Latest Institutional Purchases of Listed Fds Tr Horizon Kinetics (INFL)
This list provides information on the latest institutional transactions involving Listed Fds Tr Horizon Kinetics (INFL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.44K+ 29.85% |
$70.6K - $80.3K
|
10.6K
$406K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
487New |
$14.1K - $16K
|
487
$18.6K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
350New |
$10.1K - $11.5K
|
350
$13.4K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
123New |
$3.56K - $4.05K
|
123
$4.7K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$2.89K - $3.29K
|
100
$3.82K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$926 - $1.05K
|
32
$1.22K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20New |
$579 - $658
|
20
$764
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.14% |
$289 - $329
|
7.38K
$282K
|
|
Q4 2022 | |||||||
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
271KNew |
$7.64M - $8.94M
|
271K
$10.3M
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
29.7KNew |
$839K - $982K
|
29.7K
$1.14M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
19.2K+ 68.57% |
$542K - $634K
|
47.2K
$1.8M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.4KNew |
$433K - $507K
|
15.4K
$587K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.9KNew |
$223K - $261K
|
7.9K
$302K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.54KNew |
$185K - $216K
|
6.54K
$250K
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.45KNew |
$182K - $213K
|
6.45K
$247K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.65K+ 12.32% |
$159K - $187K
|
51.5K
$1.97M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
804New |
$22.7K - $26.6K
|
804
$30.7K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
483+ 0.29% |
$13.6K - $16K
|
166K
$6.35M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
152New |
$4.29K - $5.02K
|
152
$5.81K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
143New |
$4.04K - $4.73K
|
143
$5.47K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
33New |
$932 - $1.09K
|
33
$1.26K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.4KNew |
$988K - $1.15M
|
36.4K
$1.39M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
16.2K+ 49.5% |
$439K - $513K
|
48.9K
$1.87M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
3.82KNew |
$104K - $121K
|
3.82K
$146K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.24K+ 95.62% |
$33.8K - $39.4K
|
2.54K
$97.2K
|
|
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 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
128New |
$3.48K - $4.06K
|
128
$4.89K
|
|
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 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
|
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
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
37.5KNew |
$1.06M - $1.3M
|
37.5K
$1.43M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.2K+ 19.22% |
$544K - $666K
|
119K
$4.55M
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
7.19KNew |
$204K - $250K
|
7.19K
$275K
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.07KNew |
$200K - $245K
|
7.07K
$270K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37KNew |
$67.3K - $82.4K
|
2.37K
$90.7K
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
956+ 1.99% |
$27.1K - $33.2K
|
49K
$1.87M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
547New |
$15.5K - $19K
|
547
$20.9K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
172KNew |
$5.08M - $5.84M
|
172K
$6.58M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.88K+ 28.68% |
$55.5K - $63.7K
|
8.42K
$322K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
250New |
$7.39K - $8.49K
|
250
$9.56K
|
|
Q4 2021 | |||||||
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$2.93K - $3.19K
|
100
$3.82K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.22KNew |
$121K - $129K
|
4.22K
$161K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
16.3KNew |
$450K - $496K
|
16.3K
$621K
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8.6KNew |
$238K - $262K
|
8.6K
$329K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$38.8K - $42.7K
|
1.4K
$53.5K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.02KNew |
$28.1K - $31K
|
1.02K
$38.8K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
750New |
$20.8K - $22.9K
|
750
$28.7K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10New |
$277 - $305
|
10
$382
|