Purchases and Sales Made in Q4 2024 in Listed Fds Tr Horizon Kinetics (INFL)
This table provides information about the institutional ownership of Listed Fds Tr Horizon Kinetics (INFL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.36K+ 3.03% |
$51.1K - $58.7K
|
46.3K
$1.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.21KNew |
$45.3K - $52K
|
1.21K
$49.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.03K+ 10.04% |
$38.4K - $44.2K
|
11.2K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
854+ 0.58% |
$32K - $36.8K
|
148K
$6.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
756+ 2.15% |
$28.3K - $32.6K
|
35.9K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
739+ 11.3% |
$27.7K - $31.8K
|
7.28K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
714+ 2.15% |
$26.7K - $30.8K
|
33.9K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
712New |
$26.7K - $30.7K
|
712
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
704+ 11.87% |
$26.4K - $30.3K
|
6.64K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
522+ 1.36% |
$19.6K - $22.5K
|
38.9K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
426+ 0.18% |
$16K - $18.4K
|
231K
$9.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 0.35% |
$11.2K - $12.9K
|
86.1K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
300New |
$11.2K - $12.9K
|
300
$12.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
86+ 0.55% |
$3.22K - $3.7K
|
15.7K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
83New |
$3.11K - $3.58K
|
83
$3.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59New |
$2.21K - $2.54K
|
59
$2.42K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
58+ 0.1% |
$2.17K - $2.5K
|
60.4K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49+ 0.52% |
$1.84K - $2.11K
|
9.46K
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
31New |
$1.16K - $1.34K
|
31
$1.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 0.47% |
$1.05K - $1.21K
|
5.99K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
23+ 0.3% |
$862 - $991
|
7.69K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20New |
$749 - $862
|
20
$819
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.01% |
$450 - $517
|
86.3K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8+ 0.14% |
$300 - $345
|
5.89K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3+ 0.21% |
$112 - $129
|
1.44K
$59K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$37.5 - $43.1
|
213
$8.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.48% |
$37.5 - $43.1
|
209
$8.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17- 9.83% |
$637 - $732
|
156
$6.39K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43- 0.17% |
$1.61K - $1.85K
|
25.3K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.16% |
$2.77K - $3.19K
|
45.8K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-86- 0.66% |
$3.22K - $3.7K
|
12.9K
$530K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-172- 82.3% |
$6.44K - $7.41K
|
37
$1.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-183- 0.38% |
$6.86K - $7.88K
|
48.6K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-187- 2.22% |
$7.01K - $8.06K
|
8.24K
$338K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-213- 0.18% |
$7.98K - $9.18K
|
119K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-265- 1.3% |
$9.93K - $11.4K
|
20.2K
$826K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-280- 0.71% |
$10.5K - $12.1K
|
39.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-343- 3.35% |
$12.8K - $14.8K
|
9.9K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-345- 0.69% |
$12.9K - $14.9K
|
49.8K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-596- 2.43% |
$22.3K - $25.7K
|
23.9K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-804- 6.17% |
$30.1K - $34.6K
|
12.2K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-850- 8.83% |
$31.8K - $36.6K
|
8.78K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-887- 13.61% |
$33.2K - $38.2K
|
5.63K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-893- 13.05% |
$33.5K - $38.5K
|
5.95K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-917- 3.95% |
$34.4K - $39.5K
|
22.3K
$914K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.25K- 5.25% |
$46.8K - $53.9K
|
22.5K
$923K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43K- 1.65% |
$53.6K - $61.7K
|
85.3K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.46K- 15.43% |
$54.8K - $63.1K
|
8.02K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.76K- 84.55% |
$66K - $75.9K
|
322
$13.2K
|