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 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.08K+ 5.8% |
$80.3K - $86.4K
|
38K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.88K+ 23.4% |
$72.3K - $77.9K
|
9.9K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.83K+ 8.1% |
$70.3K - $75.7K
|
24.4K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.8K+ 9.62% |
$69.5K - $74.8K
|
20.5K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.6K+ 4.78% |
$61.5K - $66.3K
|
35K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 11.14% |
$55.6K - $59.9K
|
14.4K
$607K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.18K+ 17.98% |
$45.6K - $49.1K
|
7.77K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 3.2% |
$43K - $46.3K
|
36K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.02KNew |
$39.3K - $42.3K
|
1.02K
$43K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
579+ 0.39% |
$22.3K - $24K
|
149K
$6.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
510+ 2.02% |
$19.7K - $21.2K
|
25.8K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
498+ 5.61% |
$19.2K - $20.7K
|
9.38K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
462+ 0.54% |
$17.8K - $19.2K
|
86.6K
$3.65M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
411New |
$15.8K - $17.1K
|
411
$17.3K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
372New |
$14.3K - $15.4K
|
372
$15.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
196+ 3.3% |
$7.55K - $8.13K
|
6.14K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
170+ 0.34% |
$6.55K - $7.06K
|
49.9K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$3.85K - $4.15K
|
100
$4.22K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
91+ 135.82% |
$3.51K - $3.78K
|
158
$6.66K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82+ 0.21% |
$3.16K - $3.4K
|
39.2K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.15% |
$2.58K - $2.78K
|
45.9K
$1.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
50New |
$1.93K - $2.08K
|
50
$2.11K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
44New |
$1.7K - $1.83K
|
44
$1.86K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38New |
$1.46K - $1.58K
|
38
$1.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37+ 0.39% |
$1.43K - $1.54K
|
9.49K
$400K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
34New |
$1.31K - $1.41K
|
34
$1.43K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31+ 0.35% |
$1.19K - $1.29K
|
8.81K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
27+ 87.1% |
$1.04K - $1.12K
|
58
$2.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6+ 0.1% |
$231 - $249
|
5.89K
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$38.5 - $41.5
|
214
$9.03K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.48% |
$38.5 - $41.5
|
210
$8.86K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10Closed |
$385 - $415
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31- 0.47% |
$1.19K - $1.29K
|
6.6K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-41- 0.11% |
$1.58K - $1.7K
|
38.9K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-62- 0.15% |
$2.39K - $2.57K
|
41.2K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-73- 0.62% |
$2.81K - $3.03K
|
11.7K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-252- 78.26% |
$9.71K - $10.5K
|
70
$2.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-374- 4.54% |
$14.4K - $15.5K
|
7.87K
$332K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 2.09% |
$19.3K - $20.8K
|
23.4K
$988K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-591- 3.06% |
$22.8K - $24.5K
|
18.7K
$790K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-600- 6.38% |
$23.1K - $24.9K
|
8.8K
$371K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-684- 0.93% |
$26.4K - $28.4K
|
73K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-751- 0.87% |
$28.9K - $31.2K
|
85.5K
$3.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-987- 16.49% |
$38K - $41K
|
5K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13K- 26.41% |
$43.7K - $47.1K
|
3.16K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.15K- 18.4% |
$44.3K - $47.7K
|
5.1K
$215K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 10.16% |
$47.9K - $51.5K
|
11K
$463K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.52K- 4.18% |
$97.2K - $105K
|
57.8K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.68K- 96.54% |
$103K - $111K
|
96
$4.05K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.88K- 5.93% |
$111K - $120K
|
45.7K
$1.93M
|