Purchases and Sales Made in Q1 2025 in Listed Fds Tr Overlay Shares M (OVM)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shares M (OVM) during Q1 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHARES M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
161K+ 24.71% |
$3.42M - $3.56M
|
812K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.3KNew |
$388K - $404K
|
18.3K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.69KNew |
$206K - $214K
|
9.69K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.29K+ 850.19% |
$48.6K - $50.6K
|
2.56K
$54K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.24K+ 165.02% |
$47.5K - $49.5K
|
3.59K
$75.8K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$21.3 - $22.1
|
2
$42.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-494- 0.82% |
$10.5K - $10.9K
|
59.9K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-1.3K- 9.29% |
$27.6K - $28.8K
|
12.7K
$268K
|