Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.37M+ 54.49% |
$33.9M - $35.1M
|
3.89M
$98.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
672KNew |
$16.6M - $17.2M
|
672K
$16.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
106K+ 22.99% |
$2.61M - $2.7M
|
565K
$14.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
49.2KNew |
$1.21M - $1.26M
|
49.2K
$1.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
48.8KNew |
$1.21M - $1.25M
|
48.8K
$1.23M
|
|
|
Jan 22, 2026
Q4 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
17.9K+ 3.39% |
$442K - $457K
|
546K
$13.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
9.88K+ 2.89% |
$244K - $252K
|
351K
$8.85M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.7K+ 78.51% |
$239K - $248K
|
22.1K
$556K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.17% |
$74 - $76.6
|
1.77K
$44.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-506- 3.4% |
$12.5K - $12.9K
|
14.4K
$363K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.7K- 14.74% |
$42K - $43.5K
|
9.85K
$248K
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-9.37K- 3.04% |
$231K - $239K
|
299K
$7.53M
|
|