Purchases and Sales Made in Q1 2025 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q1 2025. 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 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
279KNew |
$10.7M - $11.6M
|
279K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
258K+ 29.36% |
$9.95M - $10.7M
|
1.14M
$48M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
218K+ 5.56% |
$8.42M - $9.06M
|
4.15M
$175M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163K+ 181.03% |
$6.28M - $6.77M
|
253K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
115KNew |
$4.42M - $4.76M
|
115K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 22.36% |
$3.88M - $4.18M
|
551K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
69.2K+ 21.32% |
$2.67M - $2.87M
|
394K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
66.5K+ 1.69% |
$2.56M - $2.76M
|
4M
$169M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.1K+ 64.6% |
$2.12M - $2.29M
|
140K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 50.94% |
$1.62M - $1.75M
|
125K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42K+ 9.7% |
$1.62M - $1.74M
|
475K
$20M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34.1KNew |
$1.32M - $1.42M
|
34.1K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
27.2K+ 5.92% |
$1.05M - $1.13M
|
488K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.2K+ 7.58% |
$816K - $879K
|
301K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.4KNew |
$787K - $848K
|
20.4K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
18.1K+ 20.68% |
$696K - $749K
|
105K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 5.99% |
$572K - $615K
|
262K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.6K+ 119.04% |
$563K - $606K
|
26.9K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.1KNew |
$543K - $584K
|
14.1K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3KNew |
$513K - $553K
|
13.3K
$562K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.3K+ 12.87% |
$511K - $550K
|
116K
$4.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
12K+ 7.63% |
$461K - $496K
|
169K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 51.54% |
$391K - $421K
|
29.9K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.6KNew |
$370K - $398K
|
9.6K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.55K+ 85.49% |
$368K - $396K
|
20.7K
$874K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.32KNew |
$359K - $387K
|
9.32K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.91K+ 140.47% |
$305K - $328K
|
13.5K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.79KNew |
$300K - $323K
|
7.79K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7.55K+ 8.84% |
$291K - $313K
|
93K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.28K+ 7.77% |
$280K - $302K
|
101K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.18KNew |
$277K - $298K
|
7.18K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.95K+ 15.93% |
$268K - $288K
|
50.6K
$2.13M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.91KNew |
$228K - $245K
|
5.91K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.82K+ 6.92% |
$224K - $241K
|
89.9K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.7KNew |
$220K - $237K
|
5.7K
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.64K+ 61.99% |
$217K - $234K
|
14.7K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.6KNew |
$216K - $232K
|
5.6K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.42KNew |
$209K - $225K
|
5.42K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.35K+ 2.0% |
$206K - $222K
|
272K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.11K+ 60.03% |
$197K - $212K
|
13.6K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.56K+ 78.27% |
$176K - $189K
|
10.4K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 4.6% |
$169K - $181K
|
99.4K
$4.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 1.88% |
$167K - $180K
|
235K
$9.93M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.71K+ 2.24% |
$143K - $154K
|
169K
$7.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.5K+ 29.75% |
$135K - $145K
|
15.3K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.41K+ 73.65% |
$131K - $141K
|
8.03K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.08K+ 3.23% |
$119K - $128K
|
98.3K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.05K+ 41.96% |
$118K - $127K
|
10.3K
$436K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
2.58K+ 18.16% |
$99.2K - $107K
|
16.8K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.41K+ 2.05% |
$92.9K - $100K
|
120K
$5.07M
|