Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.99K- 44.06% |
$256K - $295K
|
10.1K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.12K- 10.16% |
$35.7K - $41.2K
|
9.88K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-239- 4.94% |
$7.64K - $8.81K
|
4.6K
$173K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51- 11.51% |
$1.63K - $1.88K
|
392
$14.7K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.8KClosed |
$884K - $941K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.81K- 13.42% |
$92.7K - $98.7K
|
18.1K
$682K
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-321- 2.51% |
$10.8K - $11.3K
|
12.5K
$469K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-11.2K- 59.39% |
$352K - $379K
|
7.67K
$288K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.93K- 48.82% |
$146K - $157K
|
6.22K
$234K
|
|