Purchases and Sales Made in Q3 2025 in Listed Fds Tr Overlay Shs Shor (OVT)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Shor (OVT) during Q3 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS SHOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
62.1K+ 4.48% |
$1.36M - $1.39M
|
1.45M
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.8KNew |
$498K - $512K
|
22.8K
$503K
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
15K+ 3.09% |
$327K - $336K
|
500K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.2K+ 22.53% |
$69.9K - $71.9K
|
17.4K
$384K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.49K+ 83.48% |
$32.4K - $33.4K
|
3.27K
$72K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
398+ 6.35% |
$8.68K - $8.94K
|
6.66K
$147K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
80+ 1.01% |
$1.75K - $1.8K
|
7.97K
$176K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9+ 0.38% |
$196 - $202
|
2.35K
$51.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-15.3K- 51.04% |
$335K - $344K
|
14.7K
$325K
|
|