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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.45K- 3.45% |
$42.9K - $47.2K
|
40.6K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$315K - $346K
|
10.6K
$476K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.22KClosed |
$212K - $229K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
30.2KNew |
$889K - $960K
|
30.2K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-354- 21.4% |
$10.4K - $11.2K
|
1.3K
$58.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.5KNew |
$338K - $365K
|
11.5K
$516K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63New |
$1.85K - $2K
|
63
$2.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 20.62% |
$67.6K - $72.9K
|
8.84K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-785- 2.27% |
$23.1K - $24.9K
|
33.8K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.37K- 23.33% |
$69.8K - $75.3K
|
7.79K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
307New |
$9.03K - $9.75K
|
307
$13.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-317- 4.73% |
$9.33K - $10.1K
|
6.39K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
760+ 12.67% |
$22.4K - $24.1K
|
6.76K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7.4K- 0.64% |
$218K - $235K
|
1.14M
$51.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-4.01K- 22.79% |
$118K - $127K
|
13.6K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-11K- 35.29% |
$324K - $350K
|
20.2K
$907K
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
BUY
|
- |
5K+ 35.97% |
$147K - $159K
|
18.9K
$848K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7+ 15.56% |
$206 - $222
|
52
$2.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13New |
$382 - $413
|
13
$583
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-34.3K- 16.1% |
$1.01M - $1.09M
|
179K
$8.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-33.6K- 10.13% |
$987K - $1.07M
|
298K
$13.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
147+ 0.2% |
$4.32K - $4.67K
|
73.4K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 51.41% |
$44.1K - $47.6K
|
1.42K
$63.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5.38K- 16.18% |
$161K - $173K
|
27.9K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.73K+ 35.46% |
$81.5K - $87.8K
|
10.4K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-1.4K- 16.93% |
$41.8K - $45.1K
|
6.87K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.38K- 39.07% |
$161K - $173K
|
8.39K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.09K- 14.83% |
$152K - $164K
|
29.2K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
40.8K+ 9.39% |
$1.22M - $1.31M
|
475K
$21.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2KNew |
$483K - $521K
|
16.2K
$725K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.76K- 20.53% |
$52.6K - $56.7K
|
6.82K
$306K
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-234K- 94.88% |
$6.98M - $7.52M
|
12.6K
$565K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-400- 4.68% |
$11.9K - $12.9K
|
8.14K
$365K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11KNew |
$329K - $355K
|
11K
$494K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.7K- 93.42% |
$111K - $119K
|
261
$11.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
79+ 0.24% |
$2.36K - $2.54K
|
33.5K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
13New |
$388 - $418
|
13
$583
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.07K- 3.25% |
$31.4K - $34.2K
|
31.8K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.91K- 68.27% |
$144K - $157K
|
2.28K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-25K- 22.73% |
$735K - $801K
|
85K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.5K- 89.74% |
$103K - $112K
|
400
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 54.17% |
$382 - $416
|
11
$493
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 0.78% |
$176 - $192
|
772
$34.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.73K+ 3.28% |
$109K - $119K
|
117K
$5.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
22+ 8.76% |
$646 - $705
|
273
$12.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4K+ 56.98% |
$118K - $128K
|
11K
$494K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 35.29% |
$73.4K - $80K
|
4.58K
$206K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.93K+ 14.93% |
$145K - $158K
|
37.9K
$1.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-125- 9.26% |
$3.67K - $4K
|
1.23K
$54.9K
|
|