Purchases and Sales Made in Q2 2025 in Listed Fds Tr Overlay Shares M (OVM)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shares M (OVM) during Q2 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHARES M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
34.5K+ 4.25% |
$699K - $737K
|
847K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.5KNew |
$456K - $481K
|
22.5K
$485K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.37K+ 61.5% |
$27.8K - $29.3K
|
3.6K
$77.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
491New |
$9.94K - $10.5K
|
491
$10.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
278+ 2.87% |
$5.63K - $5.94K
|
9.97K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-879- 1.47% |
$17.8K - $18.8K
|
59K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 37.87% |
$27.5K - $29.1K
|
2.23K
$48K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.55K- 60.49% |
$31.3K - $33.1K
|
1.01K
$21.7K
|