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 120 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
13,049
shares
|
$439,620
0.0% of portfolio
|
Q1 2024
Reduced 61.43%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
11,525
shares
|
$388,277
0.16% of portfolio
|
Q1 2024
Reduced 7.24%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
11,020
shares
|
$371,263
0.13% of portfolio
|
Q2 2023
Added 56.98%
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
10,707
shares
|
$360,718
0.11% of portfolio
|
Q1 2024
Reduced 55.81%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
10,618
shares
|
$357,720
0.01% of portfolio
|
Q1 2024
New holding
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 09, 2024 Q1 2024 |
10,259
shares
|
$345,625
0.22% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
9,509
shares
|
$320,358
0.0% of portfolio
|
Q1 2024
Added 17.29%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
9,286
shares
|
$312,845
0.02% of portfolio
|
Q4 2023
Added 0.33%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
8,720
shares
|
$293,776
0.0% of portfolio
|
Q1 2024
Reduced 56.81%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,531
shares
|
$287,409
0.41% of portfolio
|
Q4 2022
Reduced 36.28%
|
|
Autumn Glory Partners, LLC
|
Apr 30, 2024 Q1 2024 |
8,513
shares
|
$286,802
0.14% of portfolio
|
Q3 2023
Added 0.15%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
8,474
shares
|
$285,489
0.0% of portfolio
|
Q4 2023
New holding
|
|
Kmg Fiduciary Partners, LLC
|
Apr 10, 2024 Q1 2024 |
7,900
shares
|
$266,151
0.03% of portfolio
|
Q4 2022
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
7,374
shares
|
$248,430
0.0% of portfolio
|
Q1 2024
New holding
|
|
Crescent Grove Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
7,155
shares
|
$241,051
0.02% of portfolio
|
Q1 2024
Reduced 6.53%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
7,124
shares
|
$240,007
0.01% of portfolio
|
Q4 2023
Reduced 4.51%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
6,678
shares
|
$224,981
0.0% of portfolio
|
Q1 2024
Added 1.95%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
6,497
shares
|
$218,883
0.0% of portfolio
|
Q1 2024
Added 0.12%
|
|
Old Port Advisors
|
Jun 26, 2024 Q1 2024 |
6,332
shares
|
$213,325
0.06% of portfolio
|
Q1 2024
Reduced 90.46%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
6,236
shares
|
$210,090
0.01% of portfolio
|
Q1 2024
Reduced 12.61%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6,167
shares
|
$207,766
0.0% of portfolio
|
Q1 2024
Reduced 40.62%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 06, 2024 Q1 2024 |
3,861
shares
|
$130,077
0.02% of portfolio
|
Q1 2024
Reduced 22.5%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
3,820
shares
|
$128,695
0.02% of portfolio
|
Q3 2022
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
2,750
shares
|
$92,647
0.03% of portfolio
|
Q1 2023
Added 3135.29%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
2,256
shares
|
$76,004
0.02% of portfolio
|
Q1 2024
Reduced 97.99%
|