Purchases and Sales Made in Q4 2021 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
374K+ 30.49% |
$10.9M - $11.9M
|
1.6M
$61.1M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
303K+ 15129.64% |
$8.87M - $9.66M
|
305K
$11.6M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
208KNew |
$6.11M - $6.65M
|
208K
$7.97M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199KNew |
$5.84M - $6.36M
|
199K
$7.62M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
154K+ 229.78% |
$4.5M - $4.9M
|
220K
$8.42M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
141KNew |
$4.14M - $4.51M
|
141K
$5.4M
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
116KNew |
$3.4M - $3.7M
|
116K
$4.43M
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
105KNew |
$3.08M - $3.35M
|
105K
$4.02M
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
103K+ 165.25% |
$3.03M - $3.29M
|
166K
$6.34M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103KNew |
$3.01M - $3.27M
|
103K
$3.92M
|
|
Feb 14, 2022
Q4 2021
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
100KNew |
$2.93M - $3.19M
|
100K
$3.82M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
94.1KNew |
$2.76M - $3M
|
94.1K
$3.6M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
90.7KNew |
$2.66M - $2.89M
|
90.7K
$3.46M
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
80.9KNew |
$2.37M - $2.58M
|
80.9K
$3.09M
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
76.6KNew |
$2.24M - $2.44M
|
76.6K
$2.93M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
72.7K+ 631.84% |
$2.13M - $2.32M
|
84.2K
$3.22M
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
72.2K+ 6.53% |
$2.12M - $2.3M
|
1.18M
$45M
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
67.9K+ 84.0% |
$1.99M - $2.17M
|
149K
$5.69M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.6K+ 19.75% |
$1.75M - $1.9M
|
362K
$13.8M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.9K+ 141.08% |
$1.73M - $1.88M
|
101K
$3.85M
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
58.9K+ 127.85% |
$1.72M - $1.88M
|
105K
$4.01M
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
51.3K+ 18.48% |
$1.5M - $1.64M
|
329K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50.6KNew |
$1.48M - $1.62M
|
50.6K
$1.94M
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
46.8K+ 8.25% |
$1.37M - $1.49M
|
613K
$23.4M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
45KNew |
$1.32M - $1.44M
|
45K
$1.72M
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
40.8KNew |
$1.2M - $1.3M
|
40.8K
$1.56M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.5KNew |
$1.13M - $1.23M
|
38.5K
$1.47M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38.1K+ 10.74% |
$1.12M - $1.21M
|
393K
$15M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
37.7KNew |
$1.11M - $1.2M
|
37.7K
$1.44M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.4KNew |
$980K - $1.07M
|
33.4K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31K+ 358.21% |
$907K - $988K
|
39.6K
$1.51M
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
30K+ 19.84% |
$878K - $956K
|
181K
$6.92M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
29.9KNew |
$876K - $954K
|
29.9K
$1.14M
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
28.6K+ 22.23% |
$838K - $912K
|
157K
$6.01M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26.6K+ 8.62% |
$779K - $849K
|
335K
$12.8M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
26.3KNew |
$770K - $839K
|
26.3K
$1M
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
23.2K+ 82.73% |
$679K - $739K
|
51.2K
$1.96M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.2K+ 139.55% |
$679K - $739K
|
39.8K
$1.52M
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
22.7KNew |
$664K - $723K
|
22.7K
$866K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.4KNew |
$658K - $716K
|
22.4K
$858K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22.3K+ 7.22% |
$653K - $711K
|
331K
$12.7M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.5K+ 70.37% |
$629K - $684K
|
51.9K
$1.99M
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
21.4K+ 8.2% |
$628K - $684K
|
283K
$10.8M
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 41.01% |
$577K - $629K
|
67.8K
$2.59M
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
18.4K+ 42.53% |
$539K - $586K
|
61.6K
$2.35M
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
17.1KNew |
$501K - $545K
|
17.1K
$653K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.4KNew |
$451K - $491K
|
15.4K
$589K
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15.1KNew |
$442K - $482K
|
15.1K
$577K
|
|
Mar 10, 2022
Q4 2021
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
14.8KNew |
$433K - $471K
|
14.8K
$565K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
14.3K+ 16.87% |
$418K - $456K
|
98.9K
$3.78M
|