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
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Top 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 |
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| Equitable Trust | 597k | $19M | -46% | Dec 2023 |
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| Rockefeller Capital Management | 484k | $15M | -10% | Dec 2023 |
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| Raymond James & Associates | 467k | $15M | -3% | Dec 2023 |
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| One Charles Private Wealth Services | 397k | $13M | -2% | Dec 2023 |
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| Wells Fargo & Company | 324k | $10M | -16% | Dec 2023 |
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| Engrave Wealth Partners | 298k | $9.4M | -10% | Dec 2023 |
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| Commonwealth Equity Services | 280k | $8.8M | -5% | Dec 2023 |
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| JNBA Financial Advisors | 270k | $8.5M | 1% | Dec 2023 |
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| Captrust Financial Advisors | 264k | $8.3M | -4% | Dec 2023 |
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| Royal Bank of Canada | 240k | $7.6M | 0% | Dec 2023 |
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| UBS Group | 224k | $7.0M | -35% | Dec 2023 |
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| Lowe fs | 214k | $7.0M | 3% | Mar 2024 |
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| HighTower Advisors | 194k | $6.1M | -8% | Dec 2023 |
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| Cullen Frost Bankers | 190k | $6.0M | 0% | Dec 2023 |
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| Janney Montgomery Scott | 185k | $5.8M | -7% | Dec 2023 |
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| Green Square Capital | 179k | $5.6M | -16% | Dec 2023 |
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| Moors & Cabot | 161k | $5.1M | -3% | Dec 2023 |
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| Twin Focus Capital Partners | 152k | $4.8M | -43% | Dec 2023 |
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| Bank of New York Mellon | 130k | $4.1M | 37% | Dec 2023 |
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| CI Private Wealth | 116k | $3.6M | 7% | Dec 2023 |
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| Philip James Wealth Mangement | 112k | $3.5M | 100% | Dec 2023 |
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| Sugarloaf Wealth Management | 112k | $3.5M | -3% | Dec 2023 |
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| Atlas Wealth Partners | 103k | $3.1M | 5% | Dec 2023 |
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| NewEdge Wealth | 101k | $3.2M | -33% | Dec 2023 |
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| Pekin, Singer Strauss Asset Management | 100k | $3.1M | -15% | Dec 2023 |
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| TrinityPoint Wealth | 91k | $2.9M | -11% | Dec 2023 |
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| Horizon Kinetics Asset Management | 85k | $2.7M | 1% | Dec 2023 |
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| EagleClaw Capital Managment | 81k | $2.5M | 1% | Dec 2023 |
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| Auxano Advisors | 75k | $2.4M | -12% | Dec 2023 |
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| Wealthsource Partners | 73k | $2.3M | 0% | Dec 2023 |
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| Absolute Investment Management | 64k | $2.0M | -5% | Dec 2023 |
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| Jane Street | 63k | $2.0M | -75% | Dec 2023 |
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| Pecaut & Co. | 62k | $2.0M | 0% | Dec 2023 |
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| Spire Wealth Management | 62k | $1.9M | -5% | Dec 2023 |
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| Jpmorgan Chase & Co | 55k | $1.7M | -98% | Dec 2023 |
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| New England Private Wealth Advisors | 48k | $1.5M | -53% | Dec 2023 |
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| Steward Partners Investment Advisory | 46k | $1.5M | 2% | Dec 2023 |
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| Stratos Wealth Advisors | 46k | $1.5M | -12% | Mar 2024 |
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| Parsons Capital Management | 42k | $1.3M | -3% | Dec 2023 |
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| HPM Partners | 41k | $1.3M | 4% | Dec 2023 |
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| Abacus Planning Group | 40k | $1.3M | 2% | Mar 2024 |
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| Compass Ion Advisors | 40k | $1.3M | -3% | Mar 2024 |
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| Advisor Group Holdings | 39k | $1.2M | -48% | Dec 2023 |
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| Davenport & Co | 39k | $1.2M | 7% | Dec 2023 |
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| Sontag Advisory | 35k | $1.1M | -10% | Dec 2023 |
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| Kestra Advisory Services | 35k | $1.1M | -12% | Dec 2023 |
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| Gyl Financial Synergies | 34k | $1.1M | -2% | Dec 2023 |
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| Stratos Wealth Partners | 33k | $1.1M | 4% | Mar 2024 |
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| Ausdal Financial Partners | 33k | $1.1M | 100% | Mar 2024 |
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| Clayton Financial Group | 30k | $951k | 100% | Dec 2023 |
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| Baker Ellis Asset Management | 26k | $849k | -4% | Mar 2024 |
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| One + One Wealth Management | 25k | $827k | -38% | Mar 2024 |
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| IFP Advisors | 25k | $788k | -6% | Dec 2023 |
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| Citadel Advisors | 25k | $771k | -23% | Dec 2023 |
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| Allegheny Financial Group | 24k | $763k | -77% | Dec 2023 |
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| Raymond James Financial Services Advisors | 24k | $762k | -9% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 21k | $692k | -6% | Mar 2024 |
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| MBE Wealth Management | 20k | $636k | -35% | Dec 2023 |
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| Defender Capital | 19k | $595k | 36% | Dec 2023 |
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| Fernwood Investment Management | 18k | $550k | -2% | Dec 2023 |
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| Schwartz Investment Counsel | 14k | $441k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 14k | $439k | -49% | Dec 2023 |
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| Meixler Investment Management | 14k | $428k | -23% | Dec 2023 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 12k | $376k | -11% | Dec 2023 |
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| Global Assets Advisory | 11k | $326k | 100% | Mar 2024 |
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| Garrison Point Advisors | 10k | $324k | 0% | Dec 2023 |
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| Second Line Capital | 9.5k | $298k | 100% | Dec 2023 |
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| Evanson Asset Management | 9.3k | $302k | 0% | Mar 2024 |
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| National Asset Management | 8.9k | $279k | -55% | Dec 2023 |
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| Fort Point Capital Partners | 8.8k | $278k | -21% | Dec 2023 |
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| Autumn Glory Partners | 8.5k | $260k | 0% | Dec 2023 |
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| Private Advisor | 8.5k | $267k | 100% | Dec 2023 |
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| Gail Mannix | 8.4k | $264k | 0% | Dec 2023 |
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| Kmg Fiduciary Partners | 7.9k | $257k | 0% | Mar 2024 |
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| InterOcean Capital Group | 7.8k | $245k | -23% | Dec 2023 |
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| Mariner Wealth Advisors | 7.8k | $244k | -11% | Dec 2023 |
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| Crescent Grove Advisors | 7.7k | $241k | -15% | Dec 2023 |
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| Hrt Financial | 7.6k | $238k | 100% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 7.1k | $225k | 100% | Dec 2023 |
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| Silver Oak Securities | 6.8k | $213k | 13% | Dec 2023 |
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| Pnc Financial Services | 6.6k | $206k | 0% | Dec 2023 |
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| Advisory Services Network | 6.5k | $204k | 100% | Dec 2023 |
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| Savant Capital Management | 6.4k | $201k | -5% | Dec 2023 |
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| Spectrum Wealth Counsel | 5.0k | $157k | 100% | Dec 2023 |
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| Blue Bell Private Wealth Management | 3.3k | $102k | -17% | Dec 2023 |
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| Front Row Advisors | 2.8k | $87k | 0% | Dec 2023 |
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| Solstein Capital | 2.7k | $86k | 0% | Dec 2023 |
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| Hartland & Co | 2.4k | $75k | 0% | Dec 2023 |
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| Bank Of Montreal | 2.2k | $69k | -91% | Dec 2023 |
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| Creative Financial Designs | 1.4k | $45k | -51% | Dec 2023 |
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| Coppell Advisory Solutions | 1.4k | $45k | 100% | Dec 2023 |
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| Parallel Advisors | 1.2k | $37k | -11% | Dec 2023 |
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| Global Retirement Partners | 1.1k | $34k | -15% | Dec 2023 |
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| Bank of America Corporation | 500.00 | $16k | 0% | Dec 2023 |
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| CWM | 404.00 | $13k | 0% | Mar 2024 |
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| Washington Trust Company | 350.00 | $11k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 307.00 | $10k | 100% | Dec 2023 |
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| JDM Financial Group | 273.00 | $8.6k | 0% | Dec 2023 |
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| Financial Freedom | 208.00 | $6.5k | 0% | Dec 2023 |
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| Smartleaf Asset Management | 63.00 | $2.0k | 100% | Dec 2023 |
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| Caldwell Sutter Capital | 52.00 | $1.6k | 16% | Dec 2023 |
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| TD Waterhouse Canada | 19.00 | $734.000400 | 0% | Dec 2023 |
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| Ronald Blue Trust | 13.00 | $0 | 100% | Dec 2023 |
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| Covestor | 11.00 | $0 | 0% | Dec 2023 |
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| Proequities | 10.00 | $314k | 0% | Dec 2023 |
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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 |
| Arcus Capital Partners | Sep 2023 | 34k | $1.0M |
| Axxcess Wealth Management | Sep 2023 | 29k | $889k |
| Insight 2811 | Sep 2023 | 28k | $848k |
| H D Vest Advisory Services | Sep 2023 | 16k | $492k |
| Fiduciary Planning | Sep 2023 | 13k | $384k |
| Sigma Planning | Sep 2023 | 11k | $347k |
| Two Sigma Securities | Sep 2023 | 10k | $317k |
| Apexium Financial | Sep 2023 | 8.1k | $248k |
| Orion Portfolio Solutions | Sep 2023 | 7.2k | $220k |
| TCP Asset Management | Sep 2023 | 6.9k | $209k |
| Lunt Capital Management | Sep 2023 | 6.8k | $208k |
| Kingsview Wealth Management | Sep 2023 | 6.7k | $205k |
| Congress Wealth Management LLC / DE / | Dec 2023 | 6.4k | $201k |
| Private Trust Co Na | Sep 2023 | 3.6k | $109k |
| Ulland Investment Advisors | Sep 2023 | 1.2k | $37k |
| Cary Street Partner Investment Advisory | Sep 2023 | 772.00 | $24k |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 261.00 | $7.9k |
| Us Bancorp | Sep 2023 | 199.00 | $6.1k |
| Buck Wealth Strategies | Sep 2023 | 123.00 | $3.7k |
| Fifth Third Bancorp | Sep 2023 | 53.00 | $1.6k |
| Huntington National Bank | Sep 2023 | 20.00 | $609.000000 |
| TSFG | Dec 2023 | 13.00 | $0 |