Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$22 - $22.8
|
0
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.41K- 8.41% |
$30.9K - $32.2K
|
15.3K
$342K
|