Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
608KNew |
$20.4M - $21.4M
|
608K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
81.6K+ 146.54% |
$2.74M - $2.87M
|
137K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
65.4KNew |
$2.19M - $2.3M
|
65.4K
$2.18M
|
|
|
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 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.5KNew |
$420K - $440K
|
12.5K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.5KNew |
$418K - $439K
|
12.5K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11KNew |
$370K - $388K
|
11K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.79K+ 125.64% |
$328K - $344K
|
17.6K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.07KNew |
$237K - $249K
|
7.07K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
429New |
$14.4K - $15.1K
|
429
$14.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
209+ 1.37% |
$7.01K - $7.35K
|
15.5K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
29+ 725.0% |
$972 - $1.02K
|
33
$1.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 27.36% |
$6.7K - $7.03K
|
531
$17.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-321- 2.51% |
$10.8K - $11.3K
|
12.5K
$416K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-578- 9.42% |
$19.4K - $20.3K
|
5.56K
$185K
|