Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
15.4K+ 42.42% |
$333K - $343K
|
51.7K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.8KNew |
$319K - $329K
|
14.8K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
724+ 12.77% |
$15.7K - $16.1K
|
6.4K
$141K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-237- 57.66% |
$5.12K - $5.28K
|
174
$3.83K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-288- 1.3% |
$6.23K - $6.42K
|
21.9K
$482K
|