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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.6K- 4.76% |
$1.3M - $1.38M
|
1.19M
$27M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.3K- 61.39% |
$594K - $629K
|
17.1K
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-19.5K- 5.92% |
$425K - $450K
|
310K
$7.02M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-15.6K- 0.55% |
$340K - $360K
|
2.81M
$63.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 2.18% |
$262K - $278K
|
539K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.1K- 12.99% |
$177K - $187K
|
54.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-6.27K- 27.07% |
$137K - $145K
|
16.9K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.93K- 11.5% |
$129K - $137K
|
45.6K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.8K- 3.84% |
$126K - $134K
|
145K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.03K- 53.94% |
$87.8K - $93K
|
3.44K
$78K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4K- 11.21% |
$87.2K - $92.4K
|
31.7K
$718K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.36K- 19.79% |
$73.2K - $77.6K
|
13.6K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.28K- 12.35% |
$71.5K - $75.7K
|
23.3K
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3.09K- 34.42% |
$67.3K - $71.3K
|
5.89K
$133K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.65K- 13.04% |
$36K - $38.1K
|
11K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.63K- 5.02% |
$35.6K - $37.7K
|
30.9K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-859- 32.7% |
$18.7K - $19.8K
|
1.77K
$40.1K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-793- 1.37% |
$17.3K - $18.3K
|
56.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-781- 19.75% |
$17K - $18K
|
3.17K
$72K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-361- 0.04% |
$7.87K - $8.34K
|
1M
$22.7M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-287- 0.85% |
$6.25K - $6.63K
|
33.4K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130Closed |
$2.83K - $3K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-45- 0.84% |
$981 - $1.04K
|
5.3K
$120K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-15.5K- 31.33% |
$342K - $358K
|
34K
$771K
|
|
|
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
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164- 99.39% |
$3.28K - $3.5K
|
1
$22.7
|
|
| Q1 2024 | |||||||
|
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
$80.2K
|
|
| 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
$454K
|
|
| 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
|
|
| 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 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
|
|