Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
33.4K+ 15.33% |
$686K - $735K
|
251K
$5.52M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.4K+ 957.32% |
$521K - $558K
|
28K
$616K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
21.8KNew |
$448K - $480K
|
21.8K
$480K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 77.23% |
$251K - $269K
|
28K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2KNew |
$41.1K - $44.1K
|
2K
$44K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.14K+ 11.79% |
$23.5K - $25.2K
|
10.9K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
302New |
$6.2K - $6.64K
|
302
$6.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
264New |
$5.42K - $5.81K
|
264
$5.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20.5 - $22
|
1
$22
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.71K- 36.0% |
$158K - $169K
|
13.7K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-66.8K- 60.28% |
$1.37M - $1.47M
|
44K
$968K
|