Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25KNew |
$644K - $730K
|
25K
$866K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.85K+ 37.59% |
$151K - $171K
|
21.4K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
980New |
$25.2K - $28.6K
|
980
$33.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
731New |
$18.8K - $21.3K
|
731
$25.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125New |
$3.22K - $3.65K
|
125
$4.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-34.9K- 41.74% |
$898K - $1.02M
|
48.7K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-174K- 6.88% |
$4.47M - $5.07M
|
2.35M
$81.3M
|