Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80.7K- 14.44% |
$1.68M - $1.8M
|
478K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-9.55K- 2.74% |
$199K - $213K
|
339K
$7.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.29K- 8.61% |
$173K - $185K
|
87.9K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.02K- 5.48% |
$83.7K - $89.5K
|
69.3K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.73K- 16.72% |
$56.8K - $60.7K
|
13.6K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.05K- 5.4% |
$42.6K - $45.5K
|
35.9K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.7K- 13.33% |
$35.4K - $37.9K
|
11.1K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.62K- 8.76% |
$33.6K - $36K
|
16.8K
$386K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-730- 5.26% |
$15.2K - $16.3K
|
13.1K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-300- 40.0% |
$6.25K - $6.68K
|
450
$10.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-189- 1.44% |
$3.93K - $4.21K
|
13K
$297K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-64.6K- 96.1% |
$1.29M - $1.38M
|
2.62K
$60K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-6.55K- 30.43% |
$131K - $140K
|
15K
$343K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-177K- 75.39% |
$3.43M - $3.68M
|
57.9K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.8K- 31.59% |
$131K - $141K
|
14.7K
$337K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.58K- 16.63% |
$63.6K - $70.2K
|
18K
$411K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 35.8% |
$5.33K - $5.89K
|
538
$12.3K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-45K- 69.23% |
$815K - $849K
|
20K
$458K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-145- 13.58% |
$2.53K - $2.68K
|
923
$21.1K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 50.0% |
$2.18K - $2.35K
|
130
$2.98K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-237KClosed |
$4M - $4.43M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$199K - $221K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7KClosed |
$181K - $200K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16Closed |
$270 - $299
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-203KClosed |
$3.62M - $3.96M
|
0
$0
|
|
|
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
|
|
| Q4 2021 | |||||||
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-232KClosed |
$4.24M - $4.55M
|
0
$0
|
|