Purchases and Sales Made in Q1 2022 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q1 2022. The information is specifically focused on institutions that hold shares of LISTED FDS TR HORIZON KINETICS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.2M+ 5740.49% |
$154M - $177M
|
5.29M
$213M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
344KNew |
$10.2M - $11.7M
|
344K
$13.8M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 95.81% |
$8.63M - $9.91M
|
597K
$24M
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
292K+ 18.25% |
$8.62M - $9.91M
|
1.89M
$76M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
272K+ 123.35% |
$8.03M - $9.23M
|
492K
$19.8M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
261K+ 125.0% |
$7.7M - $8.85M
|
469K
$18.9M
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
248KNew |
$7.33M - $8.42M
|
248K
$9.97M
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
231K+ 37.66% |
$6.83M - $7.84M
|
844K
$33.9M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
202K+ 248.13% |
$5.98M - $6.86M
|
284K
$11.4M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
172KNew |
$5.08M - $5.84M
|
172K
$6.92M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170K+ 85.4% |
$5.03M - $5.78M
|
370K
$14.9M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105K+ 161.11% |
$3.11M - $3.58M
|
171K
$6.86M
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
101KNew |
$3M - $3.45M
|
101K
$4.08M
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
97.3K+ 143.57% |
$2.87M - $3.3M
|
165K
$6.63M
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
93.4K+ 228.77% |
$2.76M - $3.17M
|
134K
$5.4M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.4K+ 33.33% |
$2.41M - $2.76M
|
326K
$13.1M
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
80.1K+ 50.95% |
$2.37M - $2.72M
|
237K
$9.54M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71K+ 19.64% |
$2.1M - $2.41M
|
433K
$17.4M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.8K+ 150.27% |
$1.71M - $1.96M
|
96.3K
$3.87M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.8K+ 200.36% |
$1.71M - $1.96M
|
86.6K
$3.48M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55.6K+ 140.24% |
$1.64M - $1.89M
|
95.2K
$3.83M
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
54.3KNew |
$1.6M - $1.84M
|
54.3K
$2.18M
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
48.1KNew |
$1.42M - $1.63M
|
48.1K
$1.93M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46.5KNew |
$1.37M - $1.58M
|
46.5K
$1.87M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40K+ 178.33% |
$1.18M - $1.36M
|
62.5K
$2.51M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
39.2KNew |
$1.16M - $1.33M
|
39.2K
$1.57M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
38.4K+ 194.16% |
$1.14M - $1.3M
|
58.2K
$2.34M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
37.6K+ 41.67% |
$1.11M - $1.28M
|
128K
$5.14M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34.9KNew |
$1.03M - $1.19M
|
34.9K
$1.4M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.4K+ 24.09% |
$1.02M - $1.17M
|
177K
$7.12M
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
27.1K+ 16.34% |
$800K - $920K
|
193K
$7.75M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
25.1K+ 23.95% |
$742K - $853K
|
130K
$5.23M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
23.9KNew |
$707K - $812K
|
23.9K
$962K
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
23.4KNew |
$692K - $795K
|
23.4K
$941K
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
23.1K+ 176.48% |
$682K - $783K
|
36.2K
$1.45M
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21.3K+ 9.51% |
$628K - $721K
|
245K
$9.84M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.1K+ 45.52% |
$535K - $615K
|
57.9K
$2.33M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
17.7KNew |
$524K - $602K
|
17.7K
$712K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.6K+ 34.75% |
$520K - $597K
|
68.2K
$2.74M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.4KNew |
$514K - $590K
|
17.4K
$699K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.1KNew |
$505K - $581K
|
17.1K
$687K
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
17KNew |
$501K - $576K
|
17K
$682K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.5K+ 75.71% |
$487K - $559K
|
38.2K
$1.54M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.1K+ 42.69% |
$476K - $547K
|
53.8K
$2.16M
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
15.2KNew |
$450K - $517K
|
15.2K
$612K
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
14.9KNew |
$442K - $507K
|
14.9K
$601K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.4KNew |
$426K - $490K
|
14.4K
$580K
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.1K+ 48.21% |
$387K - $445K
|
40.3K
$1.62M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.9KNew |
$382K - $439K
|
12.9K
$519K
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
11.8KNew |
$348K - $399K
|
11.8K
$473K
|