Who owns Overlay Shares Core Bond Etf etf?
- Ticker: OVB
- CUSIP Number: 53656f862
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Analyze quarterly positions in Overlay Shares Core Bond Etf etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Overlay Shares Core Bond Etf etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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HighTower Advisors | 422k | $8.8M | 3% | Mar 2024 |
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Lakeview Capital Partners | 223k | $4.7M | 7% | Mar 2024 |
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IFP Advisors | 77k | $1.6M | -4% | Dec 2023 |
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Jpmorgan Chase & Co | 24k | $505k | -30% | Mar 2024 |
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Gts Securities | 24k | $492k | 68% | Mar 2024 |
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Sandy Spring Bank | 20k | $420k | -1% | Mar 2024 |
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Susquehanna International | 13k | $268k | 100% | Mar 2024 |
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Wells Fargo & Company | 6.9k | $144k | 1586% | Mar 2024 |
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Cape Investment Advisory | 730.00 | $15k | 0% | Dec 2023 |
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Morgan Stanley | 463.00 | $9.7k | 0% | Mar 2024 |
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UBS Group | 324.00 | $6.8k | -70% | Mar 2024 |
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Who sold out of Overlay Shares Core Bond Etf etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
LJI Wealth Management | Sep 2023 | 25k | $494k |
LPL Financial | Sep 2023 | 12k | $239k |
Citadel Advisors | Dec 2023 | 12k | $245k |
Northwestern Mutual Wealth Management Company | Sep 2023 | 893.00 | $18k |