Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.47KNew |
$12.4K - $13.2K
|
1.47K
$0
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
535+ 0.31% |
$4.54K - $4.83K
|
172K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$8.48 - $9.03
|
1
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$8.48 - $9.03
|
1
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$8.48 - $9.03
|
1
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$8.48 - $9.03
|
1
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117- 2.77% |
$992 - $1.06K
|
4.11K
$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 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 4.32% |
$11.7K - $12.5K
|
30.7K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.8K- 1.18% |
$15.3K - $16.3K
|
151K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.5K- 22.72% |
$38.1K - $40.6K
|
15.3K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6K- 34.14% |
$50.9K - $54.2K
|
11.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.96K- 27.7% |
$67.5K - $71.9K
|
20.8K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-14.5K- 14.64% |
$123K - $131K
|
84.8K
$0
|