Purchases and Sales Made in Q3 2025 in Listed Fds Tr Overlay Shs Hedg (OVLH)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Hedg (OVLH) during Q3 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS HEDG.
| 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
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6- 1.53% |
$221 - $234
|
386
$15.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-27- 0.59% |
$993 - $1.05K
|
4.57K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-63- 14.69% |
$2.32K - $2.46K
|
366
$14.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-95- 0.83% |
$3.5K - $3.71K
|
11.3K
$445K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-164- 22.25% |
$6.03K - $6.4K
|
573
$22.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-559- 5.66% |
$20.6K - $21.8K
|
9.32K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.05K- 23.27% |
$38.7K - $41K
|
3.47K
$136K
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.37K- 2.84% |
$50.5K - $53.5K
|
47K
$1.85M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.25K- 28.1% |
$119K - $127K
|
8.31K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-14.4K- 59.4% |
$530K - $562K
|
9.84K
$387K
|
|