Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
912+ 1.95% |
$18.1K - $21.4K
|
47.7K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43- 0.19% |
$854 - $1.01K
|
22.3K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.18K- 43.36% |
$182K - $216K
|
12K
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-65.6K- 30.97% |
$1.3M - $1.54M
|
146K
$3.57M
|