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.4K+ 40.24% |
$72.5K - $80.5K
|
8.37K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.22K+ 20.79% |
$66.8K - $74.2K
|
12.9K
$408K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.87K+ 3.47% |
$56.4K - $62.7K
|
55.8K
$1.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.08K+ 16.54% |
$32.5K - $36.1K
|
7.6K
$241K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
908+ 3.93% |
$27.4K - $30.4K
|
24K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
779+ 3.1% |
$23.5K - $26.1K
|
25.9K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
658+ 5.11% |
$19.8K - $22K
|
13.5K
$429K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
380+ 9.93% |
$11.5K - $12.7K
|
4.21K
$133K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
170+ 1.62% |
$5.13K - $5.7K
|
10.6K
$337K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
120+ 0.96% |
$3.62K - $4.02K
|
12.6K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$3.02K - $3.35K
|
100
$3.17K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-414- 7.79% |
$12.5K - $13.9K
|
4.9K
$155K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-754- 64.17% |
$22.7K - $25.3K
|
421
$13.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.04K- 3.83% |
$31.5K - $34.9K
|
26.2K
$829K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 1.9% |
$43.9K - $48.8K
|
75K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.13K- 8.17% |
$125K - $138K
|
46.4K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.93K- 5.37% |
$179K - $199K
|
105K
$3.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-9.66K- 2.19% |
$291K - $324K
|
431K
$13.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.99K- 10.82% |
$301K - $335K
|
82.3K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-415K- 97.06% |
$12.5M - $13.9M
|
12.6K
$399K
|