Purchases and Sales Made in Q4 2024 in Two Rds Shared Tr Regents Pk H (RPHS)
This table provides information about the institutional ownership of Two Rds Shared Tr Regents Pk H (RPHS) during Q4 2024. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR REGENTS PK H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
112KNew |
$1.14M - $1.22M
|
112K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.6K+ 3828050.0% |
$775K - $832K
|
76.6K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
70.8KNew |
$716K - $769K
|
70.8K
$719K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
54.5KNew |
$552K - $593K
|
54.5K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.4K+ 95.43% |
$378K - $406K
|
76.5K
$778K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32KNew |
$324K - $348K
|
32K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.8KNew |
$120K - $128K
|
11.8K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.68K+ 1.77% |
$37.2K - $40K
|
212K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.19K+ 25.84% |
$32.3K - $34.7K
|
15.5K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.12K+ 71.48% |
$21.5K - $23.1K
|
5.09K
$51.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.15KNew |
$11.6K - $12.5K
|
1.15K
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
339+ 2.08% |
$3.43K - $3.68K
|
16.6K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$10.1 - $10.9
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-111- 0.48% |
$1.12K - $1.21K
|
23.1K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-163- 15.26% |
$1.65K - $1.77K
|
905
$9.19K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-335- 2.86% |
$3.39K - $3.64K
|
11.4K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.92KClosed |
$49.8K - $53.5K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.86K- 4.5% |
$59.3K - $63.7K
|
124K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-191K- 4.0% |
$1.93M - $2.07M
|
4.57M
$46.4M
|