Latest Institutional Transactions on Listed Fds Tr Overlay Shs Hedg (OVLH)
This table provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shs Hedg (OVLH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
48.4KNew |
$1.55M - $1.78M
|
48.4K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20K+ 123.78% |
$638K - $736K
|
36.1K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
81K+ 8.25% |
$2.59M - $2.99M
|
1.06M
$39.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
308K+ 560.56% |
$9.86M - $11.4M
|
363K
$13.6M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.49K- 11.91% |
$49K - $52.1K
|
11K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88- 16.57% |
$2.9K - $3.09K
|
443
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.81K- 13.42% |
$92.7K - $98.7K
|
18.1K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-720- 12.95% |
$23.7K - $25.3K
|
4.84K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
401+ 3.64% |
$13.2K - $14.1K
|
11.4K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.53K- 42.82% |
$248K - $264K
|
10.1K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16KNew |
$527K - $561K
|
16K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.8K+ 25.44% |
$59.3K - $63.1K
|
8.87K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
314New |
$10.3K - $11K
|
314
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.8KClosed |
$884K - $941K
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
81.6K+ 146.54% |
$2.74M - $2.87M
|
137K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
429New |
$14.4K - $15.1K
|
429
$16K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
29+ 725.0% |
$972 - $1.02K
|
33
$1.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.5KNew |
$420K - $440K
|
12.5K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-321- 2.51% |
$10.8K - $11.3K
|
12.5K
$466K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$369K - $396K
|
11.7K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-11.2K- 59.39% |
$352K - $379K
|
7.67K
$286K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
32.5KNew |
$978K - $1.05M
|
32.5K
$1.21M
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.07KNew |
$202K - $221K
|
7.07K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.4KNew |
$439K - $482K
|
15.4K
$575K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$644K - $730K
|
25K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125New |
$3.22K - $3.65K
|
125
$4.66K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23.9KNew |
$640K - $680K
|
23.9K
$891K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$1.34K - $1.42K
|
50
$1.87K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.93K- 48.82% |
$146K - $157K
|
6.22K
$232K
|
|