Who owns LISTED FD TR?
- Ticker: INFL
- CUSIP Number: 53656f623
Tip: Access positions for across all investors
Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of Listed Fd Tr stock
Who bought or sold LISTED FD TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Shufro Rose & Co | 1.1M | $35M | -1% | Dec 2023 |
|
Rockefeller Capital Management | 484k | $15M | -10% | Dec 2023 |
|
One Charles Private Wealth Services | 397k | $13M | -2% | Dec 2023 |
|
Wells Fargo & Company | 324k | $10M | -16% | Dec 2023 |
|
Engrave Wealth Partners | 298k | $9.4M | -10% | Dec 2023 |
|
Commonwealth Equity Services | 270k | $8.8M | -4% | Mar 2024 |
|
Captrust Financial Advisors | 264k | $8.3M | -4% | Dec 2023 |
|
Royal Bank of Canada | 240k | $7.6M | 0% | Dec 2023 |
|
UBS Group | 224k | $7.0M | -35% | Dec 2023 |
|
Lowe fs | 214k | $7.0M | 3% | Mar 2024 |
|
HighTower Advisors | 194k | $6.1M | -8% | Dec 2023 |
|
Cullen Frost Bankers | 190k | $6.0M | 0% | Dec 2023 |
|
Bank of New York Mellon | 181k | $5.9M | 40% | Mar 2024 |
|
Green Square Capital | 179k | $5.6M | -16% | Dec 2023 |
|
Moors & Cabot | 161k | $5.1M | -3% | Dec 2023 |
|
Raymond James & Associates | 159k | $5.2M | -66% | Mar 2024 |
|
Twin Focus Capital Partners | 152k | $4.8M | -43% | Dec 2023 |
|
JNBA Financial Advisors | 152k | $4.9M | -44% | Mar 2024 |
|
Philip James Wealth Mangement | 121k | $3.9M | 8% | Mar 2024 |
|
CI Private Wealth | 116k | $3.6M | 7% | Dec 2023 |
|
Atlas Wealth Partners | 103k | $3.1M | 5% | Dec 2023 |
|
NewEdge Wealth | 101k | $3.2M | -33% | Dec 2023 |
|
Pekin, Singer Strauss Asset Management | 100k | $3.1M | -15% | Dec 2023 |
|
TrinityPoint Wealth | 91k | $2.9M | -11% | Dec 2023 |
|
Horizon Kinetics Asset Management | 85k | $2.7M | 1% | Dec 2023 |
|
EagleClaw Capital Managment | 81k | $2.5M | 1% | Dec 2023 |
|
Auxano Advisors | 75k | $2.4M | -12% | Dec 2023 |
|
Wealthsource Partners | 73k | $2.3M | 0% | Dec 2023 |
|
Janney Montgomery Scott | 64k | $2.1M | -66% | Mar 2024 |
|
Jane Street | 63k | $2.0M | -75% | Dec 2023 |
|
Pecaut & Co. | 62k | $2.0M | 0% | Dec 2023 |
|
Spire Wealth Management | 61k | $2.0M | -1% | Mar 2024 |
|
Equitable Trust | 59k | $1.9M | -90% | Mar 2024 |
|
Jpmorgan Chase & Co | 55k | $1.7M | -98% | Dec 2023 |
|
New England Private Wealth Advisors | 48k | $1.5M | -53% | Dec 2023 |
|
Absolute Investment Management | 47k | $1.5M | -26% | Mar 2024 |
|
Steward Partners Investment Advisory | 46k | $1.5M | 2% | Dec 2023 |
|
Stratos Wealth Advisors | 46k | $1.5M | -12% | Mar 2024 |
|
HPM Partners | 41k | $1.3M | 4% | Dec 2023 |
|
Parsons Capital Management | 41k | $1.3M | -3% | Mar 2024 |
|
Abacus Planning Group | 40k | $1.3M | 2% | Mar 2024 |
|
Compass Ion Advisors | 40k | $1.3M | -3% | Mar 2024 |
|
Advisor Group Holdings | 39k | $1.2M | -48% | Dec 2023 |
|
Davenport & Co | 39k | $1.2M | 7% | Dec 2023 |
|
Sontag Advisory | 35k | $1.1M | -10% | Dec 2023 |
|
Kestra Advisory Services | 35k | $1.1M | -12% | Dec 2023 |
|
Gyl Financial Synergies | 34k | $1.1M | -2% | Dec 2023 |
|
Stratos Wealth Partners | 33k | $1.1M | 4% | Mar 2024 |
|
Ausdal Financial Partners | 33k | $1.1M | 100% | Mar 2024 |
|
Clayton Financial Group | 30k | $951k | 100% | Dec 2023 |
|
Baker Ellis Asset Management | 26k | $849k | -4% | Mar 2024 |
|
One + One Wealth Management | 25k | $827k | -38% | Mar 2024 |
|
IFP Advisors | 25k | $788k | -6% | Dec 2023 |
|
Citadel Advisors | 25k | $771k | -23% | Dec 2023 |
|
Allegheny Financial Group | 24k | $763k | -77% | Dec 2023 |
|
Raymond James Financial Services Advisors | 24k | $785k | 0% | Mar 2024 |
|
Cambridge Investment Research Advisors | 23k | $739k | 63% | Mar 2024 |
|
Wealth Enhancement Advisory Services | 21k | $692k | -6% | Mar 2024 |
|
Defender Capital | 19k | $595k | 36% | Dec 2023 |
|
Fernwood Investment Management | 18k | $550k | -2% | Dec 2023 |
|
Schwartz Investment Counsel | 14k | $441k | 0% | Dec 2023 |
|
Meixler Investment Management | 14k | $428k | -23% | Dec 2023 |
|
Carlton, Hoffferkamp & Jenks Wealth Management | 12k | $374k | -7% | Mar 2024 |
|
Global Assets Advisory | 11k | $326k | 100% | Mar 2024 |
|
Garrison Point Advisors | 10k | $324k | 0% | Dec 2023 |
|
Second Line Capital | 9.5k | $298k | 100% | Dec 2023 |
|
Evanson Asset Management | 9.3k | $302k | 0% | Mar 2024 |
|
National Asset Management | 8.9k | $279k | -55% | Dec 2023 |
|
Fort Point Capital Partners | 8.8k | $278k | -21% | Dec 2023 |
|
Autumn Glory Partners | 8.5k | $277k | 0% | Mar 2024 |
|
Private Advisor | 8.5k | $276k | 0% | Mar 2024 |
|
Kmg Fiduciary Partners | 7.9k | $257k | 0% | Mar 2024 |
|
InterOcean Capital Group | 7.8k | $245k | -23% | Dec 2023 |
|
Mariner Wealth Advisors | 7.8k | $244k | -11% | Dec 2023 |
|
Hrt Financial | 7.6k | $238k | 100% | Dec 2023 |
|
Crescent Grove Advisors | 7.2k | $234k | -7% | Mar 2024 |
|
U.S. Capital Wealth Advisors | 7.1k | $225k | 100% | Dec 2023 |
|
Silver Oak Securities | 6.8k | $213k | 13% | Dec 2023 |
|
Pnc Financial Services | 6.6k | $206k | 0% | Dec 2023 |
|
Advisory Services Network | 6.5k | $204k | 100% | Dec 2023 |
|
Savant Capital Management | 6.4k | $201k | -5% | Dec 2023 |
|
Spectrum Wealth Counsel | 5.0k | $157k | 100% | Dec 2023 |
|
Front Row Advisors | 2.8k | $87k | 0% | Dec 2023 |
|
Hartland & Co | 2.4k | $75k | 0% | Dec 2023 |
|
Sugarloaf Wealth Management | 2.3k | $74k | -98% | Mar 2024 |
|
Bank Of Montreal | 2.2k | $69k | -91% | Dec 2023 |
|
Blue Bell Private Wealth Management | 2.1k | $67k | -37% | Mar 2024 |
|
Coppell Advisory Solutions | 1.4k | $45k | 100% | Dec 2023 |
|
Parallel Advisors | 1.2k | $37k | -11% | Dec 2023 |
|
Bank of America Corporation | 500.00 | $16k | 0% | Dec 2023 |
|
CWM | 404.00 | $13k | 0% | Mar 2024 |
|
Washington Trust Company | 350.00 | $11k | 0% | Mar 2024 |
|
Global Retirement Partners | 302.00 | $9.8k | -73% | Mar 2024 |
|
JDM Financial Group | 273.00 | $8.6k | 0% | Dec 2023 |
|
Financial Freedom | 209.00 | $6.8k | 0% | Mar 2024 |
|
Smartleaf Asset Management | 63.00 | $2.0k | 100% | Dec 2023 |
|
Caldwell Sutter Capital | 52.00 | $1.7k | 0% | Mar 2024 |
|
TD Waterhouse Canada | 19.00 | $734.000400 | 0% | Dec 2023 |
|
Covestor | 11.00 | $0 | 0% | Dec 2023 |
|
Proequities | 10.00 | $327k | 0% | Mar 2024 |
|
Who sold out of Listed Fd Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Ameritas Advisory Services | Sep 2023 | 60k | $1.8M |
Axxcess Wealth Management | Sep 2023 | 29k | $889k |
Insight 2811 | Sep 2023 | 28k | $848k |
MBE Wealth Management | Dec 2023 | 20k | $636k |
H D Vest Advisory Services | Sep 2023 | 16k | $492k |
Two Sigma Securities | Sep 2023 | 10k | $317k |
Gail Mannix | Dec 2023 | 8.4k | $264k |
Orion Portfolio Solutions | Sep 2023 | 7.2k | $220k |
Kingsview Wealth Management | Sep 2023 | 6.7k | $205k |
Congress Wealth Management LLC / DE / | Dec 2023 | 6.4k | $201k |
Solstein Capital | Dec 2023 | 2.7k | $86k |
Creative Financial Designs | Dec 2023 | 1.4k | $45k |
Benjamin F. Edwards & Company | Dec 2023 | 307.00 | $10k |
Us Bancorp | Sep 2023 | 199.00 | $6.1k |
Buck Wealth Strategies | Sep 2023 | 123.00 | $3.7k |
Huntington National Bank | Sep 2023 | 20.00 | $609.000000 |
Ronald Blue Trust | Dec 2023 | 13.00 | $0 |
TSFG | Dec 2023 | 13.00 | $0 |