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 | 2.7M | $61M | 6% | Sep 2024 |
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| CWM | 1.4M | $31M | 13% | Sep 2024 |
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| Envestnet Asset Management | 922k | $21M | 2% | Sep 2024 |
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| LPL Financial | 888k | $20M | 24% | Sep 2024 |
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| Beacon Pointe Advisors | 478k | $11M | -14% | Sep 2024 |
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| Goss Wealth Management | 473k | $10M | 100% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 408k | $9.1M | 49% | Sep 2024 |
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| Retirement Guys Formula | 339k | $7.6M | -3% | Sep 2024 |
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| Atria Investments | 247k | $5.5M | 11% | Sep 2024 |
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| International Assets Investment Management | 226k | $7.2M | 16728% | Sep 2024 |
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| Raymond James Financial Services Advisors | 117k | $2.6M | 17% | Sep 2024 |
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| Cambridge Investment Research Advisors | 106k | $2.4M | 15% | Sep 2024 |
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| Kingsview Wealth Management | 88k | $2.0M | -9% | Sep 2024 |
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| Stifel Financial | 73k | $1.6M | -79% | Jun 2024 |
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| Orion Portfolio Solutions | 57k | $1.3M | 21% | Sep 2024 |
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| Jane Street | 57k | $1.3M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 50k | $1.1M | 115% | Sep 2024 |
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| Chilton Capital Management | 50k | $1.1M | 27% | Sep 2024 |
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| Csenge Advisory Group | 42k | $936k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 37k | $813k | 65% | Sep 2024 |
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| Signature Estate and Investment Advisors | 36k | $798k | -5% | Sep 2024 |
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| Change Path | 21k | $461k | 100% | Sep 2024 |
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| Envestnet Portfolio Solutions | 19k | $415k | 18% | Sep 2024 |
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| Private Advisor | 17k | $388k | 17% | Sep 2024 |
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| Golden State Equity Partners | 17k | $375k | -9% | Sep 2024 |
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| Journey Strategic Wealth | 14k | $302k | -17% | Sep 2024 |
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| Clear Creek Financial Management | 13k | $293k | -5% | Sep 2024 |
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| Syntegra Private Wealth Group | 13k | $289k | -1% | Sep 2024 |
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| H D Vest Advisory Services | 13k | $271k | -29% | Jun 2024 |
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| Ausdal Financial Partners | 13k | $283k | 100% | Sep 2024 |
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| Advisor Group Holdings | 7.5k | $166k | -90% | Sep 2024 |
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| Creative Financial Designs | 5.3k | $119k | 1% | Sep 2024 |
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| Parallel Advisors | 4.6k | $103k | 0% | Sep 2024 |
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| Spire Wealth Management | 2.6k | $58k | 0% | Sep 2024 |
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| Global Retirement Partners | 1.0k | $23k | 100% | Sep 2024 |
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| CoreCap Advisors | 857.00 | $19k | 0% | Sep 2024 |
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| Harbour Investments | 538.00 | $12k | 0% | Sep 2024 |
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| WR Wealth Planners | 450.00 | $10k | -40% | Sep 2024 |
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| Wells Fargo & Company | 373.00 | $8.3k | 100% | Sep 2024 |
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| Proequities | 130.00 | $2.9M | 0% | Sep 2024 |
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| DHJJ Financial Advisors | 10.00 | $223.000000 | 0% | Sep 2024 |
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| Morgan Stanley | 1.00 | $30.000000 | 100% | Jun 2024 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Regal Investment Advisors | Jun 2024 | 52k | $1.1M |
| Citadel Advisors | Jun 2024 | 21k | $442k |
| Williams & Novak | Jun 2024 | 15k | $319k |
| Resurgent Financial Advisors | Mar 2024 | 12k | $253k |
| Resources Investment Advisors | Jun 2024 | 11k | $234k |