Latest Institutional Transactions on Two Rds Shared Tr Anfield Dive (DALT)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr Anfield Dive (DALT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15.2K- 99.35% |
$0 - $137K
|
100
$0
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$8.48 - $9.03
|
1
$0
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.47KNew |
$12.4K - $13.2K
|
1.47K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.96K- 27.7% |
$67.5K - $71.9K
|
20.8K
$0
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 4.32% |
$11.7K - $12.5K
|
30.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.9K+ 25.55% |
$24.5K - $26.1K
|
14.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.84K+ 19.27% |
$24.1K - $25.7K
|
17.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-145- 3.22% |
$1.23K - $1.31K
|
4.36K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-937- 34.11% |
$7.95K - $8.46K
|
1.81K
$0
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
315K+ 7.67% |
$2.67M - $2.84M
|
4.41M
$0
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.2KNew |
$145K - $155K
|
17.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85KNew |
$41.1K - $43.8K
|
4.85K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$8.48 - $9.03
|
1
$0
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
535+ 0.31% |
$4.54K - $4.83K
|
172K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.8K- 1.18% |
$15.3K - $16.3K
|
151K
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117- 2.77% |
$992 - $1.06K
|
4.11K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6K- 34.14% |
$50.9K - $54.2K
|
11.6K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-14.5K- 14.64% |
$123K - $131K
|
84.8K
$0
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.87% |
$16.3 - $17.4
|
109
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.55KNew |
$45.3K - $48.4K
|
5.55K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.3KNew |
$141K - $151K
|
17.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.14K+ 64.78% |
$58.2K - $62.2K
|
18.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
107New |
$873 - $933
|
107
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-6.28K- 10.25% |
$51.3K - $54.8K
|
55K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.38M- 99.52% |
$27.5M - $29.4M
|
16.1K
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.7KNew |
$267K - $279K
|
31.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-129- 90.85% |
$1.09K - $1.14K
|
13
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
37.2KNew |
$313K - $328K
|
37.2K
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
256New |
$2.07K - $2.2K
|
256
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
87New |
$705 - $748
|
87
$0
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
16.5KNew |
$138K - $148K
|
16.5K
$0
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.45K+ 4.36% |
N/A
|
58.6K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-180- 5.13% |
N/A
|
3.33K
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.6KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.5KClosed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.9KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
21.8KNew |
N/A
|
21.8K
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-104KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-137KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-525KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-40.3KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.21KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 22, 2019
Q4 2018
|
New Square Capital LLC
|
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$0
|
|