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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.5K- 84.11% |
$1.05M - $1.1M
|
8.97K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25.6K- 29.09% |
$564K - $590K
|
62.4K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-15.5K- 31.33% |
$342K - $358K
|
34K
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-10.2K- 3.0% |
$224K - $235K
|
329K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.59K- 11.33% |
$145K - $152K
|
51.6K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.94K- 14.27% |
$131K - $137K
|
35.7K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.31K- 9.23% |
$73K - $76.4K
|
32.5K
$737K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.25K- 9.17% |
$27.4K - $28.7K
|
12.3K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-325- 2.5% |
$7.16K - $7.5K
|
12.7K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-159- 3.44% |
$3.5K - $3.67K
|
4.47K
$101K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-76- 0.58% |
$1.68K - $1.75K
|
13.1K
$296K
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-300- 40.0% |
$6.25K - $6.68K
|
450
$10.2K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-177K- 75.39% |
$3.43M - $3.68M
|
57.9K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.8K- 31.59% |
$131K - $141K
|
14.7K
$334K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.72K- 32.71% |
$33.2K - $35.6K
|
3.53K
$80K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.58K- 16.63% |
$63.6K - $70.2K
|
18K
$407K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 35.8% |
$5.33K - $5.89K
|
538
$12.2K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-45K- 69.23% |
$815K - $849K
|
20K
$453K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-145- 13.58% |
$2.53K - $2.68K
|
923
$20.9K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 50.0% |
$2.18K - $2.35K
|
130
$2.94K
|
|
| 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
|
|