Purchases and Sales Made in Q2 2025 in Listed Fds Tr Overlay Shs Shor (OVT)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Shor (OVT) during Q2 2025. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHS SHOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
30.1KNew |
$641K - $669K
|
30.1K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
24.5K+ 1.8% |
$523K - $546K
|
1.39M
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.6KNew |
$332K - $346K
|
15.6K
$349K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
14.2KNew |
$303K - $316K
|
14.2K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.89KNew |
$168K - $176K
|
7.89K
$177K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
2.34K+ 0.48% |
$49.9K - $52K
|
485K
$10.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
237New |
$5.05K - $5.27K
|
237
$5.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-299- 4.56% |
$6.37K - $6.65K
|
6.26K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.22K- 40.71% |
$26.1K - $27.2K
|
1.78K
$39.8K
|