Purchases and Sales Made in Q1 2023 in Two Rds Shared Tr Anfield Dive (DALT)
This table provides information about the institutional ownership of Two Rds Shared Tr Anfield Dive (DALT) during Q1 2023. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR ANFIELD DIVE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
468K+ 22.1% |
$3.75M - $4.16M
|
2.59M
$0
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
72.9K+ 2.01% |
$584K - $647K
|
3.69M
$0
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
26KNew |
$208K - $231K
|
26K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-53- 14.44% |
$425 - $471
|
314
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.98K- 63.72% |
$23.9K - $26.5K
|
1.7K
$0
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.96K- 1.96% |
$31.7K - $35.1K
|
198K
$0
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 7.8% |
$35K - $38.8K
|
51.7K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-14.4K- 16.35% |
$115K - $128K
|
73.7K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.3K- 46.02% |
$123K - $136K
|
18K
$0
|