Latest Institutional Transactions on Two Rds Shared Tr Leadershares (LSAT)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr Leadershares (LSAT) 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 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.82K- 2.28% |
$72.1K - $76.7K
|
78.1K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 13.0% |
$111K - $118K
|
18.7K
$747K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-155K- 15.64% |
$6.13M - $6.52M
|
835K
$33.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.19K+ 8.63% |
$364K - $387K
|
116K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.28K- 11.99% |
$90.1K - $95.8K
|
16.7K
$666K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.53KNew |
$377K - $401K
|
9.53K
$380K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.45K+ 3.95% |
$57.3K - $60.9K
|
38K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$113K - $120K
|
2.85K
$113K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 0.11% |
$633 - $673
|
14.8K
$592K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.9K- 29.92% |
$865K - $920K
|
51.2K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.2K- 7.97% |
$1.75M - $1.86M
|
510K
$20.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.86K- 37.81% |
$113K - $121K
|
4.71K
$188K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
597+ 2.26% |
$23.6K - $25.1K
|
27.1K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42- 9.42% |
$1.66K - $1.77K
|
404
$16.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.2K- 49.66% |
$206K - $219K
|
5.27K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
166+ 16600.0% |
$6.57K - $6.99K
|
167
$6.66K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.75K- 8.76% |
$307K - $326K
|
80.8K
$3.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.2K- 14.69% |
$166K - $177K
|
24.4K
$973K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.72K- 8.58% |
$68.1K - $72.4K
|
18.3K
$731K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4KNew |
$505K - $584K
|
14.4K
$572K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-251- 4.67% |
$8.84K - $10.2K
|
5.12K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.03K- 5.21% |
$36.2K - $41.9K
|
18.7K
$746K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.5K- 46.64% |
$1.07M - $1.24M
|
34.9K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.5K- 47.49% |
$1.07M - $1.24M
|
33.7K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-277- 2.59% |
$9.75K - $11.3K
|
10.4K
$415K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-913- 14.91% |
$32.1K - $37.2K
|
5.21K
$208K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
137New |
$5.23K - $5.7K
|
137
$5.46K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.45K+ 42.31% |
$93.5K - $102K
|
8.24K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
840New |
$32K - $35K
|
840
$33.5K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236+ 262.22% |
$9K - $9.82K
|
326
$13K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-552- 96.17% |
$21.1K - $23K
|
22
$877
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.74KNew |
$105K - $114K
|
2.74K
$109K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
220New |
$8.83K - $9.6K
|
220
$8.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.5K- 25.99% |
$742K - $807K
|
52.6K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.82K- 43.45% |
$193K - $210K
|
6.28K
$250K
|
|
| Q3 2024 | |||||||
|
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-237- 2.25% |
$8.87K - $9.89K
|
10.3K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.38KNew |
$351K - $391K
|
9.38K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69KNew |
$213K - $237K
|
5.69K
$227K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37New |
$1.34K - $1.43K
|
37
$1.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.2KNew |
$2.29M - $2.44M
|
63.2K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
35+ 19.77% |
$1.27K - $1.35K
|
212
$8.45K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.56KNew |
$56.4K - $60.1K
|
1.56K
$62K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-5.1K- 20.34% |
$173K - $198K
|
20K
$797K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.12% |
$33.9 - $38.8
|
836
$33.3K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-38.2K- 4.85% |
$1.26M - $1.36M
|
748K
$29.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 15.08% |
$34.1K - $36.8K
|
7.88K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.86K- 16.4% |
$61.6K - $66.4K
|
9.5K
$379K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.29K- 7.08% |
$70.2K - $76.3K
|
30K
$1.2M
|
|