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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.52K- 3.28% |
$117K - $135K
|
104K
$3.97M
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-200- 2.08% |
$6.63K - $7.67K
|
9.4K
$359K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.62KNew |
$186K - $216K
|
5.62K
$215K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.22K+ 2.23% |
$107K - $123K
|
147K
$5.64M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-49.6K- 68.11% |
$1.65M - $1.9M
|
23.2K
$888K
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.82K- 8.98% |
$60.5K - $70K
|
18.5K
$706K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-200- 0.97% |
$6.63K - $7.67K
|
20.4K
$781K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.5K- 32.56% |
$1.01M - $1.17M
|
63.1K
$2.41M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 0.39% |
$762 - $883
|
5.96K
$228K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$33.2 - $38.4
|
212
$8.1K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.7K+ 20.67% |
$255K - $296K
|
45K
$1.72M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.4KNew |
$278K - $322K
|
8.4K
$321K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.79K- 4.23% |
$59.2K - $68.5K
|
40.5K
$1.55M
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
9.97KNew |
$330K - $382K
|
9.97K
$381K
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9.84KNew |
$326K - $378K
|
9.84K
$376K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.84K+ 101.36% |
$260K - $301K
|
15.6K
$595K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.04K+ 19.03% |
$134K - $155K
|
25.3K
$967K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.49% |
$1.66K - $1.92K
|
10.2K
$390K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
511+ 5.69% |
$16.9K - $19.6K
|
9.49K
$363K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-3.65K- 30.2% |
$121K - $140K
|
8.43K
$322K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
208New |
$6.9K - $7.98K
|
208
$7.95K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
100+ 0.42% |
$3.32K - $3.84K
|
23.8K
$909K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-155- 0.39% |
$5.14K - $5.95K
|
39.4K
$1.51M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.94K- 2.26% |
$197K - $228K
|
256K
$9.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.09K- 2.67% |
$136K - $157K
|
149K
$5.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.96K+ 8.62% |
$65K - $75.3K
|
24.7K
$945K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
712+ 0.48% |
$23.6K - $27.3K
|
149K
$5.7M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-1.02K- 0.9% |
$33.8K - $39.1K
|
113K
$4.31M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.24KNew |
$273K - $316K
|
8.24K
$315K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
48New |
$1.59K - $1.84K
|
48
$1.83K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
143+ 0.31% |
$4.74K - $5.49K
|
45.9K
$1.76M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-580- 1.72% |
$19.2K - $22.3K
|
33.2K
$1.27M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.43K- 16.19% |
$313K - $362K
|
48.8K
$1.87M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-96- 0.39% |
$3.18K - $3.68K
|
24.5K
$937K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.06K+ 3.18% |
$101K - $117K
|
99.3K
$3.79M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.93KNew |
$197K - $228K
|
5.93K
$227K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 0.95% |
$66.3 - $76.7
|
209
$7.99K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16+ 10.19% |
$530 - $614
|
173
$6.61K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
40+ 0.43% |
$1.33K - $1.53K
|
9.41K
$359K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7.74K+ 3.47% |
$257K - $297K
|
231K
$8.81M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-990- 2.51% |
$32.8K - $38K
|
38.4K
$1.47M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
784+ 120.06% |
$24.9K - $26.2K
|
1.44K
$54.9K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.2K- 18.92% |
$515K - $544K
|
69.6K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-60.4K- 92.44% |
$1.91M - $2.02M
|
4.94K
$189K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41New |
$1.3K - $1.37K
|
41
$1.57K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19+ 0.29% |
$602 - $636
|
6.52K
$249K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.7K- 4.46% |
$117K - $124K
|
79.2K
$3.03M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43+ 0.11% |
$1.36K - $1.44K
|
39.7K
$1.52M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
27KNew |
$856K - $904K
|
27K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.8KNew |
$216K - $228K
|
6.8K
$260K
|