Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.19M+ 355.15% |
N/A
|
1.53M
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.9K+ 182.49% |
N/A
|
97.4K
$0
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
35.5K+ 30.04% |
N/A
|
154K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.3K+ 102138.46% |
N/A
|
13.3K
$0
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.17KNew |
N/A
|
9.17K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.55K+ 16137.74% |
N/A
|
8.61K
$0
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.53KNew |
N/A
|
7.53K
$0
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.1KNew |
N/A
|
5.1K
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.67KNew |
N/A
|
3.67K
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
768New |
N/A
|
768
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
746+ 2.34% |
N/A
|
32.7K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
583+ 7.46% |
N/A
|
8.39K
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
185New |
N/A
|
185
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
75New |
N/A
|
75
$0
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-81- 0.57% |
N/A
|
14.2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-250- 10.84% |
N/A
|
2.06K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-386- 5.89% |
N/A
|
6.17K
$0
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-406- 1.23% |
N/A
|
32.5K
$0
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-484- 4.8% |
N/A
|
9.59K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-529Closed |
N/A
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-548- 1.51% |
N/A
|
35.8K
$0
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 22.35% |
N/A
|
3.78K
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.51K- 10.87% |
N/A
|
12.4K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.67K- 1.17% |
N/A
|
309K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.05K- 5.07% |
N/A
|
75.8K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.35K- 18.25% |
N/A
|
37.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.9K- 63.38% |
N/A
|
6.3K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11K- 5.2% |
N/A
|
200K
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.6K- 53.95% |
N/A
|
28.7K
$0
|