Latest Institutional Purchases of Listed Fds Tr Overlay Shs Hedg (OVLH)
This list provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shs Hedg (OVLH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
308K+ 560.56% |
$9.86M - $11.4M
|
363K
$13.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104KNew |
$3.32M - $3.82M
|
104K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
81K+ 8.25% |
$2.59M - $2.99M
|
1.06M
$39.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
48.4KNew |
$1.55M - $1.78M
|
48.4K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
24.2KNew |
$775K - $894K
|
24.2K
$912K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
20K+ 123.78% |
$638K - $736K
|
36.1K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.6KNew |
$369K - $426K
|
11.6K
$434K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.03KNew |
$225K - $259K
|
7.03K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.52KNew |
$144K - $167K
|
4.52K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.11K+ 30.91% |
$99.4K - $115K
|
13.2K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.1KNew |
$35.1K - $40.4K
|
1.1K
$41.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16KNew |
$527K - $561K
|
16K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.8K+ 25.44% |
$59.3K - $63.1K
|
8.87K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
401+ 3.64% |
$13.2K - $14.1K
|
11.4K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
314New |
$10.3K - $11K
|
314
$11.8K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
81.6K+ 146.54% |
$2.74M - $2.87M
|
137K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
429New |
$14.4K - $15.1K
|
429
$16.1K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$369K - $396K
|
11.7K
$441K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
32.5KNew |
$978K - $1.05M
|
32.5K
$1.22M
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.4KNew |
$439K - $482K
|
15.4K
$580K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.07KNew |
$202K - $221K
|
7.07K
$266K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$644K - $730K
|
25K
$940K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125New |
$3.22K - $3.65K
|
125
$4.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23.9KNew |
$640K - $680K
|
23.9K
$898K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$1.34K - $1.42K
|
50
$1.88K
|
|