Purchases and Sales Made in Q1 2022 in Listed Fds Tr Overlay Shs Shor (OVT)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Shor (OVT) during Q1 2022. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS SHOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
101KNew |
$2.34M - $2.47M
|
101K
$2.25M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
10.4KNew |
$240K - $253K
|
10.4K
$231K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.29K- 28.69% |
$216K - $227K
|
23.1K
$515K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-18K- 6.91% |
$416K - $439K
|
242K
$5.39M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-26.3K- 66.65% |
$611K - $644K
|
13.2K
$294K
|