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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16Closed |
$270 - $299
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$199K - $221K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.1KNew |
$188K - $208K
|
11.1K
$260K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-237KClosed |
$4M - $4.43M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-48.9KClosed |
$872K - $954K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-346Closed |
$6.18K - $6.76K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-203KClosed |
$3.62M - $3.96M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
11.5KNew |
$205K - $224K
|
11.5K
$268K
|
|
| Q4 2021 | |||||||
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-232KClosed |
$4.24M - $4.55M
|
0
$0
|
|