Latest Institutional Transactions on Listed Fds Tr Overlay Shs Hedg (OVLH)
This table provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shs Hedg (OVLH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-578- 9.42% |
$19.4K - $20.3K
|
5.56K
$185K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
608KNew |
$20.4M - $21.4M
|
608K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.79K+ 125.64% |
$328K - $344K
|
17.6K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
29+ 725.0% |
$972 - $1.02K
|
33
$1.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 27.36% |
$6.7K - $7.03K
|
531
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
81.6K+ 146.54% |
$2.74M - $2.87M
|
137K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.5KNew |
$418K - $439K
|
12.5K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
429New |
$14.4K - $15.1K
|
429
$14.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
65.4KNew |
$2.19M - $2.3M
|
65.4K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.5KNew |
$420K - $440K
|
12.5K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21KNew |
$702K - $737K
|
21K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.1K+ 245.44% |
$639K - $670K
|
26.8K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11KNew |
$370K - $388K
|
11K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.07KNew |
$237K - $249K
|
7.07K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
209+ 1.37% |
$7.01K - $7.35K
|
15.5K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-321- 2.51% |
$10.8K - $11.3K
|
12.5K
$416K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$369K - $396K
|
11.7K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-11.2K- 59.39% |
$352K - $379K
|
7.67K
$256K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
32.5KNew |
$978K - $1.05M
|
32.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.9K- 69.58% |
$478K - $512K
|
6.95K
$232K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.07KNew |
$202K - $221K
|
7.07K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.4KNew |
$439K - $482K
|
15.4K
$514K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$644K - $730K
|
25K
$834K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125New |
$3.22K - $3.65K
|
125
$4.17K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23.9KNew |
$640K - $680K
|
23.9K
$796K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$1.34K - $1.42K
|
50
$1.67K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.93K- 48.82% |
$146K - $157K
|
6.22K
$207K
|
|