Purchases and Sales Made in Q1 2023 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q1 2023. The information is specifically focused on institutions that hold shares of LISTED FDS TR HORIZON KINETICS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-485- 4.96% |
$14K - $16K
|
9.29K
$355K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-525- 1.48% |
$15.2K - $17.3K
|
35K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-525- 1.17% |
$15.2K - $17.3K
|
44.4K
$1.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-640- 1.96% |
$18.5K - $21.1K
|
31.9K
$1.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-682- 1.05% |
$19.7K - $22.5K
|
64.4K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-725- 2.12% |
$21K - $23.9K
|
33.5K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-950- 19.59% |
$27.5K - $31.3K
|
3.9K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.19K- 2.68% |
$34.3K - $39.1K
|
43.2K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.31K- 5.71% |
$37.9K - $43.1K
|
21.6K
$827K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-1.51K- 15.85% |
$43.7K - $49.7K
|
8.03K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-2.2K- 1.65% |
$63.8K - $72.6K
|
132K
$5.03M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.67K- 96.91% |
$77.1K - $87.7K
|
85
$3.25K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.7K- 44.37% |
$78.1K - $88.9K
|
3.39K
$129K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.79K- 3.68% |
$80.8K - $92K
|
73.2K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3K- 29.75% |
$86.8K - $98.7K
|
7.08K
$271K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.72K- 2.42% |
$108K - $122K
|
150K
$5.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.7K- 63.26% |
$136K - $155K
|
2.73K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.21K- 7.67% |
$151K - $172K
|
62.8K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.92K- 88.76% |
$171K - $195K
|
750
$28.7K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.27K- 72.13% |
$210K - $239K
|
2.81K
$107K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.4K- 21.64% |
$243K - $277K
|
30.4K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-10.6K- 26.09% |
$307K - $349K
|
30K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-11.5K- 62.05% |
$332K - $378K
|
7.02K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.2K- 53.87% |
$381K - $433K
|
11.3K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 21.21% |
$429K - $488K
|
55K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 51.01% |
$459K - $522K
|
15.2K
$582K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.7K- 21.63% |
$540K - $614K
|
67.6K
$2.58M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18.7K- 4.19% |
$540K - $614K
|
427K
$16.3M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-18.7K- 10.54% |
$541K - $616K
|
159K
$6.07M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.4K- 5.2% |
$591K - $673K
|
372K
$14.2M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-21.3K- 0.92% |
$616K - $701K
|
2.29M
$87.6M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.2K- 43.22% |
$672K - $765K
|
30.5K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.8K- 48.01% |
$747K - $850K
|
28K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.6K- 50.11% |
$771K - $877K
|
26.5K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-26.9K- 44.64% |
$779K - $886K
|
33.4K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.2K- 41.06% |
$1.08M - $1.22M
|
53.4K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-37.6K- 82.21% |
$1.09M - $1.24M
|
8.14K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-48.3K- 64.03% |
$1.4M - $1.59M
|
27.1K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-63.4K- 32.03% |
$1.83M - $2.09M
|
135K
$5.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-137K- 56.08% |
$3.97M - $4.51M
|
107K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-140K- 17.54% |
$4.06M - $4.62M
|
660K
$25.2M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-176K- 27.08% |
$5.09M - $5.79M
|
473K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-225K- 80.88% |
$6.5M - $7.4M
|
53.1K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-234K- 48.66% |
$6.77M - $7.7M
|
247K
$9.43M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.09M- 27.82% |
$31.6M - $35.9M
|
2.83M
$108M
|