Latest Institutional Transactions on Two Rds Shared Tranfield Us Eq (AESR)
This table provides information on the latest institutional transactions involving Two Rds Shared Tranfield Us Eq (AESR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62New |
$1.04K - $1.12K
|
62
$1.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.74K- 8.65% |
$29.3K - $31.4K
|
18.3K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.79KNew |
$80.7K - $86.6K
|
4.79K
$86.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.9KNew |
$65.7K - $70.6K
|
3.9K
$70.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.71K- 3.91% |
$28.8K - $30.9K
|
42.1K
$760K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
91.3KNew |
$1.54M - $1.65M
|
91.3K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
149KNew |
$2.51M - $2.7M
|
149K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-282- 1.46% |
$4.75K - $5.1K
|
19.1K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.69K+ 0.46% |
$62.2K - $66.8K
|
813K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
124K+ 2.56% |
$2.09M - $2.24M
|
4.96M
$89.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.16K- 0.51% |
$36.4K - $39.1K
|
421K
$7.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.6K- 26.18% |
$128K - $137K
|
21.4K
$387K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-17.1K- 1.59% |
$288K - $309K
|
1.06M
$19.1M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$192K - $213K
|
12.6K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
300+ 526.32% |
$4.58K - $5.1K
|
357
$6.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4KNew |
$174K - $194K
|
11.4K
$206K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5KNew |
$357K - $404K
|
24.5K
$442K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
219New |
$3.2K - $3.61K
|
219
$3.96K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.59KNew |
$21.4K - $24.9K
|
1.59K
$28.8K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.27KNew |
$30.5K - $35.4K
|
2.27K
$41K
|
|
| Q4 2023 | |||||||
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
11.1KNew |
$128K - $154K
|
11.1K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.54K- 9.22% |
$17.8K - $21.4K
|
15.1K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$155K - $186K
|
13.4K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4KNew |
$46.5K - $55.6K
|
4K
$72.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.4KNew |
$144K - $173K
|
12.4K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.07K- 5.45% |
$47.3K - $56.6K
|
70.7K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.13K+ 1.46% |
$24.8K - $29.6K
|
148K
$2.67M
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5.84KNew |
$70.8K - $77.1K
|
5.84K
$106K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
394New |
$4.69K - $5.04K
|
394
$7.12K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.2KNew |
$116K - $123K
|
10.2K
$185K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
10.1KNew |
$108K - $123K
|
10.1K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
485New |
$5.17K - $5.88K
|
485
$8.76K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
17.2KNew |
$183K - $208K
|
17.2K
$311K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-154- 16.87% |
$1.66K - $2.07K
|
759
$13.7K
|
|
| Q1 2022 | |||||||
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13KNew |
$160K - $183K
|
13K
$235K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.58KNew |
$31.7K - $36.4K
|
2.58K
$46.7K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.8KClosed |
$280K - $321K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-12.6KClosed |
$160K - $172K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.5KClosed |
$229K - $245K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 20, 2021
Q4 2020
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$138K - $156K
|
0
$0
|
|