Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23.9KNew |
$640K - $680K
|
23.9K
$805K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8.45KNew |
$226K - $241K
|
8.45K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.32K+ 114.62% |
$223K - $237K
|
15.6K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$1.34K - $1.42K
|
50
$1.69K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.7K- 67.11% |
$421K - $448K
|
7.71K
$260K
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-51.3K- 1.99% |
$1.37M - $1.46M
|
2.52M
$85M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-131K- 61.06% |
$3.51M - $3.73M
|
83.5K
$2.81M
|