Institutional Ownership Listed Fds Tr Overlay Shs Hedg (OVLH)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Hedg (OVLH). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 182,810 shares, which have been reported (via 13F filing form) to have a value of $6.33 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
55,703
shares
|
$1.93 Million
0.34% of portfolio
|
Q3 2024
Reduced 62.77%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
32,522
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,880
shares
|
$826,964
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
15,463
shares
|
$535,483
0.08% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
12,478
shares
|
$432,113
0.22% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,732
shares
|
$406,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,790
shares
|
$269,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
7,767
shares
|
$268,971
0.0% of portfolio
|
Q3 2024
Reduced 34.79%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
7,668
shares
|
$265,542
0.02% of portfolio
|
Q3 2024
Reduced 59.39%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,072
shares
|
$244,903
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
731
shares
|
$25,314
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4
shares
|
$138
0.0% of portfolio
|
Q3 2024
Reduced 98.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|