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 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
11.6K+ 11.74% |
$343K - $394K
|
111K
$4.44M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.5KNew |
$341K - $392K
|
11.5K
$464K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10.9K+ 3.3% |
$323K - $371K
|
342K
$13.8M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
10.8K+ 61.28% |
$319K - $366K
|
28.4K
$1.14M
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 3.1% |
$297K - $341K
|
334K
$13.4M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
10KNew |
$296K - $340K
|
10K
$402K
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
9.88K+ 20.71% |
$292K - $335K
|
57.6K
$2.31M
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.51K+ 6.39% |
$281K - $323K
|
158K
$6.36M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.06K+ 2.7% |
$268K - $307K
|
344K
$13.8M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8.73K+ 2.23% |
$258K - $297K
|
401K
$16.1M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.51KNew |
$251K - $289K
|
8.51K
$342K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.31KNew |
$246K - $282K
|
8.31K
$334K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.21K+ 10.47% |
$243K - $279K
|
86.6K
$3.48M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.04K+ 47.03% |
$238K - $273K
|
25.1K
$1.01M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.76KNew |
$229K - $263K
|
7.76K
$312K
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
7.59K+ 5.87% |
$224K - $258K
|
137K
$5.51M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.61K+ 22.1% |
$195K - $224K
|
36.5K
$1.47M
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.45KNew |
$191K - $219K
|
6.45K
$259K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.33K+ 1.93% |
$187K - $215K
|
335K
$13.5M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.63K+ 22.42% |
$166K - $191K
|
30.7K
$1.23M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.36K+ 35.53% |
$129K - $148K
|
16.6K
$669K
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.76K+ 9.73% |
$111K - $128K
|
42.5K
$1.71M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
3.7KNew |
$109K - $126K
|
3.7K
$149K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.48K+ 87.88% |
$103K - $118K
|
7.44K
$299K
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.75KNew |
$81.3K - $93.4K
|
2.75K
$111K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.67K+ 15.6% |
$79K - $90.7K
|
19.8K
$796K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.67K+ 7.99% |
$78.9K - $90.6K
|
36.1K
$1.45M
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.59K+ 32.03% |
$76.5K - $87.9K
|
10.7K
$429K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.04K+ 11.76% |
$60.3K - $69.3K
|
19.4K
$780K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 19.12% |
$60.1K - $69.1K
|
12.7K
$509K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.93K+ 50.46% |
$57.1K - $65.6K
|
5.76K
$231K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.88K+ 28.68% |
$55.5K - $63.7K
|
8.42K
$339K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.73K+ 17.96% |
$51.2K - $58.8K
|
11.4K
$457K
|
|
Apr 22, 2022
Q1 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.44K+ 9.72% |
$42.4K - $48.7K
|
16.2K
$651K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19KNew |
$35.2K - $40.4K
|
1.19K
$47.8K
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.36% |
$29.9K - $34.3K
|
284K
$11.4M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1KNew |
$29.6K - $34K
|
1K
$40.2K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
844+ 9.77% |
$24.9K - $28.7K
|
9.48K
$381K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
760+ 1.82% |
$22.5K - $25.8K
|
42.6K
$1.71M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
700New |
$20.7K - $23.8K
|
700
$28.1K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
500New |
$14.8K - $17K
|
500
$20.1K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
250New |
$7.39K - $8.49K
|
250
$10.1K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
143New |
$4.23K - $4.85K
|
143
$5.75K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.26% |
$1.33K - $1.53K
|
17.6K
$708K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
22+ 0.24% |
$650 - $747
|
9.02K
$362K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.14% |
$266 - $306
|
6.51K
$262K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.5% |
$29.6 - $34
|
201
$8.08K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-74- 0.13% |
$2.19K - $2.51K
|
56.9K
$2.29M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-457- 0.22% |
$13.5K - $15.5K
|
205K
$8.26M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500- 41.67% |
$14.8K - $17K
|
700
$28.1K
|