Institutional Ownership Listed Fds Tr Overlay Shs Smal (OVS)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Smal (OVS). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 157,949 shares, which have been reported (via 13F filing form) to have a value of $5.83 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
105,245
shares
|
$3.96 Million
0.68% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
42,812
shares
|
$1.61 Million
1.33% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,804
shares
|
$293,742
0.0% of portfolio
|
Q3 2024
Reduced 40.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,947
shares
|
$73,285
0.0% of portfolio
|
Q3 2024
Reduced 49.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
141
shares
|
$5,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|