Purchases and Sales Made in Q3 2022 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.15K+ 260.46% |
$85.5K - $99.9K
|
4.36K
$175K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.01K+ 14.02% |
$81.8K - $95.5K
|
24.5K
$984K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2.8K+ 4.4% |
$76K - $88.8K
|
66.4K
$2.67M
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.39K+ 4.13% |
$64.9K - $75.7K
|
60.2K
$2.42M
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.88K+ 10.37% |
$51.1K - $59.7K
|
20K
$806K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 4.54% |
$49.7K - $58K
|
42.1K
$1.69M
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.25K+ 2.8% |
$34K - $39.7K
|
45.9K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.24K+ 95.62% |
$33.8K - $39.4K
|
2.54K
$102K
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.01K+ 6.3% |
$27.5K - $32.2K
|
17.1K
$688K
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
802+ 2.8% |
$21.8K - $25.4K
|
29.4K
$1.18M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
721+ 1.54% |
$19.6K - $22.9K
|
47.4K
$1.91M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
632+ 0.14% |
$17.2K - $20K
|
465K
$18.7M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
566+ 6.35% |
$15.4K - $18K
|
9.48K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
501+ 1.87% |
$13.6K - $15.9K
|
27.3K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
400+ 4.67% |
$10.9K - $12.7K
|
8.97K
$360K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
360+ 5.22% |
$9.78K - $11.4K
|
7.26K
$292K
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
284+ 0.39% |
$7.71K - $9.01K
|
72.3K
$2.91M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
270+ 0.51% |
$7.33K - $8.56K
|
53.3K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
200+ 0.57% |
$5.43K - $6.34K
|
35.1K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
200+ 0.56% |
$5.43K - $6.34K
|
35.9K
$1.44M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
128New |
$3.48K - $4.06K
|
128
$5.15K
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
105+ 0.32% |
$2.85K - $3.33K
|
33.3K
$1.34M
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
96+ 0.63% |
$2.61K - $3.05K
|
15.2K
$612K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
88New |
$2.39K - $2.79K
|
88
$3.54K
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
60+ 0.55% |
$1.63K - $1.9K
|
11K
$444K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.57% |
$1.41K - $1.65K
|
9.12K
$367K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50+ 0.54% |
$1.36K - $1.59K
|
9.26K
$372K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.04% |
$217 - $254
|
21.4K
$860K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.49% |
$27.2 - $31.7
|
204
$8.2K
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-104- 0.04% |
$2.82K - $3.3K
|
259K
$10.4M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-198- 49.75% |
$5.38K - $6.28K
|
200
$8.04K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-239- 1.77% |
$6.49K - $7.58K
|
13.3K
$533K
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-320- 3.1% |
$8.69K - $10.2K
|
9.99K
$402K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-400- 1.3% |
$10.9K - $12.7K
|
30.3K
$1.22M
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-505- 0.28% |
$13.7K - $16K
|
177K
$7.13M
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-507- 0.12% |
$13.8K - $16.1K
|
434K
$17.4M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-700- 66.54% |
$19K - $22.2K
|
352
$14.2K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-707- 0.4% |
$19.2K - $22.4K
|
175K
$7.03M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-750- 2.13% |
$20.4K - $23.8K
|
34.4K
$1.38M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.07K- 0.64% |
$29.2K - $34.1K
|
166K
$6.66M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 4.89% |
$29.2K - $34.1K
|
20.9K
$841K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.35K- 1.8% |
$36.5K - $42.7K
|
73.4K
$2.95M
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.88K- 3.65% |
$51K - $59.6K
|
49.5K
$1.99M
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.22K- 17.3% |
$60.3K - $70.4K
|
10.6K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.85K- 94.28% |
$77.5K - $90.5K
|
173
$6.95K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.13K- 2.56% |
$84.9K - $99.1K
|
119K
$4.78M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.28K- 5.25% |
$89.1K - $104K
|
59.3K
$2.38M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.93K- 8.04% |
$107K - $125K
|
45K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.13K- 7.21% |
$112K - $131K
|
53.2K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.52K- 34.4% |
$123K - $143K
|
8.61K
$346K
|