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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$0
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.19K+ 20.59% |
N/A
|
18.7K
$0
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.04K+ 8.67% |
N/A
|
38.1K
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.82K+ 8.31% |
N/A
|
36.8K
$0
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 16.77% |
N/A
|
16.6K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.28K+ 1.39% |
N/A
|
93.2K
$0
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
261+ 1.35% |
N/A
|
19.6K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 6.32% |
N/A
|
555
$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
|