Latest Institutional Transactions on Listed Fds Tr Overlay Shs Smal (OVS)
This table provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shs Smal (OVS) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.9KNew |
$424K - $507K
|
13.9K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
30+ 37.04% |
$919 - $1.1K
|
111
$3.42K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.06KNew |
$63.2K - $75.4K
|
2.06K
$63.5K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
124K+ 114.33% |
$3.81M - $4.54M
|
233K
$7.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
325+ 0.71% |
$9.95K - $11.9K
|
45.8K
$1.41M
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.75K+ 22.36% |
$60.7K - $68.3K
|
9.55K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-30.4K- 28.89% |
$1.06M - $1.19M
|
74.8K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
466New |
$16.2K - $18.2K
|
466
$14.3K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.88K- 49.07% |
$60.8K - $68.1K
|
1.95K
$59.9K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-721- 80.83% |
$20.1K - $22.2K
|
171
$5.26K
|
|
| Q3 2021 | |||||||
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-3.12KClosed |
$107K - $118K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.2KClosed |
$311K - $467K
|
0
$0
|
|