Overlay Shares Large Cap Equity ETF (OVL) Institutional Ownership

$40.23
+0.12 (+0.30%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Overlay Shares Large Cap Equity ETF (NYSEARCA:OVL)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$640.37K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$38.51M
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OVL Institutional Buying and Selling by Quarter

Overlay Shares Large Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/5/2024 NBC Securities Inc.16,555$715K0.1%+16.8%0.385%
2/8/2024Janney Montgomery Scott LLC58,365$2.20M0.0%-0.7%1.357%
2/7/2024 NBC Securities Inc.14,177$533K0.1%-4.7%0.330%
1/8/2024 Country Trust Bank1,359,906$51.21M1.4%-42.8%31.626%
11/8/2023Janney Montgomery Scott LLC58,755$2.00M0.0%-3.5%1.366%
11/4/2023 NBC Securities Inc.14,881$505K0.1%N/A0.346%
7/26/2023Janney Montgomery Scott LLC60,857$2.18M0.0%+1.6%1.466%
4/28/2023Janney Montgomery Scott LLC59,918$1.97M0.0%-0.7%1.444%
3/6/2023OLD Mission Capital LLC13,092$399K0.0%N/A0.195%
2/1/2023Janney Montgomery Scott LLC60,347$1.84M0.0%-2.7%0.901%
11/15/2022Bison Wealth LLC55,778$1.60M0.6%+73.5%0.706%
11/14/2022Horizon Investments LLC113,599$3.23M0.1%+6.1%1.438%
10/25/2022Janney Montgomery Scott LLC61,995$1.78M0.0%-21.3%0.795%
10/6/2022 Advocacy Wealth Management Services LLC3,484,083$105.53M15.4%+5.7%45.248%
8/5/2022OLD Mission Capital LLC43,089$1.34M0.0%+219.1%0.560%
8/3/2022Janney Montgomery Scott LLC78,803$2.45M0.0%+12.3%1.023%
7/12/2022 Country Trust Bank2,379,381$73.91M2.3%+40.8%31.308%
7/6/2022 Advocacy Wealth Management Services LLC3,297,017$102.41M16.5%+29.1%43.382%
4/25/2022 Country Trust Bank1,690,100$64.83M1.8%+79.5%22.460%
4/4/2022 Advocacy Wealth Management Services LLC2,553,976$98.21M17.1%-8.6%34.397%
2/10/2022OLD Mission Capital LLC13,608$553K0.0%-49.9%0.197%
1/5/2022 Advocacy Wealth Management Services LLC2,794,435$113.54M19.0%+3.0%46.381%
11/12/2021OLD Mission Capital LLC27,180$1.01M0.0%+127.8%0.508%
10/29/2021Janney Montgomery Scott LLC60,033$2.23M0.0%-4.4%1.138%
10/5/2021 Advocacy Wealth Management Services LLC2,712,489$100.83M18.2%+1.5%52.163%
8/13/2021OLD Mission Capital LLC11,930$445K0.0%N/A0.235%
7/20/2021 Country Trust Bank941,400$35.13M1.0%N/A18.734%
4/27/2021Janney Montgomery Scott LLC77,693$2.66M0.0%-8.2%1.895%
4/5/2021 Advocacy Wealth Management Services LLC2,628,972$90.78M18.1%+2.8%64.121%
1/25/2021Janney Montgomery Scott LLC84,587$2.70M0.0%+4.4%2.115%
11/6/2020Janney Montgomery Scott LLC81,043$2.35M0.0%+69.7%2.026%
10/2/2020 Advocacy Wealth Management Services LLC2,669,039$77.45M12.5%+26.4%68.878%
8/4/2020Niemann Capital Management Inc.17,836$470K0.6%N/A0.566%
7/23/2020Janney Montgomery Scott LLC47,759$1.26M0.0%+48.1%1.553%
7/2/2020 Advocacy Wealth Management Services LLC2,111,002$55.60M11.3%+14.4%76.764%
4/30/2020Janney Montgomery Scott LLC32,247$692K0.0%N/A1.344%
(Data available from 1/1/2016 forward)

OVL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OVL shares?

During the previous two years, the following institutional investors and hedge funds held shares of Overlay Shares Large Cap Equity ETF shares: Advocacy Wealth Management Services LLC ($105.53M), Country Trust Bank ($51.21M), Horizon Investments LLC ($3.23M), Janney Montgomery Scott LLC ($2.20M), Bison Wealth LLC ($1.60M), and NBC Securities Inc. ($715K), and OLD Mission Capital LLC ($399K).Learn more on OVL's institutional investors.

Which institutional investors have been buying Overlay Shares Large Cap Equity ETF stock?

The following institutional investors have purchased Overlay Shares Large Cap Equity ETF stock in the last 24 months: Country Trust Bank ($1.44M), Advocacy Wealth Management Services LLC ($930.11K), OLD Mission Capital LLC ($42.68K), Bison Wealth LLC ($23.62K), NBC Securities Inc. ($17.26K), Janney Montgomery Scott LLC ($9.59K), and Horizon Investments LLC ($6.56K).

How much institutional buying is happening at Overlay Shares Large Cap Equity ETF?

Institutional investors have bought a total of 2,467,799 shares in the last 24 months. This purchase volume represents approximately $81.67M in transactions.

Which Overlay Shares Large Cap Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Overlay Shares Large Cap Equity ETF stock in the last 24 months: Country Trust Bank ($1.02M), Janney Montgomery Scott LLC ($21.38K), and NBC Securities Inc. ($704.00).

How much institutional selling is happening at Overlay Shares Large Cap Equity ETF?

Institutional investors have sold a total of 1,041,556 shares in the last 24 months. This volume of shares sold represents approximately $39.05M in transactions.


This page (NYSEARCA:OVL) was last updated on 4/24/2024 by MarketBeat.com Staff

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