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 |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 4.2M | $158M | -7% | Sep 2024 |
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| Oxford Financial | 2.3M | $87M | 100% | Sep 2024 |
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| LPL Financial | 647k | $24M | 2% | Sep 2024 |
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| One Charles Private Wealth Services | 413k | $16M | 8% | Sep 2024 |
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| Wells Fargo & Company | 385k | $15M | 5% | Sep 2024 |
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| Royal Bank of Canada | 353k | $13M | 43% | Sep 2024 |
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| Rockefeller Capital Management | 274k | $9.0M | -42% | Jun 2024 |
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| Captrust Financial Advisors | 264k | $9.9M | 4% | Sep 2024 |
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| Commonwealth Equity Services | 257k | $9.6M | -2% | Sep 2024 |
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| Bank of New York Mellon | 249k | $9.4M | 11% | Sep 2024 |
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| Lowe fs | 231k | $8.7M | 3% | Sep 2024 |
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| Reuter James Wealth Management | 208k | $7.8M | 100% | Sep 2024 |
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| Cullen Frost Bankers | 172k | $6.5M | 0% | Sep 2024 |
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| Moors & Cabot | 159k | $6.0M | -3% | Sep 2024 |
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| Longview Financial Advisors | 149k | $5.6M | 0% | Sep 2024 |
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| Raymond James & Associates | 149k | $5.6M | -3% | Sep 2024 |
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| Philip James Wealth Mangement | 148k | $5.5M | 2% | Sep 2024 |
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| Edge Capital Group | 119k | $4.5M | -3% | Sep 2024 |
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| Atlas Wealth Partners | 113k | $4.2M | -1% | Sep 2024 |
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| Sanctuary Advisors | 111k | $3.6M | 100% | Jun 2024 |
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| Aptus Capital Advisors | 104k | $3.9M | -3% | Sep 2024 |
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| Hilltop National Bank | 99k | $3.7M | 3% | Sep 2024 |
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| Envestnet Asset Management | 87k | $3.3M | -15% | Sep 2024 |
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| NewEdge Wealth | 86k | $3.2M | -14% | Sep 2024 |
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| EagleClaw Capital Managment | 86k | $3.2M | 0% | Sep 2024 |
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| Horizon Kinetics Asset Management | 84k | $2.8M | 1% | Jun 2024 |
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| CI Private Wealth | 79k | $3.0M | 0% | Sep 2024 |
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| Resources Investment Advisors | 79k | $3.0M | -1% | Sep 2024 |
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| NCM Capital Management | 77k | $2.9M | 0% | Sep 2024 |
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| Janney Montgomery Scott | 63k | $2.4M | -33% | Sep 2024 |
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| Pekin, Singer Strauss Asset Management | 60k | $2.3M | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 50k | $1.6M | 5% | Jun 2024 |
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| Spire Wealth Management | 49k | $1.8M | -16% | Sep 2024 |
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| Pecaut & Co. | 48k | $1.8M | 0% | Sep 2024 |
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| Stratos Wealth Advisors | 46k | $1.7M | 0% | Sep 2024 |
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| HighTower Advisors | 46k | $1.5M | -1% | Jun 2024 |
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| Cambridge Investment Research Advisors | 45k | $1.7M | 21% | Sep 2024 |
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| Davenport & Co | 41k | $1.5M | -4% | Sep 2024 |
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| HPM Partners | 40k | $1.5M | 0% | Sep 2024 |
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| Compass Ion Advisors | 39k | $1.5M | 0% | Sep 2024 |
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| Abacus Planning Group | 38k | $1.4M | -3% | Sep 2024 |
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| Sontag Advisory | 35k | $1.3M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 33k | $1.1M | 70% | Jun 2024 |
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| Stratos Wealth Partners | 33k | $1.2M | -2% | Sep 2024 |
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| TrinityPoint Wealth | 33k | $1.2M | 5% | Sep 2024 |
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| Auxano Advisors | 32k | $1.2M | -21% | Sep 2024 |
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| Kestra Advisory Services | 32k | $1.2M | -5% | Sep 2024 |
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| Raymond James Financial Services Advisors | 25k | $930k | 9% | Sep 2024 |
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| Baker Ellis Asset Management | 25k | $922k | 0% | Sep 2024 |
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| Trilogy Capital | 24k | $894k | 0% | Sep 2024 |
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| IFP Advisors | 23k | $764k | -7% | Jun 2024 |
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| JNBA Financial Advisors | 23k | $874k | -68% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 21k | $695k | 0% | Jun 2024 |
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| Fernwood Investment Management | 20k | $768k | -1% | Sep 2024 |
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| Qube Research & Technologies | 19k | $626k | 47% | Jun 2024 |
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| One + One Wealth Management | 19k | $695k | -9% | Sep 2024 |
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| Luther King Capital Management Corporation | 17k | $620k | 0% | Sep 2024 |
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| Goss Wealth Management | 16k | $516k | 66% | Jun 2024 |
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| Lake Street Advisors Group | 16k | $585k | 101% | Sep 2024 |
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| Cornerstone Advisors Asset Management | 15k | $565k | 100% | Sep 2024 |
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| Schwartz Investment Counsel | 14k | $526k | 0% | Sep 2024 |
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| D. E. Shaw & Co | 12k | $438k | -15% | Sep 2024 |
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| Garrison Point Advisors | 10k | $335k | 0% | Jun 2024 |
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| STAR Financial Bank | 10k | $385k | -9% | Sep 2024 |
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| Meridian Wealth Advisors | 10k | $375k | 100% | Sep 2024 |
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| Moody Lynn & Co/ | 9.8k | $370k | 100% | Sep 2024 |
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| Private Advisor | 9.5k | $357k | 6% | Sep 2024 |
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| Evanson Asset Management | 9.4k | $354k | 0% | Sep 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 9.4k | $374k | -2% | Sep 2024 |
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| National Asset Management | 9.0k | $293k | -55% | Jun 2024 |
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| Citadel Advisors | 8.6k | $325k | -9% | Sep 2024 |
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| Autumn Glory Partners | 8.5k | $320k | 0% | Sep 2024 |
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| Absolute Investment Management | 8.4k | $317k | -30% | Sep 2024 |
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| Gail Mannix | 8.4k | $264k | 100% | Sep 2024 |
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| Pure Portfolios Holdings | 8.2k | $310k | 100% | Sep 2024 |
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| Stifel Financial | 8.1k | $265k | 10% | Jun 2024 |
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| Susquehanna International | 8.1k | $304k | 100% | Sep 2024 |
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| Advisor Group Holdings | 7.9k | $297k | -68% | Sep 2024 |
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| New England Private Wealth Advisors | 7.7k | $288k | -56% | Sep 2024 |
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| Pnc Financial Services | 6.5k | $246k | 0% | Sep 2024 |
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| Advisory Services Network | 6.5k | $213k | 0% | Sep 2024 |
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| Focus Financial Network | 6.0k | $224k | 0% | Sep 2024 |
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| Creative Planning | 5.9k | $223k | 100% | Sep 2024 |
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| Morgan Stanley | 5.9k | $193k | -4% | Jun 2024 |
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| Aviance Capital Partners | 5.9k | $221k | 100% | Sep 2024 |
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| Sigma Planning | 5.6k | $211k | 100% | Sep 2024 |
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| Spectrum Wealth Counsel | 3.9k | $145k | 0% | Sep 2024 |
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| Front Row Advisors | 2.8k | $103k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 2.1k | $78k | 0% | Sep 2024 |
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| Blue Bell Private Wealth Management | 2.1k | $77k | 0% | Sep 2024 |
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| CWM | 1.8k | $68k | 0% | Sep 2024 |
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| Brian McDonald | 1.4k | $54k | 0% | Sep 2024 |
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| Geneos Wealth Management | 769.00 | $25k | 100% | Jun 2024 |
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| Bank of America Corporation | 574.00 | $22k | -95% | Sep 2024 |
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| Financial Freedom | 212.00 | $8.0k | 0% | Sep 2024 |
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| Sugarloaf Wealth Management | 209.00 | $7.8k | -1% | Sep 2024 |
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| Signature | 208.00 | $7.8k | 100% | Sep 2024 |
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| Mather Group | 173.00 | $6.5k | 10% | Sep 2024 |
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| CoreCap Advisors | 67.00 | $2.5k | 0% | Sep 2024 |
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| Smartleaf Asset Management | 63.00 | $2.4k | 0% | Sep 2024 |
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| Caldwell Sutter Capital | 52.00 | $2.0k | 0% | Sep 2024 |
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| Fifth Third Bancorp | 48.00 | $1.8k | 100% | Sep 2024 |
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| Covestor | 11.00 | $0 | 0% | Sep 2024 |
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| Proequities | 10.00 | $377k | 0% | Sep 2024 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Twin Focus Capital Partners | Mar 2024 | 103k | $3.3M |
| Jane Street | Jun 2024 | 70k | $2.3M |
| Ausdal Financial Partners | Jun 2024 | 33k | $1.1M |
| Foundations Investment Advisors | Jun 2024 | 28k | $920k |
| Old Mission Capital | Mar 2024 | 28k | $910k |
| Kmg Fiduciary Partners | Jun 2024 | 7.9k | $258k |
| Hrt Financial | Jun 2024 | 6.8k | $222k |
| Crescent Grove Advisors | Jun 2024 | 6.3k | $204k |
| U.S. Capital Wealth Advisors | Jun 2024 | 6.2k | $204k |
| International Assets Investment Management | Jun 2024 | 1.5k | $48k |
| First Manhattan | Mar 2024 | 1.3k | $42k |
| Financial Network Wealth Advisors | Jun 2024 | 41.00 | $1.4k |