Purchases and Sales Made in Q4 2024 in Listed Fds Tr Swan Hedged Equi (HEGD)
This table provides information about the institutional ownership of Listed Fds Tr Swan Hedged Equi (HEGD) during Q4 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR SWAN HEDGED EQUI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
383KNew |
$8.45M - $8.85M
|
383K
$8.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
200KNew |
$4.42M - $4.63M
|
200K
$4.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
143KNew |
$3.15M - $3.3M
|
143K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
83.4K+ 5.99% |
$1.84M - $1.93M
|
1.48M
$33.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
38.3KNew |
$844K - $884K
|
38.3K
$874K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37.7K+ 9.24% |
$831K - $870K
|
445K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.7K+ 86.7% |
$698K - $731K
|
68.2K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.1K+ 12.57% |
$685K - $718K
|
278K
$6.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
29.9KNew |
$660K - $691K
|
29.9K
$683K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23.2KNew |
$511K - $535K
|
23.2K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17KNew |
$374K - $392K
|
17K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.1KNew |
$223K - $233K
|
10.1K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.03K+ 685.37% |
$155K - $162K
|
8.05K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.85K+ 27.86% |
$107K - $112K
|
22.3K
$508K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.22K+ 73.33% |
$49K - $51.3K
|
5.25K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.27% |
$154 - $162
|
2.63K
$59.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-76- 0.58% |
$1.68K - $1.75K
|
13.1K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-325- 2.5% |
$7.16K - $7.5K
|
12.7K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.25K- 9.17% |
$27.4K - $28.7K
|
12.3K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.94K- 14.27% |
$131K - $137K
|
35.7K
$813K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-10.2K- 3.0% |
$224K - $235K
|
329K
$7.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-15.5K- 31.33% |
$342K - $358K
|
34K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25.6K- 29.09% |
$564K - $590K
|
62.4K
$1.42M
|