Purchases and Sales Made in Q4 2024 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q4 2024. 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 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
94K+ 45.28% |
$3.52M - $4.05M
|
301K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
50.5KNew |
$1.89M - $2.18M
|
50.5K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.9K+ 42.64% |
$1.01M - $1.16M
|
90.1K
$3.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
24.8K+ 25.02% |
$931K - $1.07M
|
124K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
19.3KNew |
$724K - $832K
|
19.3K
$759K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$450K - $517K
|
12K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.2KNew |
$419K - $481K
|
11.2K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.1KNew |
$341K - $392K
|
9.1K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
7.38K+ 39.95% |
$277K - $318K
|
25.9K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
5.22K+ 4.63% |
$195K - $225K
|
118K
$4.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
5K+ 35.71% |
$187K - $215K
|
19K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.16K+ 7.8% |
$118K - $136K
|
43.6K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.67K+ 5.03% |
$62.6K - $72K
|
34.9K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
426+ 0.18% |
$16K - $18.4K
|
231K
$9.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
83New |
$3.11K - $3.58K
|
83
$3.26K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49+ 0.52% |
$1.84K - $2.11K
|
9.46K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 0.47% |
$1.05K - $1.21K
|
5.99K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$37.5 - $43.1
|
213
$8.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17- 9.83% |
$637 - $732
|
156
$6.13K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.16% |
$2.77K - $3.19K
|
45.8K
$1.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-172- 82.3% |
$6.44K - $7.41K
|
37
$1.45K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-183- 0.38% |
$6.86K - $7.88K
|
48.6K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-596- 2.43% |
$22.3K - $25.7K
|
23.9K
$939K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.25K- 5.25% |
$46.8K - $53.9K
|
22.5K
$885K
|