Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
184KNew |
$4.32M - $4.84M
|
184K
$4.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26KNew |
$610K - $684K
|
26K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$349K - $391K
|
14.9K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.94K+ 8.45% |
$233K - $261K
|
128K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
884New |
$20.7K - $23.2K
|
884
$22.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
180+ 1.75% |
$4.22K - $4.73K
|
10.5K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-84.4K- 43.51% |
$1.98M - $2.22M
|
110K
$2.78M
|