Institutional shares held 2.49 Million
0 calls
0 puts
Total value of holdings $76M
$0 calls
$0 puts
# of Institutions 12


Latest Institutional Activity in OVLH

Top Purchases

Q4 2023
Goldman Sachs Group Inc Shares Held: 25K ($763K)
Q4 2023
Jpmorgan Chase & CO Shares Held: 21.4K ($654K)
Q4 2023
Ubs Group Ag Shares Held: 980 ($29.9K)
Q4 2023
Morgan Stanley Shares Held: 731 ($22.3K)
Q4 2023
Wells Fargo & Company Shares Held: 125 ($3.81K)

Top Sells

Q4 2023
Advocacy Wealth Management Services, LLC Shares Held: 2.35M ($71.6M)
Q4 2023
Bison Wealth, LLC Shares Held: 48.7K ($1.48M)
Q3 2023
Gts Securities LLC Shares Held: 7.71K ($235K)
Q2 2023
Consolidated Portfolio Review Corp Shares Held: 14.5K ($443K)
Q1 2023
Family Asset Management, LLC Shares Held: 6.22K ($190K)

About OVLH

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