Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
81.9K+ 3.02% |
N/A
|
2.79M
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
50.2K+ 32.36% |
N/A
|
205K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.7K+ 13.75% |
N/A
|
386K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.5K+ 130.58% |
N/A
|
18.6K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
7KNew |
N/A
|
7K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.06K+ 80.83% |
N/A
|
4.61K
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
1.47K+ 21.29% |
N/A
|
8.36K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
761+ 0.87% |
N/A
|
87.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
652+ 194.05% |
N/A
|
988
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
447+ 0.16% |
N/A
|
278K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
215+ 0.36% |
N/A
|
60.2K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81- 1.73% |
N/A
|
4.6K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-241- 11.69% |
N/A
|
1.82K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-755Closed |
N/A
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.3KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-13.6K- 49.93% |
N/A
|
13.6K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.8K- 47.96% |
N/A
|
20.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-56.9K- 39.36% |
N/A
|
87.7K
$0
|