Institutional shares held 697,934
0 calls
0 puts
Total value of holdings $15.4M
$0 calls
$0 puts
# of Institutions 12


Latest Institutional Activity in OVT

Top Purchases

Q4 2023
Bison Wealth, LLC Shares Held: 251K ($5.53M)
Q4 2023
Jpmorgan Chase & CO Shares Held: 28K ($617K)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 2K ($44.1K)
Q4 2023
Sandy Spring Bank Shares Held: 10.9K ($239K)
Q4 2023
Wells Fargo & Company Shares Held: 302 ($6.65K)

Top Sells

Q4 2023
Mercer Global Advisors Inc Shares Held: 44K ($969K)
Q4 2023
Envestnet Asset Management Inc Shares Held: 13.7K ($302K)
Q3 2022
Acg Wealth Shares Held: 218K ($4.79M)
Q2 2022
Arkadios Wealth Advisors Shares Held: 9.84K ($217K)
Q2 2022
Sound View Wealth Advisors Group, LLC Shares Held: 0 ($0)

About OVT

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