Listed Fds Tr Overlay Shares M OVM

OVM Quotes by TradingView
Institutional shares held 828,790
0 calls
0 puts
Total value of holdings $17.1M
$0 calls
$0 puts
# of Institutions 11

Quarterly Institutional Activity in OVM

Shares Bought
Shares Sold
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Top Institutions Holding OVM

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Latest Institutional Activity in OVM

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 9.69K ($201K)
9.69K Shares purchased
New Holding
Q4 2024
Armis Advisers, LLC Shares Held: 651K ($13.5M)
651K Shares purchased
New Holding
Q4 2024
Bison Wealth, LLC Shares Held: 86K ($1.78M)
45.3K Shares purchased
111.13% Added
Q4 2024
Stephen J. Garry & Associates, LLC Shares Held: 14K ($290K)
14K Shares purchased
New Holding
Q4 2024
Royal Bank Of Canada Shares Held: 4.1K ($84.9K)
4.1K Shares purchased
New Holding
View All Buyers

Top Sells

Q4 2024
Farther Finance Advisors, LLC Shares Held: 1.58K ($32.6K)
2.58K Shares sold
62.1% Reduced
Q4 2024
Ubs Group Ag Shares Held: 269 ($5.57K)
49 Shares sold
15.41% Reduced
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 1.36K ($28K)
5.1K Shares sold
79.01% Reduced
Q4 2023
High Tower Advisors, LLC Shares Held: 9.51K ($197K)
958 Shares sold
9.15% Reduced
Q3 2022
Advocacy Wealth Management Services, LLC Shares Held: 3.11K ($64.4K)
1.51K Shares sold
32.71% Reduced
View All Sellers

About OVM

OVM Chart by TradingView
OVM 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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