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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$2.89K - $3.29K
|
100
$3.82K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-176K- 27.08% |
$5.09M - $5.79M
|
473K
$18.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$926 - $1.05K
|
32
$1.22K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8.15KNew |
$236K - $268K
|
8.15K
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
83.8K+ 761.28% |
$2.43M - $2.76M
|
94.8K
$3.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-682- 1.05% |
$19.7K - $22.5K
|
64.4K
$2.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.7K- 63.26% |
$136K - $155K
|
2.73K
$104K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-6.1K- 44.2% |
$172K - $202K
|
7.7K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-2K- 12.5% |
$56.5K - $66.1K
|
14K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.84KClosed |
$221K - $259K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.4KNew |
$433K - $507K
|
15.4K
$587K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
483+ 0.29% |
$13.6K - $16K
|
166K
$6.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
33New |
$932 - $1.09K
|
33
$1.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
143New |
$4.04K - $4.73K
|
143
$5.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.65K+ 12.32% |
$159K - $187K
|
51.5K
$1.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
19.2K+ 68.57% |
$542K - $634K
|
47.2K
$1.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.54KNew |
$185K - $216K
|
6.54K
$250K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3.34K- 7.27% |
$94.3K - $110K
|
42.6K
$1.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.45KNew |
$182K - $213K
|
6.45K
$247K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-4.86K- 36.28% |
$137K - $161K
|
8.53K
$326K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
29.7KNew |
$839K - $982K
|
29.7K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.9KNew |
$223K - $261K
|
7.9K
$302K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
152New |
$4.29K - $5.02K
|
152
$5.81K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
271KNew |
$7.64M - $8.94M
|
271K
$10.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
804New |
$22.7K - $26.6K
|
804
$30.7K
|
|
| Q3 2022 | |||||||
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
802+ 2.8% |
$21.8K - $25.4K
|
29.4K
$1.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.4KNew |
$988K - $1.15M
|
36.4K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-8.72KClosed |
$237K - $277K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.13K- 2.56% |
$84.9K - $99.1K
|
119K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.24K+ 95.62% |
$33.8K - $39.4K
|
2.54K
$97.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-4.85K- 28.19% |
$132K - $154K
|
12.4K
$472K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
128New |
$3.48K - $4.06K
|
128
$4.89K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
3.82KNew |
$104K - $121K
|
3.82K
$146K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
16.2K+ 49.5% |
$439K - $513K
|
48.9K
$1.87M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
96+ 0.63% |
$2.61K - $3.05K
|
15.2K
$582K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
88New |
$2.39K - $2.79K
|
88
$3.36K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-198- 49.75% |
$5.38K - $6.28K
|
200
$7.64K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.22K- 17.3% |
$60.3K - $70.4K
|
10.6K
$405K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-320- 3.1% |
$8.69K - $10.2K
|
9.99K
$382K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.49% |
$27.2 - $31.7
|
204
$7.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-14.9KClosed |
$424K - $519K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
309KNew |
$8.76M - $10.7M
|
309K
$11.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
47KNew |
$1.33M - $1.63M
|
47K
$1.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1KClosed |
$28.4K - $34.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37KNew |
$67.3K - $82.4K
|
2.37K
$90.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 9.08% |
$37.2K - $45.5K
|
13.1K
$501K
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.07KNew |
$200K - $245K
|
7.07K
$270K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-12.2KClosed |
$347K - $425K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.5KClosed |
$70.9K - $86.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-8K- 24.3% |
$227K - $278K
|
24.9K
$952K
|
|