Latest Institutional Purchases of Listed Fds Tr Overlay Shs Shor (OVT)
This list provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shs Shor (OVT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.68MNew |
$36.9M - $38.4M
|
1.68M
$37.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
499KNew |
$11M - $11.4M
|
499K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
202K+ 166.47% |
$4.43M - $4.61M
|
323K
$7.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.9K+ 2297.59% |
$1.34M - $1.39M
|
63.6K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.4K+ 208.7% |
$513K - $533K
|
34.5K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.9KNew |
$327K - $340K
|
14.9K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$51.4K - $53.5K
|
2.34K
$52.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
134+ 1.74% |
$2.94K - $3.06K
|
7.81K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.2KNew |
$136K - $142K
|
6.2K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
389+ 1.93% |
$8.55K - $8.9K
|
20.5K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
105New |
$2.31K - $2.4K
|
105
$2.34K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.6KNew |
$355K - $370K
|
16.6K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.5KNew |
$289K - $301K
|
13.5K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6K+ 69.2% |
$227K - $237K
|
26K
$579K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$305K - $318K
|
14.3K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.67K+ 554.3% |
$35.8K - $37.4K
|
1.98K
$44.1K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2KNew |
$41.1K - $44.1K
|
2K
$44.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
130KNew |
$2.74M - $2.81M
|
130K
$2.9M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
74.4KNew |
$1.57M - $1.61M
|
74.4K
$1.66M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
439New |
$9.62K - $10.2K
|
439
$9.79K
|
|