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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163K+ 181.03% |
$6.28M - $6.77M
|
253K
$10.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34.1KNew |
$1.32M - $1.42M
|
34.1K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.6KNew |
$370K - $398K
|
9.6K
$393K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.64K+ 61.99% |
$217K - $234K
|
14.7K
$604K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.11K+ 60.03% |
$197K - $212K
|
13.6K
$558K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 1.88% |
$167K - $180K
|
235K
$9.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.41K+ 73.65% |
$131K - $141K
|
8.03K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.18K+ 17.98% |
$45.6K - $49.1K
|
7.77K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
579+ 0.39% |
$22.3K - $24K
|
149K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
510+ 2.02% |
$19.7K - $21.2K
|
25.8K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$3.85K - $4.15K
|
100
$4.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82+ 0.21% |
$3.16K - $3.4K
|
39.2K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$1.93K - $2.08K
|
50
$2.05K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38New |
$1.46K - $1.58K
|
38
$1.56K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37+ 0.39% |
$1.43K - $1.54K
|
9.49K
$389K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
34New |
$1.31K - $1.41K
|
34
$1.39K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$38.5 - $41.5
|
214
$8.76K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-41- 0.11% |
$1.58K - $1.7K
|
38.9K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-73- 0.62% |
$2.81K - $3.03K
|
11.7K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 2.09% |
$19.3K - $20.8K
|
23.4K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-591- 3.06% |
$22.8K - $24.5K
|
18.7K
$767K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-600- 6.38% |
$23.1K - $24.9K
|
8.8K
$360K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-987- 16.49% |
$38K - $41K
|
5K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.15K- 18.4% |
$44.3K - $47.7K
|
5.1K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.88K- 5.93% |
$111K - $120K
|
45.7K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.74K- 16.77% |
$144K - $155K
|
18.6K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-4.23K- 16.37% |
$163K - $176K
|
21.6K
$886K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.4K- 43.93% |
$784K - $845K
|
26K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33.3K- 97.54% |
$1.28M - $1.38M
|
840
$34.4K
|