Purchases and Sales Made in Q1 2023 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4.54K+ 7.43% |
$131K - $149K
|
65.6K
$2.64M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.9K+ 9.23% |
$113K - $128K
|
46.1K
$1.86M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.66K+ 14.78% |
$106K - $120K
|
28.4K
$1.14M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.39KNew |
$97.9K - $111K
|
3.39K
$136K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 31.84% |
$90.9K - $103K
|
13K
$523K
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.86K+ 0.66% |
$82.8K - $94.2K
|
435K
$17.5M
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.81K+ 1.19% |
$81.3K - $92.5K
|
239K
$9.63M
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.77K+ 14.81% |
$80.1K - $91.2K
|
21.5K
$863K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.67K+ 3135.29% |
$77.1K - $87.7K
|
2.75K
$111K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.53K+ 4.08% |
$73.2K - $83.3K
|
64.5K
$2.59M
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.44K+ 29.85% |
$70.6K - $80.3K
|
10.6K
$427K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.16K+ 1.79% |
$62.4K - $71K
|
123K
$4.92M
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.16K+ 2.47% |
$62.4K - $71K
|
89.5K
$3.6M
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.99K+ 1.79% |
$57.7K - $65.6K
|
114K
$4.56M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.51KNew |
$43.6K - $49.6K
|
1.51K
$60.5K
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.42K+ 2.59% |
$41.2K - $46.9K
|
56.5K
$2.27M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.41K+ 16.26% |
$40.8K - $46.4K
|
10.1K
$405K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 15.2% |
$36.3K - $41.3K
|
9.5K
$382K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.19K+ 0.57% |
$34.5K - $39.3K
|
211K
$8.49M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
906+ 10.11% |
$26.2K - $29.8K
|
9.87K
$397K
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
838+ 0.35% |
$24.2K - $27.6K
|
241K
$9.69M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
500+ 62.5% |
$14.5K - $16.5K
|
1.3K
$52.3K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
487New |
$14.1K - $16K
|
487
$19.6K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
405+ 0.88% |
$11.7K - $13.3K
|
46.3K
$1.86M
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
358+ 0.61% |
$10.4K - $11.8K
|
59K
$2.37M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
350New |
$10.1K - $11.5K
|
350
$14.1K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
172+ 217.72% |
$4.98K - $5.66K
|
251
$10.1K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
123New |
$3.56K - $4.05K
|
123
$4.94K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 0.18% |
$2.89K - $3.29K
|
55.4K
$2.23M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
57+ 0.85% |
$1.65K - $1.88K
|
6.79K
$273K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
46+ 0.02% |
$1.33K - $1.51K
|
189K
$7.61M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$926 - $1.05K
|
32
$1.29K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26+ 0.26% |
$752 - $856
|
10.1K
$407K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
22+ 0.24% |
$636 - $724
|
9.17K
$369K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20New |
$579 - $658
|
20
$804
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.14% |
$289 - $329
|
7.38K
$297K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.01% |
$86.8 - $98.8
|
21.4K
$861K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.26% |
$57.9 - $65.8
|
766
$30.8K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36- 0.07% |
$1.04K - $1.19K
|
49.5K
$1.99M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-163- 0.78% |
$4.72K - $5.37K
|
20.8K
$835K
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-187- 0.88% |
$5.41K - $6.16K
|
21K
$844K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-264- 0.77% |
$7.64K - $8.69K
|
34.1K
$1.37M
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-313- 0.89% |
$9.06K - $10.3K
|
35K
$1.41M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-315- 4.4% |
$9.11K - $10.4K
|
6.84K
$275K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-334- 3.25% |
$9.66K - $11K
|
9.95K
$400K
|
|
May 10, 2023
Q1 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-342- 1.67% |
$9.89K - $11.3K
|
20.2K
$810K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-350Closed |
$10.1K - $11.5K
|
0
$0
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-352Closed |
$10.2K - $11.6K
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-405- 12.22% |
$11.7K - $13.3K
|
2.91K
$117K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-425- 4.74% |
$12.3K - $14K
|
8.54K
$343K
|