Purchases and Sales Made in Q2 2023 in Listed Fds Tr Overlay Shs Hedg (OVLH)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Hedg (OVLH) during Q2 2023. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS HEDG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.4KNew |
$602K - $652K
|
23.4K
$816K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
17.8K+ 0.7% |
$456K - $495K
|
2.57M
$89.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
11.5K+ 5.65% |
$295K - $319K
|
214K
$7.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.88K+ 1824.67% |
$177K - $191K
|
7.26K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-50- 0.34% |
$1.28K - $1.39K
|
14.5K
$505K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-644- 88.58% |
$16.5K - $17.9K
|
83
$2.89K
|