Latest Institutional Transactions on Listed Fds Tr Overlay Shs Shor (OVT)
This table provides information on the latest institutional transactions involving Listed Fds Tr Overlay Shs Shor (OVT) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
24.5K+ 1.8% |
$523K - $546K
|
1.39M
$30.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
2.34K+ 0.48% |
$49.9K - $52K
|
485K
$10.7M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.5KNew |
$293K - $303K
|
13.5K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-8.78K- 57.23% |
$191K - $197K
|
6.56K
$144K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.01M - $1.04M
|
46.4K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3KNew |
$65.4K - $67.5K
|
3K
$66K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-63.6KClosed |
$1.38M - $1.43M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
237New |
$5.16K - $5.33K
|
237
$5.21K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
117KNew |
$2.55M - $2.63M
|
117K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
15.2KNew |
$331K - $341K
|
15.2K
$334K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
202K+ 166.47% |
$4.43M - $4.61M
|
323K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$51.4K - $53.5K
|
2.34K
$51.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.4K+ 208.7% |
$513K - $533K
|
34.5K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.9KNew |
$327K - $340K
|
14.9K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
134+ 1.74% |
$2.94K - $3.06K
|
7.81K
$172K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.8K- 20.7% |
$83.5K - $86.9K
|
14.6K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.2KNew |
$136K - $142K
|
6.2K
$136K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.4 - $22.3
|
1
$22
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.6KNew |
$355K - $370K
|
16.6K
$365K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.57K- 21.88% |
$55K - $57.2K
|
9.18K
$202K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.67K+ 554.3% |
$35.8K - $37.4K
|
1.98K
$43.5K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
74.4KNew |
$1.57M - $1.61M
|
74.4K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
130KNew |
$2.74M - $2.81M
|
130K
$2.86M
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-7.47K- 3.32% |
$157K - $168K
|
218K
$4.79M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
439New |
$9.62K - $10.2K
|
439
$9.66K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-13.2KClosed |
$289K - $307K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.3K- 57.39% |
$290K - $309K
|
9.84K
$216K
|
|