Latest Institutional Transactions on Listed Fds Tr Horizon Kinetics (INFL)
This table provides information on the latest institutional transactions involving Listed Fds Tr Horizon Kinetics (INFL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-183- 0.38% |
$6.86K - $7.88K
|
48.6K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.16K+ 7.8% |
$118K - $136K
|
43.6K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
94K+ 45.28% |
$3.52M - $4.05M
|
301K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
CALL |
6KNew |
$225K - $258K
|
6K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
19.3KNew |
$724K - $832K
|
19.3K
$781K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$450K - $517K
|
12K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-596- 2.43% |
$22.3K - $25.7K
|
23.9K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.9K+ 42.64% |
$1.01M - $1.16M
|
90.1K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49+ 0.52% |
$1.84K - $2.11K
|
9.46K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
50.5KNew |
$1.89M - $2.18M
|
50.5K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$37.5 - $43.1
|
213
$8.61K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
24.8K+ 25.02% |
$931K - $1.07M
|
124K
$5.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-172- 82.3% |
$6.44K - $7.41K
|
37
$1.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
426+ 0.18% |
$16K - $18.4K
|
231K
$9.33M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-308K- 6.84% |
$10.2M - $11.8M
|
4.19M
$169M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10- 0.11% |
$332 - $384
|
8.95K
$362K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5.53KNew |
$183K - $212K
|
5.53K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 6.34% |
$95.9K - $111K
|
48.6K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 0.06% |
$1.03K - $1.19K
|
50.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 10.47% |
$50.6K - $58.5K
|
13K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9K+ 4.34% |
$394K - $457K
|
286K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.4KNew |
$609K - $705K
|
18.4K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
49.1K+ 28.8% |
$1.63M - $1.88M
|
220K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.69K+ 2.98% |
$89K - $103K
|
92.8K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.78K+ 37.64% |
$258K - $299K
|
28.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.93K- 46.66% |
$296K - $343K
|
10.2K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.76K- 17.46% |
$91.3K - $106K
|
13K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.51K+ 18.53% |
$49.9K - $57.7K
|
9.63K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15KNew |
$498K - $577K
|
15K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-117- 0.15% |
$3.88K - $4.49K
|
76.5K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 4.3% |
$360K - $417K
|
264K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200+ 11.76% |
$6.63K - $7.67K
|
1.9K
$76.8K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.04K- 14.92% |
$67.7K - $78.3K
|
11.6K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.1KNew |
$268K - $311K
|
8.1K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 43.1% |
$3.52M - $4.08M
|
353K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
923+ 15.6% |
$30.6K - $35.4K
|
6.84K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12K- 95.42% |
$397K - $459K
|
574
$23.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
107New |
$3.55K - $4.11K
|
107
$4.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.11K+ 8.43% |
$236K - $273K
|
91.5K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.6K- 88.28% |
$449K - $520K
|
1.8K
$72.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
132+ 0.38% |
$4.38K - $5.06K
|
35.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.71K- 5.06% |
$56.7K - $65.6K
|
32.1K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.3K+ 4.97% |
$605K - $701K
|
385K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.64K- 25.05% |
$87.5K - $101K
|
7.9K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.8K- 71.17% |
$788K - $912K
|
9.63K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77KNew |
$2.55M - $2.95M
|
77K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 0.39% |
$265 - $307
|
2.08K
$84.2K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.9K- 13.85% |
$460K - $532K
|
86.3K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.31K- 2.7% |
$110K - $127K
|
119K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
16.9K+ 4.27% |
$560K - $649K
|
412K
$16.7M
|
|