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 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
BUY
|
- |
5K+ 35.97% |
$147K - $159K
|
18.9K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.42KNew |
$41.6K - $44.9K
|
1.42K
$55.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
760+ 12.67% |
$22.4K - $24.1K
|
6.76K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
307New |
$9.03K - $9.75K
|
307
$12.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
147+ 0.2% |
$4.32K - $4.67K
|
73.4K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63New |
$1.85K - $2K
|
63
$2.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13New |
$382 - $413
|
13
$514
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7+ 15.56% |
$206 - $222
|
52
$2.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
40.8K+ 9.39% |
$1.22M - $1.31M
|
475K
$18.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2KNew |
$483K - $521K
|
16.2K
$640K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11KNew |
$329K - $355K
|
11K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.73K+ 35.46% |
$81.5K - $87.8K
|
10.4K
$412K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
79+ 0.24% |
$2.36K - $2.54K
|
33.5K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
13+ 0.15% |
$388 - $418
|
8.51K
$337K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
13New |
$388 - $418
|
13
$514
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.93K+ 14.93% |
$145K - $158K
|
37.9K
$1.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4K+ 56.98% |
$118K - $128K
|
11K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.73K+ 3.28% |
$109K - $119K
|
117K
$4.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
22+ 8.76% |
$646 - $705
|
273
$10.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 0.78% |
$176 - $192
|
772
$30.5K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
83.8K+ 761.28% |
$2.43M - $2.76M
|
94.8K
$3.75M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
59KNew |
$1.71M - $1.94M
|
59K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.1KNew |
$697K - $794K
|
24.1K
$953K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.43KNew |
$244K - $278K
|
8.43K
$333K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8.15KNew |
$236K - $268K
|
8.15K
$322K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.01K+ 35.59% |
$232K - $264K
|
30.5K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.22KNew |
$209K - $238K
|
7.22K
$285K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.66K+ 14.78% |
$106K - $120K
|
28.4K
$1.12M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.67K+ 3135.29% |
$77.1K - $87.7K
|
2.75K
$109K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.44K+ 29.85% |
$70.6K - $80.3K
|
10.6K
$420K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
487New |
$14.1K - $16K
|
487
$19.3K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
350New |
$10.1K - $11.5K
|
350
$13.8K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
123New |
$3.56K - $4.05K
|
123
$4.86K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$2.89K - $3.29K
|
100
$3.95K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$926 - $1.05K
|
32
$1.27K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20New |
$579 - $658
|
20
$791
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.14% |
$289 - $329
|
7.38K
$292K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
271KNew |
$7.64M - $8.94M
|
271K
$10.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
29.7KNew |
$839K - $982K
|
29.7K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
19.2K+ 68.57% |
$542K - $634K
|
47.2K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.4KNew |
$433K - $507K
|
15.4K
$607K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.9KNew |
$223K - $261K
|
7.9K
$312K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.54KNew |
$185K - $216K
|
6.54K
$259K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6.45KNew |
$182K - $213K
|
6.45K
$255K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.65K+ 12.32% |
$159K - $187K
|
51.5K
$2.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
804New |
$22.7K - $26.6K
|
804
$31.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
483+ 0.29% |
$13.6K - $16K
|
166K
$6.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
152New |
$4.29K - $5.02K
|
152
$6.01K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
143New |
$4.04K - $4.73K
|
143
$5.65K
|
|