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 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.62M+ 70.35% |
$60.8M - $69.9M
|
3.93M
$157M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
232K+ 35.9% |
$8.7M - $10M
|
879K
$35.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
165KNew |
$6.2M - $7.12M
|
165K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
94K+ 45.28% |
$3.52M - $4.05M
|
301K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
87.3KNew |
$3.27M - $3.76M
|
87.3K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
79.6K+ 340.43% |
$2.98M - $3.43M
|
103K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
50.5KNew |
$1.89M - $2.18M
|
50.5K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
47.9K+ 11.62% |
$1.8M - $2.06M
|
460K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.1K+ 92.88% |
$1.69M - $1.94M
|
93.7K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.9K+ 42.64% |
$1.01M - $1.16M
|
90.1K
$3.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
24.8K+ 25.02% |
$931K - $1.07M
|
124K
$4.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
19.3KNew |
$724K - $832K
|
19.3K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
18.7KNew |
$702K - $808K
|
18.7K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.4KNew |
$616K - $708K
|
16.4K
$657K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
14.2KNew |
$531K - $611K
|
14.2K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$450K - $517K
|
12K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7KNew |
$440K - $506K
|
11.7K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.2KNew |
$419K - $481K
|
11.2K
$446K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.2K+ 3.96% |
$380K - $437K
|
267K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.1KNew |
$341K - $392K
|
9.1K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.36K+ 5.26% |
$313K - $360K
|
167K
$6.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
7.65K+ 5.13% |
$287K - $330K
|
157K
$6.26M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
7.38K+ 39.95% |
$277K - $318K
|
25.9K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
5.22K+ 4.63% |
$195K - $225K
|
118K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
5K+ 35.71% |
$187K - $215K
|
19K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5K+ 6.31% |
$187K - $215K
|
84.2K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.8K+ 4.16% |
$142K - $164K
|
95.3K
$3.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.53K+ 42.82% |
$132K - $152K
|
11.8K
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.26K+ 58.05% |
$122K - $141K
|
8.88K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.16K+ 7.8% |
$118K - $136K
|
43.6K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.67K+ 2495.33% |
$100K - $115K
|
2.78K
$111K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.2KNew |
$82.4K - $94.8K
|
2.2K
$87.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.67K+ 5.03% |
$62.6K - $72K
|
34.9K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
854+ 0.58% |
$32K - $36.8K
|
148K
$5.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
756+ 2.15% |
$28.3K - $32.6K
|
35.9K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
739+ 11.3% |
$27.7K - $31.8K
|
7.28K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
712New |
$26.7K - $30.7K
|
712
$28.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
522+ 1.36% |
$19.6K - $22.5K
|
38.9K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
426+ 0.18% |
$16K - $18.4K
|
231K
$9.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
300+ 0.35% |
$11.2K - $12.9K
|
86.1K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
300New |
$11.2K - $12.9K
|
300
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
86+ 0.55% |
$3.22K - $3.7K
|
15.7K
$625K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
83New |
$3.11K - $3.58K
|
83
$3.31K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59New |
$2.21K - $2.54K
|
59
$2.36K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
58+ 0.1% |
$2.17K - $2.5K
|
60.4K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49+ 0.52% |
$1.84K - $2.11K
|
9.46K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
31New |
$1.16K - $1.34K
|
31
$1.24K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 0.47% |
$1.05K - $1.21K
|
5.99K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
23+ 0.3% |
$862 - $991
|
7.69K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.01% |
$450 - $517
|
86.3K
$3.45M
|