Listed Fds Tr Overlay Shs Fore OVF

OVF Quotes by TradingView
Institutional shares held 476,636
0 calls
0 puts
Total value of holdings $11.9M
$0 calls
$0 puts
# of Institutions 8

Quarterly Institutional Activity in OVF

Shares Bought
Shares Sold
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Top Institutions Holding OVF

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Latest Institutional Activity in OVF

Top Purchases

Q1 2025
Johnson & White Wealth Management, LLC Shares Held: 131K ($3.28M)
3.23K Shares purchased
2.53% Added
Q4 2024
Armis Advisers, LLC Shares Held: 184K ($4.61M)
184K Shares purchased
New Holding
Q4 2024
Gts Securities LLC Shares Held: 26K ($653K)
26K Shares purchased
New Holding
Q4 2024
Old Mission Capital LLC Shares Held: 14.9K ($373K)
14.9K Shares purchased
New Holding
Q4 2024
Ubs Group Ag Shares Held: 884 ($22.2K)
884 Shares purchased
New Holding
View All Buyers

Top Sells

Q4 2024
Bison Wealth, LLC Shares Held: 110K ($2.75M)
84.4K Shares sold
43.51% Reduced
Q3 2024
Jpmorgan Chase & CO Shares Held: 5.26K ($132K)
4.97K Shares sold
48.6% Reduced
Q2 2023
Advisor Group Holdings, Inc. Shares Held: 6.91K ($173K)
500 Shares sold
6.75% Reduced
Q3 2021
Advocacy Wealth Management Services, LLC Shares Held: 0 ($0)
6.48K Shares sold
Closed
Q1 2021
Citadel Advisors LLC Shares Held: 0 ($0)
32.2K Shares sold
Closed
View All Sellers

About OVF

OVF Chart by TradingView
OVF Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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