Purchases and Sales Made in Q2 2023 in Listed Fds Tr Overlay Shs Smal (OVS)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Smal (OVS) during Q2 2023. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.65K+ 510.2% |
$102K - $113K
|
4.37K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.4K+ 3.94% |
$66.8K - $74K
|
63.3K
$2.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.23K+ 7.22% |
$34.3K - $38K
|
18.3K
$696K
|
|
|
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
|
- |
-505- 89.07% |
$14.1K - $15.6K
|
62
$2.36K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-721- 80.83% |
$20.1K - $22.2K
|
171
$6.5K
|