Latest Institutional Purchases of Listed Fds Tr Swan Hedged Equi (HEGD)
This list provides information on the latest institutional transactions involving Listed Fds Tr Swan Hedged Equi (HEGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
522KNew |
$11.4M - $12.1M
|
522K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
238KNew |
$5.18M - $5.49M
|
238K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
199K+ 38.04% |
$4.33M - $4.59M
|
722K
$16.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
143K+ 9.7% |
$3.12M - $3.31M
|
1.62M
$36.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
73.9K+ 15.17% |
$1.61M - $1.71M
|
561K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
73.5KNew |
$1.6M - $1.7M
|
73.5K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67K+ 746.75% |
$1.46M - $1.55M
|
76K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
44.8KNew |
$975K - $1.03M
|
44.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
44KNew |
$958K - $1.02M
|
44K
$997K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
31.9K+ 7.15% |
$694K - $736K
|
477K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.3K+ 45.87% |
$682K - $722K
|
99.5K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.3KNew |
$616K - $652K
|
28.3K
$641K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.4K+ 44.73% |
$554K - $587K
|
82.3K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.4K+ 15.68% |
$488K - $518K
|
165K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
18KNew |
$393K - $416K
|
18K
$409K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
17.8K+ 8.87% |
$388K - $411K
|
218K
$4.95M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
16K+ 4.18% |
$349K - $370K
|
399K
$9.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3KNew |
$289K - $306K
|
13.3K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.9KNew |
$259K - $275K
|
11.9K
$270K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.5KNew |
$228K - $242K
|
10.5K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10K+ 228.77% |
$219K - $232K
|
14.4K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.8KNew |
$213K - $226K
|
9.8K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.18KNew |
$135K - $143K
|
6.18K
$140K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.19K+ 23.31% |
$113K - $120K
|
27.5K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.81K+ 19.94% |
$105K - $111K
|
28.9K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.79K+ 7.71% |
$104K - $111K
|
66.9K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.59K+ 1.65% |
$100K - $106K
|
283K
$6.42M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 7.09% |
$85K - $90.1K
|
58.9K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.2K+ 31.67% |
$69.8K - $73.9K
|
13.3K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.13K+ 2.03% |
$68.2K - $72.3K
|
158K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.95KNew |
$42.5K - $45K
|
1.95K
$44.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.95K+ 2.66% |
$42.4K - $45K
|
75.1K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59KNew |
$34.5K - $36.6K
|
1.59K
$35.9K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.06K+ 59.49% |
$23.2K - $24.5K
|
2.85K
$64.6K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.02KNew |
$22.1K - $23.4K
|
1.02K
$23K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
960+ 2.51% |
$20.9K - $22.2K
|
39.3K
$891K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
593+ 4.81% |
$12.9K - $13.7K
|
12.9K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
446New |
$9.72K - $10.3K
|
446
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
315+ 2.42% |
$6.86K - $7.27K
|
13.3K
$303K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$21.8 - $23.1
|
4.47K
$101K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
29.9KNew |
$660K - $691K
|
29.9K
$679K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.03K+ 685.37% |
$155K - $162K
|
8.05K
$183K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.65KNew |
$58.4K - $61.2K
|
2.65K
$60.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
150+ 1.36% |
$3.31K - $3.46K
|
11.2K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
107New |
$2.36K - $2.47K
|
107
$2.43K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225K+ 16727.73% |
$4.68M - $5.01M
|
226K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 16.63% |
$346K - $370K
|
116K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
373New |
$7.77K - $8.31K
|
373
$8.46K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52KNew |
$1.04M - $1.11M
|
52K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8KNew |
$415K - $443K
|
20.8K
$471K
|
|