Purchases and Sales Made in Q1 2025 in Listed Fds Tr Swan Hedged Equi (HEGD)
This table provides information about the institutional ownership of Listed Fds Tr Swan Hedged Equi (HEGD) during Q1 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR SWAN HEDGED EQUI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.28K- 12.35% |
$71.5K - $75.7K
|
23.3K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.36K- 19.79% |
$73.2K - $77.6K
|
13.6K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4K- 11.21% |
$87.2K - $92.4K
|
31.7K
$718K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.03K- 53.94% |
$87.8K - $93K
|
3.44K
$78K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.8K- 3.84% |
$126K - $134K
|
145K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.93K- 11.5% |
$129K - $137K
|
45.6K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-6.27K- 27.07% |
$137K - $145K
|
16.9K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.1K- 12.99% |
$177K - $187K
|
54.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 2.18% |
$262K - $278K
|
539K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-15.6K- 0.55% |
$340K - $360K
|
2.81M
$63.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-19.5K- 5.92% |
$425K - $450K
|
310K
$7.02M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.3K- 61.39% |
$594K - $629K
|
17.1K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.6K- 4.76% |
$1.3M - $1.38M
|
1.19M
$27M
|