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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.09K+ 20.0% |
$44.4K - $49.2K
|
12.6K
$316K
|
|
|
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
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
11.9KNew |
$259K - $275K
|
11.9K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.79K+ 7.71% |
$104K - $111K
|
66.9K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.2K+ 31.67% |
$69.8K - $73.9K
|
13.3K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59KNew |
$34.5K - $36.6K
|
1.59K
$40K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.02KNew |
$22.1K - $23.4K
|
1.02K
$25.6K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
960+ 2.51% |
$20.9K - $22.2K
|
39.3K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
446New |
$9.72K - $10.3K
|
446
$11.2K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
29.9KNew |
$660K - $691K
|
29.9K
$755K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.65KNew |
$58.4K - $61.2K
|
2.65K
$66.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
150+ 1.36% |
$3.31K - $3.46K
|
11.2K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
107New |
$2.36K - $2.47K
|
107
$2.7K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225K+ 16727.73% |
$4.68M - $5.01M
|
226K
$5.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 16.63% |
$346K - $370K
|
116K
$2.94M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52KNew |
$1.04M - $1.11M
|
52K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11KNew |
$220K - $235K
|
11K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 445.35% |
$23K - $24.5K
|
1.41K
$35.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
857New |
$17.1K - $18.3K
|
857
$21.6K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 116.35% |
$268K - $288K
|
25.8K
$650K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.02K+ 135.44% |
$136K - $145K
|
12.2K
$307K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4KNew |
$415K - $459K
|
23.4K
$589K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.4KNew |
$415K - $459K
|
23.4K
$589K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
130KNew |
$2.36M - $2.45M
|
130K
$3.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$181 - $189
|
10
$252
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
318K+ 291.66% |
$5.55M - $5.88M
|
427K
$10.8M
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
109KNew |
$1.84M - $1.97M
|
109K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.7KNew |
$265K - $285K
|
15.7K
$396K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$1.69K - $1.81K
|
100
$2.52K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24New |
$405 - $434
|
24
$605
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.1KNew |
$188K - $208K
|
11.1K
$280K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 23.86% |
$131K - $145K
|
40.1K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19KNew |
$20K - $22.2K
|
1.19K
$29.9K
|
|
| Q1 2022 | |||||||
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
11.5KNew |
$205K - $224K
|
11.5K
$289K
|
|