Latest Institutional Purchases of Listed Fds Tr Swan Hedged Equi (HEGD)
This list provides information on the latest institutional transactions involving Listed Fds Tr Swan Hedged Equi (HEGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225K+ 16727.73% |
$4.68M - $5.01M
|
226K
$5.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
163K+ 13.22% |
$3.39M - $3.63M
|
1.39M
$31.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.8K+ 114.73% |
$557K - $596K
|
50.1K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 16.63% |
$346K - $370K
|
116K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 14.54% |
$279K - $299K
|
106K
$2.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.7KNew |
$265K - $283K
|
12.7K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.5K+ 16.76% |
$52.1K - $55.7K
|
17.4K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03KNew |
$21.3K - $22.8K
|
1.03K
$22.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
57+ 1.08% |
$1.19K - $1.27K
|
5.34K
$119K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
473KNew |
$9.45M - $10.1M
|
473K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
179K+ 33.27% |
$3.59M - $3.83M
|
719K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52KNew |
$1.04M - $1.11M
|
52K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.7K+ 5.18% |
$893K - $953K
|
908K
$20.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
37.9KNew |
$758K - $808K
|
37.9K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.2K+ 41.35% |
$563K - $600K
|
96.2K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.1K+ 12.73% |
$501K - $535K
|
222K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8KNew |
$415K - $443K
|
20.8K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3KNew |
$326K - $348K
|
16.3K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 2.96% |
$321K - $343K
|
559K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.4K+ 4.76% |
$248K - $265K
|
274K
$6.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11KNew |
$220K - $235K
|
11K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.16K+ 18.29% |
$163K - $174K
|
52.8K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.16K+ 16.69% |
$63.1K - $67.4K
|
22.1K
$494K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.06K+ 24.07% |
$61.1K - $65.2K
|
15.7K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.74K+ 5.79% |
$54.7K - $58.3K
|
50K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52K+ 4.06% |
$30.4K - $32.4K
|
38.9K
$871K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 445.35% |
$23K - $24.5K
|
1.41K
$31.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
857New |
$17.1K - $18.3K
|
857
$19.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20 - $21.3
|
1
$22.4
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
41.7KNew |
$806K - $865K
|
41.7K
$933K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 116.35% |
$268K - $288K
|
25.8K
$577K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.02K+ 135.44% |
$136K - $145K
|
12.2K
$273K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.2KNew |
$1.69M - $1.87M
|
95.2K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4KNew |
$415K - $459K
|
23.4K
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.4KNew |
$415K - $459K
|
23.4K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.94KNew |
$52.2K - $57.7K
|
2.94K
$65.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
130KNew |
$2.36M - $2.45M
|
130K
$2.91M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.4K+ 274.33% |
$207K - $215K
|
15.6K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$181 - $189
|
10
$224
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
318K+ 291.66% |
$5.55M - $5.88M
|
427K
$9.54M
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109KNew |
$1.84M - $1.97M
|
109K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.7KNew |
$265K - $285K
|
15.7K
$352K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$1.69K - $1.81K
|
100
$2.24K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24New |
$405 - $434
|
24
$537
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.1KNew |
$188K - $208K
|
11.1K
$249K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 23.86% |
$131K - $145K
|
40.1K
$898K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19KNew |
$20K - $22.2K
|
1.19K
$26.5K
|
|
| Q1 2022 | |||||||
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
11.5KNew |
$205K - $224K
|
11.5K
$257K
|
|