Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.9KNew |
$437K - $563K
|
16.9K
$641K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
711+ 4.28% |
$18.4K - $23.7K
|
17.3K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
431+ 5.35% |
$11.2K - $14.4K
|
8.48K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-552- 0.73% |
$14.3K - $18.4K
|
75.3K
$2.86M
|