Who owns LISTED FD TR?
- Ticker: HEGD
- CUSIP Number: 53656f599
Tip: Access positions for across all investors
Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Listed Fd Tr stock
Who bought or sold LISTED FD TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Swan Wealth Advisors | 2.8M | $59M | -7% | Mar 2024 |
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| CWM | 986k | $20M | -11% | Mar 2024 |
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| Envestnet Asset Management | 864k | $18M | -8% | Mar 2024 |
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| LPL Financial | 539k | $11M | 1191% | Mar 2024 |
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| Beacon Pointe Advisors | 505k | $9.9M | -32% | Dec 2023 |
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| Retirement Guys Formula | 358k | $7.4M | -4% | Mar 2024 |
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| Stifel Financial | 357k | $7.4M | 409% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 261k | $5.4M | 100% | Mar 2024 |
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| Atria Investments | 152k | $3.0M | 24% | Dec 2023 |
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| Cambridge Investment Research Advisors | 82k | $1.7M | -7% | Mar 2024 |
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| Advisor Group Holdings | 78k | $1.6M | 4% | Mar 2024 |
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| Kingsview Wealth Management | 68k | $1.4M | 280% | Mar 2024 |
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| Spire Wealth Management | 67k | $1.4M | 0% | Mar 2024 |
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| Advisor Resource Council | 58k | $1.1M | -75% | Mar 2024 |
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| Orion Portfolio Solutions | 47k | $980k | -6% | Mar 2024 |
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| Baird Financial | 39k | $756k | 98% | Dec 2023 |
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| Chilton Capital Management | 37k | $776k | -3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 28k | $578k | 100% | Mar 2024 |
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| Cedar Brook Financial Partners | 26k | $535k | 116% | Mar 2024 |
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| Focus Financial Network | 23k | $458k | 100% | Dec 2023 |
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| Commonwealth Equity Services | 23k | $466k | -10% | Mar 2024 |
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| Williams & Novak | 22k | $420k | 0% | Mar 2024 |
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| Creative Financial Designs | 22k | $446k | 7% | Mar 2024 |
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| Atria Wealth Solutions | 19k | $392k | 32% | Mar 2024 |
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| H D Vest Advisory Services | 18k | $374k | 2% | Mar 2024 |
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| Golden State Equity Partners | 17k | $330k | -19% | Dec 2023 |
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| Dynamic Advisors Solutions | 15k | $305k | -32% | Mar 2024 |
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| Private Advisor | 14k | $293k | 100% | Mar 2024 |
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| Clear Creek Financial Management | 14k | $288k | -3% | Mar 2024 |
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| Syntegra Private Wealth Group | 14k | $286k | -73% | Mar 2024 |
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| Envestnet Portfolio Solutions | 13k | $263k | 100% | Mar 2024 |
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| Resurgent Financial Advisors | 12k | $253k | 135% | Mar 2024 |
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| Parallel Advisors | 4.6k | $96k | 0% | Mar 2024 |
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| Harbour Investments | 538.00 | $11k | -36% | Dec 2023 |
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| UBS Group | 258.00 | $5.3k | 100% | Mar 2024 |
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| Proequities | 130.00 | $2.7M | 0% | Mar 2024 |
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| DHJJ Financial Advisors | 10.00 | $208.000000 | 0% | Mar 2024 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2023 | 95k | $1.9M |
| Clearview Wealth Advisors | Dec 2023 | 18k | $350k |
| Citadel Advisors | Dec 2023 | 11k | $211k |