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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
523KNew |
$11.5M - $12.1M
|
523K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
383KNew |
$8.45M - $8.85M
|
383K
$8.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
330K+ 35.82% |
$7.28M - $7.62M
|
1.25M
$27.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
200KNew |
$4.42M - $4.63M
|
200K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
155KNew |
$3.41M - $3.57M
|
155K
$3.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
143KNew |
$3.15M - $3.3M
|
143K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 12.9% |
$2.52M - $2.64M
|
1M
$22M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
114K+ 4.18% |
$2.5M - $2.62M
|
2.83M
$62.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
83.4K+ 5.99% |
$1.84M - $1.93M
|
1.48M
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.8K+ 12.86% |
$1.38M - $1.45M
|
551K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
57.7KNew |
$1.27M - $1.33M
|
57.7K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.3K+ 42.88% |
$998K - $1.05M
|
151K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44.4KNew |
$978K - $1.02M
|
44.4K
$974K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
38.3KNew |
$844K - $884K
|
38.3K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.2K+ 205.32% |
$843K - $883K
|
56.9K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37.7K+ 9.24% |
$831K - $870K
|
445K
$9.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
33.7KNew |
$743K - $778K
|
33.7K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.7K+ 86.7% |
$698K - $731K
|
68.2K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.1K+ 12.57% |
$685K - $718K
|
278K
$6.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
29.9KNew |
$660K - $691K
|
29.9K
$657K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23.2KNew |
$511K - $535K
|
23.2K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17KNew |
$374K - $392K
|
17K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13KNew |
$287K - $301K
|
13K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.1KNew |
$223K - $233K
|
10.1K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.4K+ 1.97% |
$207K - $217K
|
487K
$10.7M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
8.98KNew |
$198K - $207K
|
8.98K
$197K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.03K+ 685.37% |
$155K - $162K
|
8.05K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.83K+ 28.15% |
$129K - $135K
|
26.6K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.05K+ 8.84% |
$111K - $117K
|
62.2K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.94K+ 9.85% |
$109K - $114K
|
55K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.85K+ 27.86% |
$107K - $112K
|
22.3K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.39KNew |
$96.7K - $101K
|
4.39K
$96.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.95KNew |
$87.1K - $91.3K
|
3.95K
$86.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.87K+ 5.59% |
$85.4K - $89.4K
|
73.1K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.65KNew |
$58.4K - $61.2K
|
2.65K
$58.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.79KNew |
$39.4K - $41.2K
|
1.79K
$39.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
165New |
$3.64K - $3.81K
|
165
$3.62K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
150+ 1.36% |
$3.31K - $3.46K
|
11.2K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
107New |
$2.36K - $2.47K
|
107
$2.35K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.27% |
$154 - $162
|
2.63K
$57.6K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225K+ 16727.73% |
$4.68M - $5.01M
|
226K
$4.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 16.63% |
$346K - $370K
|
116K
$2.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.7KNew |
$265K - $283K
|
12.7K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
373New |
$7.77K - $8.31K
|
373
$8.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125+ 1.7% |
$2.6K - $2.78K
|
7.47K
$164K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
57+ 1.08% |
$1.19K - $1.27K
|
5.34K
$117K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52KNew |
$1.04M - $1.11M
|
52K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8KNew |
$415K - $443K
|
20.8K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11KNew |
$220K - $235K
|
11K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 445.35% |
$23K - $24.5K
|
1.41K
$30.9K
|
|