Institutional Ownership Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $525 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
10,209
shares
|
$390,187
0.24% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,968
shares
|
$380,976
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
9,841
shares
|
$376,123
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
9,631
shares
|
$368,096
0.0% of portfolio
|
Q3 2024
Reduced 71.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,625
shares
|
$367,867
0.0% of portfolio
|
Q3 2024
Added 18.53%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,487
shares
|
$362,593
0.0% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,406
shares
|
$359,497
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
9,400
shares
|
$359,268
0.11% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
8,946
shares
|
$341,916
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,531
shares
|
$326,054
0.41% of portfolio
|
Q4 2022
Reduced 36.28%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
8,513
shares
|
$325,366
0.12% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
8,429
shares
|
$322,156
0.33% of portfolio
|
Q3 2024
Reduced 30.2%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
8,400
shares
|
$321,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
8,241
shares
|
$314,971
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,096
shares
|
$309,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,898
shares
|
$301,861
0.0% of portfolio
|
Q3 2024
Reduced 25.05%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
7,665
shares
|
$292,956
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,841
shares
|
$261,463
0.0% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,540
shares
|
$249,958
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,516
shares
|
$249,041
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,250
shares
|
$238,875
0.03% of portfolio
|
Q2 2024
Reduced 12.65%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
5,958
shares
|
$227,714
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,931
shares
|
$226,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
5,877
shares
|
$224,618
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,619
shares
|
$214,758
0.01% of portfolio
|
Q3 2024
New holding
|