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On this page, we present all of the funds holding OVT from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding OVT, with a link to that fund's top holdings. The next columns
indicate the amount of OVT stock held by each of the funds holding OVT, followed by the OVT position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 10 funds holding OVT within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Lakeview Capital Partners LLC. For more details on the positions held by Lakeview Capital Partners LLC
(or by any of the other funds holding OVT), click the fund name in the "Holder" column of the funds-holding-OVT table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Lakeview Capital Partners LLC | 251,272 | $5,455 | 12/31/2023 | OVT | 251,272 | $5,455 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 44,037 | $956 | 12/31/2023 | OVT | 44,037 | $956 | 12/31/2023 | JPMorgan Chase & Co. | 28,040 | $609 | 12/31/2023 | OVT | 28,040 | $609 | 12/31/2023 | BlueChip Wealth Advisors LLC | 19,437 | $433 | 03/31/2024 | OVT | 19,437 | $433 | 03/31/2024 | Envestnet Asset Management Inc. | 13,702 | $297 | 12/31/2023 | OVT | 13,702 | $297 | 12/31/2023 | Sandy Spring Bank | 10,851 | $236 | 12/31/2023 | OVT | 10,851 | $236 | 12/31/2023 | Advisor Group Holdings Inc. | 2,004 | $44 | 12/31/2023 | OVT | 2,004 | $44 | 12/31/2023 | Wells Fargo & Company MN | 302 | $7 | 12/31/2023 | OVT | 302 | $7 | 12/31/2023 | UBS Group AG | 264 | $6 | 12/31/2023 | OVT | 264 | $6 | 12/31/2023 | Proequities Inc. | 0 | $0 | 03/31/2024 | OVT | 0 | $0 | 03/31/2024 | Morgan Stanley | 1 | $0 | 12/31/2023 | OVT | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of OVT
See Details: Top 10 Hedge Funds Holding OVT
Also See: OVT Insider Buying
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