Latest Institutional Transactions on Listed Fds Tr Swan Hedged Equi (HEGD)
This table provides information on the latest institutional transactions involving Listed Fds Tr Swan Hedged Equi (HEGD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.2K+ 31.67% |
$69.8K - $73.9K
|
13.3K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-19.5K- 5.92% |
$425K - $450K
|
310K
$7.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-45- 0.84% |
$981 - $1.04K
|
5.3K
$124K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-859- 32.7% |
$18.7K - $19.8K
|
1.77K
$41.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.36K- 19.79% |
$73.2K - $77.6K
|
13.6K
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.8K- 3.84% |
$126K - $134K
|
145K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
44.8KNew |
$975K - $1.03M
|
44.8K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
31.9K+ 7.15% |
$694K - $736K
|
477K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.4K+ 44.73% |
$554K - $587K
|
82.3K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.5KNew |
$228K - $242K
|
10.5K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
522KNew |
$11.4M - $12.1M
|
522K
$12.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
17.8K+ 8.87% |
$388K - $411K
|
218K
$5.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$21.8 - $23.1
|
4.47K
$104K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 140.95% |
$107K - $112K
|
8.29K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
107New |
$2.36K - $2.47K
|
107
$2.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.65KNew |
$58.4K - $61.2K
|
2.65K
$61.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
150+ 1.36% |
$3.31K - $3.46K
|
11.2K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-15.5K- 31.33% |
$342K - $358K
|
34K
$794K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
29.9KNew |
$660K - $691K
|
29.9K
$699K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.03K+ 685.37% |
$155K - $162K
|
8.05K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-76- 0.58% |
$1.68K - $1.75K
|
13.1K
$305K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
373New |
$7.77K - $8.31K
|
373
$8.71K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225K+ 16727.73% |
$4.68M - $5.01M
|
226K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 16.63% |
$346K - $370K
|
116K
$2.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-300- 40.0% |
$6.25K - $6.68K
|
450
$10.5K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164- 99.39% |
$3.28K - $3.5K
|
1
$23.4
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8KNew |
$415K - $443K
|
20.8K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52KNew |
$1.04M - $1.11M
|
52K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 445.35% |
$23K - $24.5K
|
1.41K
$32.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
857New |
$17.1K - $18.3K
|
857
$20K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11KNew |
$220K - $235K
|
11K
$257K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.72K- 32.71% |
$33.2K - $35.6K
|
3.53K
$82.6K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.02K+ 135.44% |
$136K - $145K
|
12.2K
$285K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 116.35% |
$268K - $288K
|
25.8K
$603K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.8K- 31.59% |
$131K - $141K
|
14.7K
$344K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 35.8% |
$5.33K - $5.89K
|
538
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4KNew |
$415K - $459K
|
23.4K
$546K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.4KNew |
$415K - $459K
|
23.4K
$546K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.58K- 16.63% |
$63.6K - $70.2K
|
18K
$419K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
130KNew |
$2.36M - $2.45M
|
130K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-45K- 69.23% |
$815K - $849K
|
20K
$467K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$181 - $189
|
10
$234
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-145- 13.58% |
$2.53K - $2.68K
|
923
$21.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
318K+ 291.66% |
$5.55M - $5.88M
|
427K
$9.96M
|
|
| Q1 2023 | |||||||
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24New |
$405 - $434
|
24
$561
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$1.69K - $1.81K
|
100
$2.34K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.7KNew |
$265K - $285K
|
15.7K
$367K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109KNew |
$1.84M - $1.97M
|
109K
$2.54M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19KNew |
$20K - $22.2K
|
1.19K
$27.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 23.86% |
$131K - $145K
|
40.1K
$938K
|
|