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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-6K- 11.08% |
$190K - $201K
|
48.2K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
61+ 0.18% |
$1.93K - $2.04K
|
33.2K
$1.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28.1KNew |
$892K - $942K
|
28.1K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.48KNew |
$46.9K - $49.5K
|
1.48K
$56.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.66K- 6.63% |
$52.6K - $55.5K
|
23.4K
$894K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
769New |
$24.4K - $25.7K
|
769
$29.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-905- 12.65% |
$28.7K - $30.3K
|
6.25K
$239K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.42K+ 350.74% |
$44.9K - $47.4K
|
1.82K
$69.6K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
98+ 146.27% |
$2.9K - $3.19K
|
165
$6.31K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-60K- 90.46% |
$1.78M - $1.95M
|
6.33K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-49K- 32.28% |
$1.45M - $1.59M
|
103K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-68.4K- 70.99% |
$2.02M - $2.23M
|
27.9K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.58K- 21.92% |
$106K - $117K
|
12.8K
$487K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
16.5KNew |
$489K - $537K
|
16.5K
$631K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17.5K- 9.22% |
$518K - $569K
|
172K
$6.57M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-900- 12.61% |
$26.7K - $29.3K
|
6.24K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19Closed |
$563 - $619
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
77.7KNew |
$2.3M - $2.53M
|
77.7K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-13.5K- 55.81% |
$401K - $440K
|
10.7K
$409K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.12K- 22.5% |
$33.2K - $36.5K
|
3.86K
$148K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$8.89K - $9.77K
|
300
$11.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-538K- 90.07% |
$15.9M - $17.5M
|
59.3K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.2K- 36.92% |
$35.5K - $39.1K
|
2.05K
$78.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-814- 72.94% |
$24.1K - $26.5K
|
302
$11.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.45K- 3.45% |
$42.9K - $47.2K
|
40.6K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$315K - $346K
|
10.6K
$406K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 11.48% |
$29.6K - $31.9K
|
7.75K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
30.2KNew |
$889K - $960K
|
30.2K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.42KNew |
$41.6K - $44.9K
|
1.42K
$54.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.5KNew |
$338K - $365K
|
11.5K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.53K- 12.11% |
$74.4K - $80.3K
|
18.4K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-354- 21.4% |
$10.4K - $11.2K
|
1.3K
$49.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.93K- 23.81% |
$86.1K - $92.9K
|
9.36K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63New |
$1.85K - $2K
|
63
$2.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.37K- 23.33% |
$69.8K - $75.3K
|
7.79K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-785- 2.27% |
$23.1K - $24.9K
|
33.8K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 20.62% |
$67.6K - $72.9K
|
8.84K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
307New |
$9.03K - $9.75K
|
307
$11.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-317- 4.73% |
$9.33K - $10.1K
|
6.39K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7.4K- 0.64% |
$218K - $235K
|
1.14M
$43.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
760+ 12.67% |
$22.4K - $24.1K
|
6.76K
$258K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-4.01K- 22.79% |
$118K - $127K
|
13.6K
$519K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-11K- 35.29% |
$324K - $350K
|
20.2K
$773K
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
BUY
|
- |
5K+ 35.97% |
$147K - $159K
|
18.9K
$722K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7+ 15.56% |
$206 - $222
|
52
$1.99K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13New |
$382 - $413
|
13
$497
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-34.3K- 16.1% |
$1.01M - $1.09M
|
179K
$6.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-33.6K- 10.13% |
$987K - $1.07M
|
298K
$11.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
147+ 0.2% |
$4.32K - $4.67K
|
73.4K
$2.81M
|
|