Latest Institutional Purchases of Listed Fds Tr Overlay Shs Larg (OVL)
This list provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shs Larg (OVL) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
256K+ 102.38% |
N/A
|
506K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
7.76K+ 7.79% |
N/A
|
107K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.22KNew |
N/A
|
5.22K
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.73K+ 15.96% |
N/A
|
34.3K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
18+ 0.37% |
N/A
|
4.83K
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.99KNew |
N/A
|
6.99K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3K+ 48.42% |
N/A
|
9.18K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
N/A
|
2.22K
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.04% |
N/A
|
2.31K
$0
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$0
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.75K+ 7.78% |
N/A
|
38.1K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.34K+ 2.58% |
N/A
|
93.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$0
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
152KNew |
N/A
|
152K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44New |
N/A
|
44
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
82.1KNew |
N/A
|
82.1K
$0
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
493+ 6.03% |
N/A
|
8.67K
$0
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45New |
N/A
|
45
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.56K+ 4.89% |
N/A
|
119K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
35.3KNew |
N/A
|
35.3K
$0
|
|