Latest Institutional Purchases of Listed Fds Tr Overlay Shs Hedg (OVLH)
This list provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shs Hedg (OVLH) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
88.8K+ 8.36% |
$3.27M - $3.46M
|
1.15M
$45.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.7K+ 36.36% |
$1.39M - $1.47M
|
141K
$5.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1KNew |
$519K - $551K
|
14.1K
$555K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.6KNew |
$464K - $492K
|
12.6K
$495K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.65KNew |
$208K - $221K
|
5.65K
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
2.88K+ 0.79% |
$106K - $112K
|
366K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
120+ 0.33% |
$4.41K - $4.68K
|
36.2K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
35New |
$1.29K - $1.37K
|
35
$1.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1New |
$36.8 - $39
|
1
$39.3
|
|
| Q2 2025 | |||||||
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.03KNew |
$225K - $259K
|
7.03K
$276K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.89KNew |
$188K - $217K
|
5.89K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.11K+ 30.91% |
$99.4K - $115K
|
13.2K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.1KNew |
$35.1K - $40.4K
|
1.1K
$43.1K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
314New |
$10K - $11.6K
|
314
$12.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16KNew |
$527K - $561K
|
16K
$629K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.8K+ 25.44% |
$59.3K - $63.1K
|
8.87K
$349K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
81.6K+ 146.54% |
$2.74M - $2.87M
|
137K
$5.4M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
32.5KNew |
$978K - $1.05M
|
32.5K
$1.28M
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.4KNew |
$439K - $482K
|
15.4K
$606K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.07KNew |
$202K - $221K
|
7.07K
$278K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$644K - $730K
|
25K
$982K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125New |
$3.22K - $3.65K
|
125
$4.91K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23.9KNew |
$640K - $680K
|
23.9K
$938K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$1.34K - $1.42K
|
50
$1.96K
|
|