Purchases and Sales Made in Q3 2024 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
209K+ 9.96% |
$6.93M - $8.02M
|
2.31M
$92.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
208KNew |
$6.88M - $7.96M
|
208K
$8.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 43.1% |
$3.52M - $4.08M
|
353K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77KNew |
$2.55M - $2.95M
|
77K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
49.1K+ 28.8% |
$1.63M - $1.88M
|
220K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.4KNew |
$609K - $705K
|
18.4K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.3K+ 4.97% |
$605K - $701K
|
385K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
16.9K+ 4.27% |
$560K - $649K
|
412K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15KNew |
$498K - $577K
|
15K
$604K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 2.3% |
$482K - $558K
|
647K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9K+ 4.34% |
$394K - $457K
|
286K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 4.3% |
$360K - $417K
|
264K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
9.97KNew |
$330K - $382K
|
9.97K
$401K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9.84KNew |
$326K - $378K
|
9.84K
$396K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.4KNew |
$278K - $322K
|
8.4K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.24KNew |
$273K - $316K
|
8.24K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.1KNew |
$268K - $311K
|
8.1K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.84K+ 101.36% |
$260K - $301K
|
15.6K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.78K+ 37.64% |
$258K - $299K
|
28.5K
$1.14M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7.74K+ 3.47% |
$257K - $297K
|
231K
$9.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.7K+ 20.67% |
$255K - $296K
|
45K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.11K+ 8.43% |
$236K - $273K
|
91.5K
$3.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.93KNew |
$197K - $228K
|
5.93K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.88KNew |
$195K - $226K
|
5.88K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.62KNew |
$186K - $216K
|
5.62K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.04K+ 19.03% |
$134K - $155K
|
25.3K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.22K+ 2.23% |
$107K - $123K
|
147K
$5.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.06K+ 3.18% |
$101K - $117K
|
99.3K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 6.34% |
$95.9K - $111K
|
48.6K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.69K+ 2.98% |
$89K - $103K
|
92.8K
$3.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.96K+ 8.62% |
$65K - $75.3K
|
24.7K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.51K+ 18.53% |
$49.9K - $57.7K
|
9.63K
$387K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.44K+ 4.53% |
$47.6K - $55.1K
|
33.2K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
923+ 15.6% |
$30.6K - $35.4K
|
6.84K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
712+ 0.48% |
$23.6K - $27.3K
|
149K
$6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
511+ 5.69% |
$16.9K - $19.6K
|
9.49K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
208New |
$6.9K - $7.98K
|
208
$8.36K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
143+ 0.31% |
$4.74K - $5.49K
|
45.9K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
132+ 0.38% |
$4.38K - $5.06K
|
35.1K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
107New |
$3.55K - $4.11K
|
107
$4.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
100+ 0.42% |
$3.32K - $3.84K
|
23.8K
$956K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
48New |
$1.59K - $1.84K
|
48
$1.93K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
40+ 0.43% |
$1.33K - $1.53K
|
9.41K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 0.06% |
$1.03K - $1.19K
|
50.1K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 0.39% |
$762 - $883
|
5.96K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
19+ 0.25% |
$630 - $729
|
7.67K
$308K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16+ 10.19% |
$530 - $614
|
173
$6.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 0.39% |
$265 - $307
|
2.08K
$83.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$33.2 - $38.4
|
212
$8.52K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 0.95% |
$66.3 - $76.7
|
209
$8.4K
|