Purchases and Sales Made in Q1 2025 in Listed Fds Tr Overlay Shs Fore (OVF)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Fore (OVF) during Q1 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS FORE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
111K+ 60.59% |
$2.57M - $2.88M
|
296K
$7.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.23K+ 2.53% |
$74.5K - $83.3K
|
131K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.75KNew |
$63.4K - $70.8K
|
2.75K
$73.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-34- 3.85% |
$785 - $877
|
850
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-430- 4.11% |
$9.92K - $11.1K
|
10K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.03K- 27.01% |
$162K - $181K
|
19K
$506K
|