Purchases and Sales Made in Q2 2025 in Listed Fds Tr Overlay Shs Fore (OVF)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Fore (OVF) during Q2 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS FORE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
172K+ 58.32% |
$3.74M - $4.79M
|
468K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-63- 0.63% |
$1.37K - $1.75K
|
9.98K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-913- 33.26% |
$19.8K - $25.4K
|
1.83K
$50.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-5.94K- 4.54% |
$129K - $165K
|
125K
$3.47M
|