Overlay Shares Core Bond ETF (OVB) Institutional Ownership $20.58 +0.04 (+0.19%) (As of 12/20/2024 04:33 PM ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Overlay Shares Core Bond ETF (NYSEARCA:OVB)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$1.08MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$788.57K Get OVB Insider Trade Alerts Want to know when executives and insiders are buying or selling Overlay Shares Core Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OVB Institutional Buying and Selling by Quarter Ad Crypto 101 MediaTrump’s Sending THIS Crypto Higher on PurposeDiscover the coin set to explode before 2025! Trump could trigger THIS crypto coin… YES, I WANT THE #1 CRYPTO NOW Overlay Shares Core Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024 HighTower Advisors LLC473,029$10.20M0.0%+8.7%21.501% 11/14/2024 RPg Family Wealth Advisory LLC6,400$138K0.0%N/A0.291% 1/30/2024 Bison Wealth LLC207,685$4.27M0.8%-14.6%9.030% 1/26/2024 Sandy Spring Bank20,266$417K0.0%+3.9%0.881% 1/24/2024 International Assets Investment Management LLC5,389$111K0.0%N/A0.234% 1/9/2024IFP Advisors Inc77,224$1.59M0.1%-3.6%3.358% Get the Latest News and Ratings for OVB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Overlay Shares Core Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 11/13/2023 Bison Wealth LLC243,126$4.77M0.9%-29.3%10.571% 11/8/2023 HighTower Advisors LLC435,364$8.52M0.0%+12.8%18.929% 10/30/2023 Sandy Spring Bank19,499$383K0.0%-11.3%0.848% 10/12/2023IFP Advisors Inc80,119$1.57M0.1%+11.4%3.483% 8/14/2023IFP Advisors Inc71,950$1.49M0.1%+7.2%3.128% 8/14/2023 Resurgent Financial Advisors LLC5,617$116K0.1%-15.5%0.244% 8/14/2023 Bison Wealth LLC343,915$7.13M1.3%+3.1%14.953% 8/4/2023 Sandy Spring Bank21,994$456K0.0%-2.8%0.956% 8/4/2023IFP Advisors Inc71,950$1.80M0.1%+7.2%3.128% 7/18/2023 Fiduciary Alliance LLC84,673$1.76M0.4%-6.3%3.528% 5/15/2023 Bison Wealth LLC333,687$7.01M2.2%+30.4%14.508% 5/12/2023 MRP Capital Investments LLC5,000$105K0.1%+1,624.1%0.217% 5/12/2023 HighTower Advisors LLC387,171$8.14M0.0%+35.4%16.834% 4/18/2023IFP Advisors Inc67,094$1.68M0.1%-40.1%2.917% 4/18/2023 Fiduciary Alliance LLC90,327$1.90M0.5%-3.5%3.927% 3/6/2023 OLD Mission Capital LLC11,256$228K0.0%-75.5%0.489% 2/10/2023 Bison Wealth LLC255,933$5.37M1.7%+81.4%11.128% 2/10/2023 Sandy Spring Bank22,376$454K0.0%-53.8%0.973% 2/9/2023 HighTower Advisors LLC286,041$5.80M0.0%-28.3%12.437% 2/7/2023IFP Advisors Inc112,097$2.81M0.1%-28.6%4.874% 1/20/2023 HB Wealth Management LLC11,303$229K0.0%N/A0.491% 1/19/2023 Fiduciary Alliance LLC93,622$1.90M0.5%N/A4.071% 11/15/2022 Bison Wealth LLC141,094$2.85M1.1%+15.3%5.427% 11/14/2022 OLD Mission Capital LLC45,932$928K0.0%+15.5%1.767% 11/2/2022 Sandy Spring Bank48,406$978K0.1%+2.2%1.862% 10/25/2022Raymond James & Associates23,527$475K0.0%-43.6%0.905% 8/5/2022 OLD Mission Capital LLC39,779$873K0.0%+88.1%1.283% 8/3/2022 Envestnet Asset Management Inc.25,206$553K0.0%-23.2%0.813% 8/3/2022 Janney Montgomery Scott LLC9,517$209K0.0%+9.7%0.307% 7/22/2022 Bison Wealth LLC122,370$2.68M1.5%+57.2%3.947% 7/21/2022 Sandy Spring Bank47,364$1.04M0.1%-4.3%1.528% 7/6/2022 Advocacy Wealth Management Services LLC9,838$216K0.0%-99.7%0.317% 5/16/2022 Horizon Investments LLC108,308$2.55M0.1%+3.8%3.438% 5/12/2022 Bison Wealth LLC77,823$1.85M0.9%N/A2.471% Trump’s Sending THIS Crypto Higher on Purpose (Ad)Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin… YES, I WANT THE #1 CRYPTO NOW5/12/2022 HighTower Advisors LLC628,097$14.91M0.0%+1,384.1%19.940% 5/4/2022 Envestnet Asset Management Inc.32,840$781K0.0%+1.7%1.043% 5/3/2022 Sandy Spring Bank49,470$1.18M0.1%+8.2%1.570% 4/27/2022 ProVise Management Group LLC12,475$297K0.0%-72.4%0.387% 4/4/2022 Advocacy Wealth Management Services LLC3,185,715$75.61M13.2%-1.9%48.637% 2/16/2022 Horizon Investments LLC104,393$2.66M0.1%+5.3%1.618% 2/14/2022 Hilltop Holdings Inc.24,577$627K0.1%N/A0.381% 2/10/2022 HighTower Advisors LLC42,321$1.08M0.0%+4.7%0.656% 2/8/2022Raymond James & Associates42,343$1.08M0.0%-2.7%0.659% 2/4/2022 Envestnet Asset Management Inc.32,282$824K0.0%+10.9%0.502% 1/18/2022 ProVise Management Group LLC45,229$1.15M0.1%-76.9%0.776% 1/12/2022IFP Advisors Inc47,160$1.20M0.0%+452.5%0.810% 1/5/2022 Advocacy Wealth Management Services LLC3,246,548$82.87M13.9%+1.1%55.975% 11/15/2021 Horizon Investments LLC99,141$2.55M0.1%+2.9%1.786% 11/15/2021 HighTower Advisors LLC40,437$1.05M0.0%+5.7%0.729% 11/12/2021 OLD Mission Capital LLC28,601$744K0.0%N/A0.515% 11/5/2021 Sandy Spring Bank26,928$700K0.0%N/A0.485% 11/3/2021 Lakeview Capital Partners LLC6,594$171K0.1%-36.6%0.119% 11/2/2021Raymond James & Associates43,531$1.13M0.0%+3.3%0.784% 10/29/2021 Janney Montgomery Scott LLC8,683$226K0.0%-7.0%0.156% 10/20/2021 ProVise Management Group LLC196,135$5.10M0.5%-26.8%3.582% 10/6/2021IFP Advisors Inc8,536$223K0.0%+31.3%0.154% 10/5/2021 Advocacy Wealth Management Services LLC3,210,661$83.49M15.1%+0.3%57.850% 8/16/2021 Royal Bank of Canada29,179$767K0.0%N/A0.575% 8/6/2021 HighTower Advisors LLC38,249$995K0.0%N/A0.754% 8/6/2021 ProVise Management Group LLC267,769$7.04M0.7%-11.0%5.276% 8/4/2021 Envestnet Asset Management Inc.28,776$756K0.0%N/A0.567% 8/3/2021 Avestar Capital LLC16,254$427K0.1%N/A0.320% 8/2/2021 Lakeview Capital Partners LLC10,407$273K0.1%N/A0.205% 7/31/2021IFP Advisors Inc6,499$170K0.0%+598.1%0.128% 5/14/2021 Horizon Investments LLC93,009$2.39M0.1%N/A1.938% 5/6/2021 Prospera Financial Services Inc20,125$517K0.0%-5.6%0.419% 4/22/2021 ProVise Management Group LLC300,964$7.73M0.8%-18.7%6.270% 4/5/2021 Advocacy Wealth Management Services LLC3,139,852$80.95M16.2%-14.5%68.258% 2/12/2021 Prospera Financial Services Inc21,325$565K0.0%+11.5%0.471% 2/2/2021Hoover Financial Advisors Inc.8,821$231K0.1%N/A0.195% 1/19/2021 ProVise Management Group LLC370,095$9.81M1.1%+3.8%8.179% 1/6/2021 Advocacy Wealth Management Services LLC3,672,464$97.38M14.6%+5.7%81.159% (Data available from 1/1/2016 forward) OVB Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OVB shares? During the previous two years, 11 institutional investors and hedge funds held shares of Overlay Shares Core Bond ETF. The most heavily invested institutionals were HighTower Advisors LLC ($10.20M), Bison Wealth LLC ($4.27M), Fiduciary Alliance LLC ($1.76M), IFP Advisors Inc ($1.59M), Sandy Spring Bank ($417K), HB Wealth Management LLC ($229K), and OLD Mission Capital LLC ($228K).Learn more on OVB's institutional investors. Which institutional investors have been buying Overlay Shares Core Bond ETF stock? Of the 9 institutional investors that purchased Overlay Shares Core Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bison Wealth LLC ($202.82K), HighTower Advisors LLC ($188.45K), Fiduciary Alliance LLC ($93.62K), IFP Advisors Inc ($17.88K), HB Wealth Management LLC ($11.30K), RPg Family Wealth Advisory LLC ($6.40K), and International Assets Investment Management LLC ($5.39K). How much institutional buying is happening at Overlay Shares Core Bond ETF? Institutional investors have bought a total of 531,345 shares in the last 24 months. This purchase volume represents approximately $10.95M in transactions. Which Overlay Shares Core Bond ETF major shareholders have been selling company stock? The following institutional investors have sold Overlay Shares Core Bond ETF stock in the last 24 months: Bison Wealth LLC ($136.23K), HighTower Advisors LLC ($112.88K), IFP Advisors Inc ($92.81K), OLD Mission Capital LLC ($34.68K), Sandy Spring Bank ($29.17K), Fiduciary Alliance LLC ($8.95K), and Resurgent Financial Advisors LLC ($1.03K). How much institutional selling is happening at Overlay Shares Core Bond ETF? Institutional investors have sold a total of 415,736 shares in the last 24 months. This volume of shares sold represents approximately $8.42M in transactions. 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