Latest Institutional Transactions on Listed Fds Tr Overlay Shares M (OVM)
This table provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shares M (OVM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-142- 30.87% |
$3.13K - $3.22K
|
318
$7.07K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-21.1K- 34.15% |
$466K - $479K
|
40.8K
$906K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
548+ 15.17% |
$12.1K - $12.4K
|
4.16K
$92.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26KNew |
$562K - $583K
|
26K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.6 - $22.4
|
1
$22.2
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$251K - $260K
|
11.6K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.1K- 79.01% |
$110K - $114K
|
1.36K
$30.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
44.7K+ 322.68% |
$966K - $1M
|
58.6K
$1.3M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.9KNew |
$390K - $404K
|
17.9K
$398K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.19KNew |
$200K - $207K
|
9.19K
$204K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.3KNew |
$467K - $520K
|
23.3K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.9KNew |
$219K - $244K
|
10.9K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-958- 9.15% |
$19.2K - $21.4K
|
9.51K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
134New |
$2.69K - $2.99K
|
134
$2.98K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
24KNew |
$501K - $529K
|
24K
$533K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.17KNew |
$24.4K - $25.8K
|
1.17K
$26K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.7KNew |
$433K - $457K
|
20.7K
$460K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
200+ 1.78% |
$4.16K - $4.41K
|
11.4K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
790New |
$16.4K - $17.4K
|
790
$17.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
864New |
$18K - $19.1K
|
864
$19.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.11KNew |
$64.8K - $68.7K
|
3.11K
$69.3K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
40KNew |
$840K - $916K
|
40K
$889K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.51K- 32.71% |
$31.8K - $34.7K
|
3.11K
$69.3K
|
|