Purchases and Sales Made in Q2 2025 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
64.3K+ 51.81% |
$2.31M - $2.76M
|
188K
$7.9M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
47.3KNew |
$1.7M - $2.03M
|
47.3K
$1.98M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.6K+ 10.49% |
$954K - $1.14M
|
280K
$11.7M
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
9.79K+ 4.16% |
$352K - $419K
|
245K
$10.3M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.79KNew |
$172K - $205K
|
4.79K
$201K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.77KNew |
$172K - $205K
|
4.77K
$200K
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.85K+ 1.24% |
$66.4K - $79.1K
|
151K
$6.32M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.4K+ 24.56% |
$50.3K - $60K
|
7.1K
$298K
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
945+ 6.19% |
$34K - $40.5K
|
16.2K
$680K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
941+ 1.86% |
$33.8K - $40.3K
|
51.5K
$2.16M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
741New |
$26.6K - $31.8K
|
741
$31.1K
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.43% |
$1.47K - $1.76K
|
9.53K
$400K
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 0.08% |
$216 - $257
|
7.87K
$330K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.48% |
$36 - $42.9
|
211
$8.84K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27- 46.55% |
$971 - $1.16K
|
31
$1.3K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-62- 1.24% |
$2.23K - $2.66K
|
4.94K
$207K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-447- 1.14% |
$16.1K - $19.2K
|
38.8K
$1.62M
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.64K- 8.83% |
$59K - $70.3K
|
16.9K
$710K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.75K- 7.18% |
$62.9K - $75K
|
22.6K
$948K
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.85K- 7.89% |
$66.4K - $79.2K
|
21.6K
$904K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.8K- 4.99% |
$209K - $249K
|
110K
$4.63M
|