Listed Fds Tr Overlay Shs Hedg OVLH

OVLH Quotes by TradingView
Institutional shares held 1.01 Million
0 calls
0 puts
Total value of holdings $34.6M
$0 calls
$0 puts
# of Institutions 20

Quarterly Institutional Activity in OVLH

Shares Bought
Shares Sold
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Top Institutions Holding OVLH

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Latest Institutional Activity in OVLH

Top Purchases

Q1 2025
Consolidated Portfolio Review Corp Shares Held: 16.1K ($554K)
666 Shares purchased
4.31% Added
Q4 2024
Armis Advisers, LLC Shares Held: 608K ($20.9M)
608K Shares purchased
New Holding
Q4 2024
Bison Wealth, LLC Shares Held: 137K ($4.71M)
81.6K Shares purchased
146.54% Added
Q4 2024
Orion Portfolio Solutions, LLC Shares Held: 21K ($719K)
21K Shares purchased
New Holding
Q4 2024
Jpmorgan Chase & CO Shares Held: 26.8K ($921K)
19.1K Shares purchased
245.44% Added
View All Buyers

Top Sells

Q1 2025
Holcombe Financial, Inc. Shares Held: 55K ($1.89M)
10.4K Shares sold
15.85% Reduced
Q4 2024
Reap Financial Group, LLC Shares Held: 5.56K ($191K)
578 Shares sold
9.42% Reduced
Q4 2024
Kades & Cheifetz LLC Shares Held: 12.5K ($428K)
321 Shares sold
2.51% Reduced
Q4 2024
Morgan Stanley Shares Held: 531 ($18.2K)
200 Shares sold
27.36% Reduced
Q3 2024
Advocacy Wealth Management Services, LLC Shares Held: 7.67K ($263K)
11.2K Shares sold
59.39% Reduced
View All Sellers

About OVLH

OVLH Chart by TradingView
OVLH Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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