Latest Institutional Purchases of Listed Fds Tr Horizon Kinetics (INFL)
This list provides information on the latest institutional transactions involving Listed Fds Tr Horizon Kinetics (INFL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
94K+ 45.28% |
$3.52M - $4.05M
|
301K
$11.8M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
79.6K+ 340.43% |
$2.98M - $3.43M
|
103K
$4.03M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
50.5KNew |
$1.89M - $2.18M
|
50.5K
$1.98M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.9K+ 42.64% |
$1.01M - $1.16M
|
90.1K
$3.52M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
24.8K+ 25.02% |
$931K - $1.07M
|
124K
$4.85M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
19.3KNew |
$724K - $832K
|
19.3K
$755K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.4KNew |
$616K - $708K
|
16.4K
$643K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$450K - $517K
|
12K
$469K
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.2KNew |
$419K - $481K
|
11.2K
$437K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.1KNew |
$341K - $392K
|
9.1K
$356K
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
7.65K+ 5.13% |
$287K - $330K
|
157K
$6.13M
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
7.38K+ 39.95% |
$277K - $318K
|
25.9K
$1.01M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
CALL |
6KNew |
$225K - $258K
|
6K
$235K
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
5.22K+ 4.63% |
$195K - $225K
|
118K
$4.61M
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
5K+ 35.71% |
$187K - $215K
|
19K
$743K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.53K+ 42.82% |
$132K - $152K
|
11.8K
$460K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.26K+ 58.05% |
$122K - $141K
|
8.88K
$347K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.16K+ 7.8% |
$118K - $136K
|
43.6K
$1.71M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.2KNew |
$82.4K - $94.8K
|
2.2K
$86K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.67K+ 5.03% |
$62.6K - $72K
|
34.9K
$1.36M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
854+ 0.58% |
$32K - $36.8K
|
148K
$5.8M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
756+ 2.15% |
$28.3K - $32.6K
|
35.9K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
522+ 1.36% |
$19.6K - $22.5K
|
38.9K
$1.52M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
426+ 0.18% |
$16K - $18.4K
|
231K
$9.03M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
83New |
$3.11K - $3.58K
|
83
$3.24K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
58+ 0.1% |
$2.17K - $2.5K
|
60.4K
$2.36M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49+ 0.52% |
$1.84K - $2.11K
|
9.46K
$370K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 0.47% |
$1.05K - $1.21K
|
5.99K
$234K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.47% |
$37.5 - $43.1
|
213
$8.33K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
209K+ 9.96% |
$6.93M - $8.02M
|
2.31M
$90.2M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 43.1% |
$3.52M - $4.08M
|
353K
$13.8M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77KNew |
$2.55M - $2.95M
|
77K
$3.01M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
49.1K+ 28.8% |
$1.63M - $1.88M
|
220K
$8.59M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.4KNew |
$609K - $705K
|
18.4K
$718K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.3K+ 4.97% |
$605K - $701K
|
385K
$15.1M
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
16.9K+ 4.27% |
$560K - $649K
|
412K
$16.1M
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15KNew |
$498K - $577K
|
15K
$588K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 2.3% |
$482K - $558K
|
647K
$25.3M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9K+ 4.34% |
$394K - $457K
|
286K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 4.3% |
$360K - $417K
|
264K
$10.3M
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
9.97KNew |
$330K - $382K
|
9.97K
$390K
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9.84KNew |
$326K - $378K
|
9.84K
$385K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.4KNew |
$278K - $322K
|
8.4K
$328K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.1KNew |
$268K - $311K
|
8.1K
$316K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.84K+ 101.36% |
$260K - $301K
|
15.6K
$609K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.78K+ 37.64% |
$258K - $299K
|
28.5K
$1.11M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.7K+ 20.67% |
$255K - $296K
|
45K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.11K+ 8.43% |
$236K - $273K
|
91.5K
$3.58M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.93KNew |
$197K - $228K
|
5.93K
$232K
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.88KNew |
$195K - $226K
|
5.88K
$230K
|