Purchases and Sales Made in Q1 2021 in Listed Fds Tr Overlay Shs Larg (OVL)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Larg (OVL) during Q1 2021. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS LARG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 05, 2021
Q1 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
72.3K+ 2.83% |
N/A
|
2.63M
$0
|
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
41.3KNew |
N/A
|
41.3K
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.5K+ 9.74% |
N/A
|
389K
$0
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 4.68% |
N/A
|
349K
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.45K+ 38.09% |
N/A
|
23.4K
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
247+ 9.34% |
N/A
|
2.89K
$0
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.87K- 16.64% |
N/A
|
9.34K
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-4.37KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.33K- 3.27% |
N/A
|
158K
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.89K- 8.15% |
N/A
|
77.7K
$0
|