Purchases and Sales Made in Q4 2022 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$116K - $136K
|
4.1K
$165K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 9.7% |
$115K - $134K
|
45.9K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.84K+ 4.6% |
$108K - $127K
|
87.3K
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.59K+ 7.12% |
$101K - $119K
|
54K
$2.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
3.33K+ 43.27% |
$93.9K - $110K
|
11K
$443K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.32KNew |
$93.6K - $110K
|
3.32K
$133K
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.17K+ 1.23% |
$89.5K - $105K
|
262K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.82K+ 6.7% |
$79.7K - $93.3K
|
45K
$1.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.72K+ 4.58% |
$76.7K - $89.8K
|
62K
$2.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.23K+ 7.33% |
$62.8K - $73.5K
|
32.6K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.03K+ 3.8% |
$57.2K - $66.9K
|
55.3K
$2.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.99K+ 9.01% |
$56.1K - $65.7K
|
24.1K
$967K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.81K+ 7.55% |
$51K - $59.7K
|
25.7K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.59K+ 9.27% |
$44.8K - $52.5K
|
18.7K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.41K+ 19.34% |
$39.7K - $46.4K
|
8.67K
$348K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.35KNew |
$38.1K - $44.6K
|
1.35K
$54.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.21K+ 0.69% |
$34K - $39.8K
|
176K
$7.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
902+ 4.45% |
$25.5K - $29.8K
|
21.2K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
881+ 0.47% |
$24.9K - $29.1K
|
189K
$7.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
813+ 13.87% |
$23K - $26.9K
|
6.67K
$268K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
804New |
$22.7K - $26.6K
|
804
$32.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
768+ 1.71% |
$21.7K - $25.4K
|
45.8K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
764New |
$21.6K - $25.3K
|
764
$30.7K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
602+ 1.13% |
$17K - $19.9K
|
53.8K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
600+ 7.84% |
$16.9K - $19.8K
|
8.25K
$332K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
510+ 5.51% |
$14.4K - $16.9K
|
9.77K
$393K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
483+ 0.29% |
$13.6K - $16K
|
166K
$6.68M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
453+ 1.18% |
$12.8K - $15K
|
38.8K
$1.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
450+ 2.25% |
$12.7K - $14.9K
|
20.5K
$824K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384+ 4.05% |
$10.8K - $12.7K
|
9.87K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
238+ 0.28% |
$6.72K - $7.87K
|
86.3K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
205New |
$5.79K - $6.78K
|
205
$8.24K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
152New |
$4.29K - $5.02K
|
152
$6.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
150+ 0.08% |
$4.23K - $4.96K
|
177K
$7.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
143New |
$4.04K - $4.73K
|
143
$5.75K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
127New |
$3.59K - $4.2K
|
127
$5.11K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
79New |
$2.23K - $2.61K
|
79
$3.18K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
33New |
$932 - $1.09K
|
33
$1.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27+ 0.27% |
$762 - $892
|
10.1K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
24New |
$678 - $793
|
24
$965
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.25% |
$649 - $760
|
9.15K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 0.04% |
$254 - $297
|
20.9K
$841K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.03% |
$198 - $231
|
21.4K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-45- 0.18% |
$1.27K - $1.49K
|
24.4K
$983K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56- 32.37% |
$1.58K - $1.85K
|
117
$4.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-263- 2.54% |
$7.42K - $8.69K
|
10.1K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 1.21% |
$8.47K - $9.92K
|
24.4K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-340- 0.95% |
$9.6K - $11.2K
|
35.5K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-551- 0.41% |
$15.6K - $18.2K
|
134K
$5.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-715- 5.47% |
$20.2K - $23.6K
|
12.4K
$497K
|