Purchases and Sales Made in Q3 2024 in Listed Fds Tr Overlay Shs Smal (OVS)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Smal (OVS) during Q3 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
13.5K+ 14.73% |
$438K - $490K
|
105K
$4M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6.28K+ 17.19% |
$204K - $228K
|
42.8K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
141New |
$4.57K - $5.12K
|
141
$5.36K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.88K- 49.07% |
$60.8K - $68.1K
|
1.95K
$74K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.33K- 40.57% |
$173K - $193K
|
7.8K
$297K
|