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 | 3.1M | $60M | -8% | Dec 2023 |
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| CWM | 986k | $20M | -11% | 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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| Atria Investments | 152k | $3.0M | 24% | Dec 2023 |
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| Jane Street | 95k | $1.9M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 82k | $1.7M | -7% | Mar 2024 |
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| Advisor Group Holdings | 75k | $1.5M | -8% | Dec 2023 |
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| Stifel Financial | 70k | $1.4M | 40% | Dec 2023 |
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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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| Syntegra Private Wealth Group | 51k | $991k | -14% | Dec 2023 |
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| Orion Portfolio Solutions | 50k | $974k | 24% | Dec 2023 |
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| Baird Financial | 39k | $756k | 98% | Dec 2023 |
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| Chilton Capital Management | 39k | $754k | 465% | Dec 2023 |
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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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| Commonwealth Equity Services | 25k | $487k | -17% | Dec 2023 |
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| Focus Financial Network | 23k | $458k | 100% | Dec 2023 |
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| Williams & Novak | 22k | $420k | 0% | Mar 2024 |
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| Creative Financial Designs | 20k | $391k | -15% | Dec 2023 |
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| Kingsview Wealth Management | 18k | $350k | -3% | Dec 2023 |
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| H D Vest Advisory Services | 18k | $345k | 25% | Dec 2023 |
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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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| Atria Wealth Solutions | 14k | $281k | -16% | Dec 2023 |
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| Clear Creek Financial Management | 14k | $279k | 0% | Dec 2023 |
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| Citadel Advisors | 11k | $211k | 100% | Dec 2023 |
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| Resurgent Financial Advisors | 5.2k | $101k | 100% | Dec 2023 |
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| Parallel Advisors | 4.6k | $90k | -70% | Dec 2023 |
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| Harbour Investments | 538.00 | $11k | -36% | Dec 2023 |
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| Proequities | 130.00 | $2.5M | 0% | Dec 2023 |
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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 |
|---|---|---|---|
| Clearview Wealth Advisors | Dec 2023 | 18k | $350k |
| UBS Group | Sep 2023 | 1.0k | $19k |