Latest Institutional Transactions on Two Rds Shared Tr (AFIF)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr (AFIF) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.41KNew |
$49.3K - $50.1K
|
5.41K
$49.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.44K- 1.79% |
$13.1K - $13.3K
|
78.8K
$722K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-610- 30.84% |
$5.56K - $5.64K
|
1.37K
$12.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
57.9K+ 4.6% |
$528K - $535K
|
1.32M
$12.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
88.5K+ 1.17% |
$807K - $819K
|
7.64M
$70.1M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.8K- 23.7% |
$324K - $328K
|
115K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-19.4K- 32.61% |
$176K - $178K
|
40.2K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.8KNew |
$151K - $153K
|
16.8K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.3K+ 52.79% |
$147K - $149K
|
47.1K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.9K+ 65.77% |
$306K - $310K
|
85.5K
$784K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.3K- 30.84% |
$148K - $149K
|
36.6K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
234+ 128.57% |
$2.11K - $2.14K
|
416
$3.81K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.1K+ 46.4% |
$245K - $248K
|
85.5K
$784K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-61K- 3.64% |
$551K - $559K
|
1.62M
$14.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
72+ 14.57% |
$650 - $659
|
566
$5.19K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.38% |
$9.03 - $9.15
|
43
$394
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
22KNew |
$199K - $202K
|
22K
$202K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.82K+ 9.76% |
$61.6K - $62.4K
|
76.7K
$703K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.05% |
$9.02 - $9.15
|
2.02K
$18.6K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.32K+ 7.81% |
$29.9K - $30.3K
|
45.8K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-346KClosed |
$3.13M - $3.17M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-36- 0.41% |
$325 - $329
|
8.76K
$80.3K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-419K- 96.39% |
$3.78M - $3.83M
|
15.7K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
68.8K+ 385.34% |
$621K - $630K
|
86.7K
$795K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.3K- 47.49% |
$109K - $111K
|
13.6K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-185- 1.44% |
$1.63K - $1.67K
|
12.7K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 49.21% |
$148K - $152K
|
17.4K
$159K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$8.74 - $8.95
|
1
$9.17
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88K+ 56.69% |
$769K - $788K
|
243K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5.65KNew |
$49.4K - $50.5K
|
5.65K
$51.8K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.5KNew |
$118K - $120K
|
13.5K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.67K- 97.09% |
$14.5K - $14.8K
|
50
$459
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.7KNew |
$93.1K - $95.6K
|
10.7K
$98K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
25.7KNew |
$221K - $227K
|
25.7K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.37KNew |
$28.9K - $29.8K
|
3.37K
$30.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.23K- 31.69% |
$53.5K - $55K
|
13.4K
$123K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
31.8KNew |
$274K - $281K
|
31.8K
$292K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
147New |
$1.26K - $1.3K
|
147
$1.35K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
542New |
$4.66K - $4.79K
|
542
$4.97K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.68KNew |
$66.2K - $69.2K
|
7.68K
$70.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
426KNew |
$3.68M - $3.84M
|
426K
$3.91M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-180KClosed |
$1.6M - $1.67M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$120K - $125K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-132KClosed |
$1.26M - $1.28M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.3KClosed |
$107K - $109K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$100K - $102K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-15.1KClosed |
$145K - $147K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-34.3KClosed |
$329K - $335K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-485KClosed |
$4.68M - $4.74M
|
0
$0
|
|