Purchases and Sales Made in Q1 2023 in Listed Fds Tr Overlay Shs Shor (OVT)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Shor (OVT) during Q1 2023. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS SHOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
131K+ 62.75% |
$2.78M - $2.86M
|
340K
$7.48M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.9KNew |
$931K - $957K
|
43.9K
$965K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
84+ 0.8% |
$1.78K - $1.83K
|
10.6K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 46.88% |
$32.1K - $33K
|
1.71K
$37.6K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.53K- 2.8% |
$32.5K - $33.4K
|
53.1K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.52K- 2.28% |
$95.9K - $98.6K
|
194K
$4.26M
|