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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
635K+ 117.84% |
$13.5M - $14.9M
|
1.17M
$28.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
550K+ 76.25% |
$11.7M - $12.9M
|
1.27M
$30.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
216K+ 90.68% |
$4.57M - $5.07M
|
453K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
151K+ 9.35% |
$3.21M - $3.56M
|
1.77M
$42.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 12.36% |
$3.13M - $3.46M
|
1.34M
$32.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
108K+ 49.56% |
$2.29M - $2.54M
|
326K
$7.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
36.8K+ 9.22% |
$781K - $865K
|
436K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.6K+ 60.52% |
$586K - $649K
|
73.3K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.9K+ 14.37% |
$443K - $490K
|
166K
$3.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19.7KNew |
$417K - $462K
|
19.7K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.8KNew |
$355K - $394K
|
16.8K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 16.18% |
$258K - $286K
|
87.2K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$245K - $272K
|
11.6K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$245K - $272K
|
11.6K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.4K+ 6.27% |
$220K - $244K
|
176K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.42KNew |
$200K - $221K
|
9.42K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.26K+ 1.65% |
$196K - $218K
|
571K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.7KNew |
$185K - $204K
|
8.7K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.48K+ 14.38% |
$180K - $199K
|
67.4K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.18K+ 11.12% |
$173K - $192K
|
81.7K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.08K+ 25.05% |
$150K - $166K
|
35.3K
$847K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.7K+ 58.2% |
$121K - $134K
|
15.5K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.32K+ 186.53% |
$113K - $125K
|
8.17K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.23K+ 7.81% |
$111K - $123K
|
72.2K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.82K+ 4.95% |
$59.7K - $66.2K
|
59.8K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.53K+ 1.6% |
$53.6K - $59.4K
|
160K
$3.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.09K+ 20.0% |
$44.4K - $49.2K
|
12.6K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 27.34% |
$35.8K - $39.7K
|
7.87K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.6K+ 12.08% |
$34K - $37.6K
|
14.9K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
977+ 0.19% |
$20.7K - $23K
|
523K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
400+ 4.97% |
$8.48K - $9.4K
|
8.45K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
52+ 0.88% |
$1.1K - $1.22K
|
5.94K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67K+ 746.75% |
$1.46M - $1.55M
|
76K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
44.8KNew |
$975K - $1.03M
|
44.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.9KNew |
$259K - $275K
|
11.9K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.81K+ 19.94% |
$105K - $111K
|
28.9K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.79K+ 7.71% |
$104K - $111K
|
66.9K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.2K+ 31.67% |
$69.8K - $73.9K
|
13.3K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59KNew |
$34.5K - $36.6K
|
1.59K
$38K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.02KNew |
$22.1K - $23.4K
|
1.02K
$24.3K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
960+ 2.51% |
$20.9K - $22.2K
|
39.3K
$942K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
593+ 4.81% |
$12.9K - $13.7K
|
12.9K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
446New |
$9.72K - $10.3K
|
446
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
315+ 2.42% |
$6.86K - $7.27K
|
13.3K
$320K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$21.8 - $23.1
|
4.47K
$107K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
29.9KNew |
$660K - $691K
|
29.9K
$718K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 140.95% |
$107K - $112K
|
8.29K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.65KNew |
$58.4K - $61.2K
|
2.65K
$63.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
150+ 1.36% |
$3.31K - $3.46K
|
11.2K
$269K
|
|