Latest Institutional Transactions on Listed Fds Tr Horizon Kinetics (INFL)
This table provides information on the latest institutional transactions involving Listed Fds Tr Horizon Kinetics (INFL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
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 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 0.08% |
$216 - $257
|
7.87K
$330K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
741New |
$26.6K - $31.8K
|
741
$31.1K
|
|
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 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.85K+ 1.24% |
$66.4K - $79.1K
|
151K
$6.32M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.75K- 7.18% |
$62.9K - $75K
|
22.6K
$948K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.6K+ 10.49% |
$954K - $1.14M
|
280K
$11.7M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.48% |
$36 - $42.9
|
211
$8.84K
|
|
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 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.43% |
$1.47K - $1.76K
|
9.53K
$400K
|
|
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 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-447- 1.14% |
$16.1K - $19.2K
|
38.8K
$1.62M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-62- 1.24% |
$2.23K - $2.66K
|
4.94K
$207K
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.85K- 7.89% |
$66.4K - $79.2K
|
21.6K
$904K
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
9.79K+ 4.16% |
$352K - $419K
|
245K
$10.3M
|
|
Q1 2025 | |||||||
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.91KNew |
$228K - $245K
|
5.91K
$248K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 50.94% |
$1.62M - $1.75M
|
125K
$5.22M
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.08K+ 3.23% |
$119K - $128K
|
98.3K
$4.12M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
196+ 3.3% |
$7.55K - $8.13K
|
6.14K
$257K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13K- 26.41% |
$43.7K - $47.1K
|
3.16K
$132K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 10.16% |
$47.9K - $51.5K
|
11K
$460K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.91K+ 140.47% |
$305K - $328K
|
13.5K
$567K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.13K- 45.67% |
$198K - $213K
|
6.1K
$256K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.82K+ 6.92% |
$224K - $241K
|
89.9K
$3.77M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 11.14% |
$55.6K - $59.9K
|
14.4K
$603K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
66.5K+ 1.69% |
$2.56M - $2.76M
|
4M
$167M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 22.36% |
$3.88M - $4.18M
|
551K
$23.1M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.6KNew |
$216K - $232K
|
5.6K
$235K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.42KNew |
$209K - $225K
|
5.42K
$227K
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
279KNew |
$10.7M - $11.6M
|
279K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31- 0.47% |
$1.19K - $1.29K
|
6.6K
$277K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.4K+ 711.11% |
$247K - $266K
|
7.3K
$306K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.64K- 69.86% |
$372K - $400K
|
4.16K
$174K
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-21.3K- 63.58% |
$823K - $886K
|
12.2K
$512K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13K- 46.6% |
$499K - $538K
|
14.8K
$622K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.18KNew |
$277K - $298K
|
7.18K
$301K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.6K+ 4.78% |
$61.5K - $66.3K
|
35K
$1.47M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-252- 78.26% |
$9.71K - $10.5K
|
70
$2.93K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.2K+ 7.58% |
$816K - $879K
|
301K
$12.6M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3KNew |
$513K - $553K
|
13.3K
$558K
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-8.07K- 15.97% |
$311K - $335K
|
42.5K
$1.78M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.4KNew |
$787K - $848K
|
20.4K
$856K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
115KNew |
$4.42M - $4.76M
|
115K
$4.81M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
44New |
$1.7K - $1.83K
|
44
$1.84K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 5.99% |
$572K - $615K
|
262K
$11M
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7.55K+ 8.84% |
$291K - $313K
|
93K
$3.9M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10Closed |
$385 - $415
|
0
$0
|