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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 51.41% |
$44.1K - $47.6K
|
1.42K
$54.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-1.4K- 16.93% |
$41.8K - $45.1K
|
6.87K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.73K+ 35.46% |
$81.5K - $87.8K
|
10.4K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.38K- 39.07% |
$161K - $173K
|
8.39K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.09K- 14.83% |
$152K - $164K
|
29.2K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5.38K- 16.18% |
$161K - $173K
|
27.9K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
40.8K+ 9.39% |
$1.22M - $1.31M
|
475K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27K- 30.96% |
$806K - $869K
|
60.2K
$2.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2KNew |
$483K - $521K
|
16.2K
$618K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-428- 68.26% |
$12.8K - $13.8K
|
199
$7.61K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
13+ 0.15% |
$388 - $418
|
8.51K
$325K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.76K- 20.53% |
$52.6K - $56.7K
|
6.82K
$261K
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-234K- 94.88% |
$6.98M - $7.52M
|
12.6K
$482K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-400- 4.68% |
$11.9K - $12.9K
|
8.14K
$311K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11KNew |
$329K - $355K
|
11K
$421K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.7K- 93.42% |
$111K - $119K
|
261
$9.98K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
79+ 0.24% |
$2.36K - $2.54K
|
33.5K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
13New |
$388 - $418
|
13
$497
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.06K- 60.77% |
$60.4K - $65.9K
|
1.33K
$50.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.5K- 89.74% |
$103K - $112K
|
400
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-25K- 22.73% |
$735K - $801K
|
85K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.07K- 3.25% |
$31.4K - $34.2K
|
31.8K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.9K- 60.43% |
$496K - $541K
|
11.1K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.91K- 68.27% |
$144K - $157K
|
2.28K
$87.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 54.17% |
$382 - $416
|
11
$420
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 0.78% |
$176 - $192
|
772
$29.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77K+ 117.5% |
$2.26M - $2.47M
|
143K
$5.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.73K+ 3.28% |
$109K - $119K
|
117K
$4.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
22+ 8.76% |
$646 - $705
|
273
$10.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-44- 0.46% |
$1.29K - $1.41K
|
9.59K
$366K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4K+ 56.98% |
$118K - $128K
|
11K
$421K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 35.29% |
$73.4K - $80K
|
4.58K
$175K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-125- 9.26% |
$3.67K - $4K
|
1.23K
$46.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.93K+ 14.93% |
$145K - $158K
|
37.9K
$1.45M
|
|
| Q1 2023 | |||||||
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
59KNew |
$1.71M - $1.94M
|
59K
$2.25M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
123New |
$3.56K - $4.05K
|
123
$4.7K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.01K+ 35.59% |
$232K - $264K
|
30.5K
$1.17M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.67K+ 3135.29% |
$77.1K - $87.7K
|
2.75K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.22KNew |
$209K - $238K
|
7.22K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.14% |
$289 - $329
|
7.38K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.92K- 88.76% |
$171K - $195K
|
750
$28.7K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-264- 0.77% |
$7.64K - $8.69K
|
34.1K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.66K+ 14.78% |
$106K - $120K
|
28.4K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.43KNew |
$244K - $278K
|
8.43K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
350New |
$10.1K - $11.5K
|
350
$13.4K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20New |
$579 - $658
|
20
$764
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.1KNew |
$697K - $794K
|
24.1K
$921K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.79K- 3.68% |
$80.8K - $92K
|
73.2K
$2.8M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
487New |
$14.1K - $16K
|
487
$18.6K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.44K+ 29.85% |
$70.6K - $80.3K
|
10.6K
$406K
|
|