Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
484K+ 31.67% |
N/A
|
2.01M
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
227+ 1.71% |
N/A
|
13.5K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147+ 0.39% |
N/A
|
37.6K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-60- 0.56% |
N/A
|
10.6K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-1.48K- 4.13% |
N/A
|
34.4K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.32K- 39.56% |
N/A
|
5.07K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.73K- 5.03% |
N/A
|
146K
$0
|