Purchases and Sales Made in Q2 2025 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.64K+ 3.97% |
$58.9K - $70.2K
|
42.9K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.62K+ 1.35% |
$58.4K - $69.6K
|
122K
$5.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.43KNew |
$51.5K - $61.4K
|
1.43K
$60.3K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.4K+ 24.56% |
$50.3K - $60K
|
7.1K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.29K+ 3.4% |
$46.5K - $55.4K
|
39.3K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09K+ 12.4% |
$39.3K - $46.8K
|
9.91K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.07K+ 13.76% |
$38.4K - $45.8K
|
8.84K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.03K+ 9.36% |
$37K - $44K
|
12K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
983+ 1.14% |
$35.3K - $42.1K
|
87.6K
$3.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
945+ 6.19% |
$34K - $40.5K
|
16.2K
$682K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
941+ 1.86% |
$33.8K - $40.3K
|
51.5K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
769+ 801.04% |
$27.6K - $33K
|
865
$36.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
741New |
$26.6K - $31.8K
|
741
$31.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
600+ 3.58% |
$21.6K - $25.7K
|
17.4K
$730K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
391+ 4.07% |
$14.1K - $16.8K
|
9.99K
$420K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
300+ 16.67% |
$10.8K - $12.9K
|
2.1K
$88.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
271+ 0.75% |
$9.74K - $11.6K
|
36.3K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
233New |
$8.38K - $9.98K
|
233
$9.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
215New |
$7.73K - $9.21K
|
215
$9.04K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
183+ 0.25% |
$6.58K - $7.84K
|
73.1K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
168+ 1.17% |
$6.04K - $7.2K
|
14.6K
$612K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
126+ 0.62% |
$4.53K - $5.4K
|
20.6K
$865K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$3.6K - $4.29K
|
100
$4.21K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
67+ 16.3% |
$2.41K - $2.87K
|
478
$20.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
64+ 0.43% |
$2.3K - $2.74K
|
14.8K
$623K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
62New |
$2.23K - $2.66K
|
62
$2.61K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
41+ 0.43% |
$1.47K - $1.76K
|
9.53K
$401K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
37New |
$1.33K - $1.59K
|
37
$1.56K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11+ 0.01% |
$395 - $471
|
85.6K
$3.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.1% |
$324 - $386
|
9.39K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6+ 0.1% |
$216 - $257
|
5.9K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 0.08% |
$216 - $257
|
7.87K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.48% |
$36 - $42.9
|
211
$8.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$36 - $42.9
|
215
$9.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 12.86% |
$324 - $386
|
61
$2.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 0.05% |
$863 - $1.03K
|
49.9K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27- 46.55% |
$971 - $1.16K
|
31
$1.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-45- 0.08% |
$1.62K - $1.93K
|
57.8K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-57- 0.86% |
$2.05K - $2.44K
|
6.55K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-62- 1.24% |
$2.23K - $2.66K
|
4.94K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-175- 0.85% |
$6.29K - $7.5K
|
20.4K
$857K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-202- 1.73% |
$7.26K - $8.66K
|
11.5K
$483K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-280- 2.74% |
$10.1K - $12K
|
9.93K
$418K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-346- 6.26% |
$12.4K - $14.8K
|
5.18K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-377- 3.08% |
$13.6K - $16.2K
|
11.8K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-421- 29.24% |
$15.1K - $18K
|
1.02K
$42.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-447- 1.14% |
$16.1K - $19.2K
|
38.8K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-611- 4.12% |
$22K - $26.2K
|
14.2K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-729- 0.64% |
$26.2K - $31.2K
|
114K
$4.79M
|