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 Excel
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 | 3.7M | $121M | 6614% | Mar 2024 |
|
| LPL Financial | 668k | $22M | -32% | Mar 2024 |
|
| Rockefeller Capital Management | 484k | $15M | -10% | Dec 2023 |
|
| One Charles Private Wealth Services | 384k | $13M | -3% | Mar 2024 |
|
| Wells Fargo & Company | 358k | $12M | 11% | Mar 2024 |
|
| Engrave Wealth Partners | 298k | $9.4M | -10% | Dec 2023 |
|
| Commonwealth Equity Services | 270k | $8.8M | -4% | Mar 2024 |
|
| Royal Bank of Canada | 239k | $7.8M | -1% | Mar 2024 |
|
| Captrust Financial Advisors | 218k | $7.1M | -18% | Mar 2024 |
|
| Lowe fs | 214k | $7.0M | 3% | Mar 2024 |
|
| Bank of New York Mellon | 181k | $5.9M | 40% | Mar 2024 |
|
| Green Square Capital | 179k | $5.6M | -16% | Dec 2023 |
|
| Edge Capital Group | 173k | $5.6M | -29% | Mar 2024 |
|
| Cullen Frost Bankers | 172k | $5.6M | -9% | Mar 2024 |
|
| UBS Group | 169k | $5.5M | -25% | Mar 2024 |
|
| Moors & Cabot | 167k | $5.4M | 4% | Mar 2024 |
|
| Raymond James & Associates | 159k | $5.2M | -66% | Mar 2024 |
|
| JNBA Financial Advisors | 152k | $4.9M | -44% | Mar 2024 |
|
| Philip James Wealth Mangement | 121k | $3.9M | 8% | Mar 2024 |
|
| Atlas Wealth Partners | 113k | $3.7M | 9% | Mar 2024 |
|
| Aptus Capital Advisors | 107k | $3.5M | -48% | Mar 2024 |
|
| Twin Focus Capital Partners | 103k | $3.3M | -32% | Mar 2024 |
|
| NewEdge Wealth | 100k | $3.2M | -1% | Mar 2024 |
|
| Jane Street | 86k | $2.8M | 36% | Mar 2024 |
|
| Hilltop National Bank | 85k | $2.8M | 100% | Mar 2024 |
|
| Horizon Kinetics Asset Management | 85k | $2.7M | 1% | Dec 2023 |
|
| EagleClaw Capital Managment | 85k | $2.8M | 5% | Mar 2024 |
|
| CI Private Wealth | 83k | $2.7M | -28% | Mar 2024 |
|
| Envestnet Asset Management | 82k | $2.7M | 22% | Mar 2024 |
|
| Kingsview Wealth Management | 78k | $2.5M | 100% | Mar 2024 |
|
| NCM Capital Management | 76k | $2.5M | 1% | Mar 2024 |
|
| Wealthsource Partners | 73k | $2.3M | 0% | Dec 2023 |
|
| Auxano Advisors | 71k | $2.3M | -6% | Mar 2024 |
|
| Citadel Advisors | 69k | $2.2M | 181% | Mar 2024 |
|
| Pekin, Singer Strauss Asset Management | 64k | $2.1M | -36% | Mar 2024 |
|
| Janney Montgomery Scott | 64k | $2.1M | -66% | Mar 2024 |
|
| Spire Wealth Management | 61k | $2.0M | -1% | Mar 2024 |
|
| Equitable Trust | 59k | $1.9M | -90% | Mar 2024 |
|
| Pecaut & Co. | 54k | $1.8M | -13% | Mar 2024 |
|
| Steward Partners Investment Advisory | 48k | $1.6M | 3% | Mar 2024 |
|
| Absolute Investment Management | 47k | $1.5M | -26% | Mar 2024 |
|
| HighTower Advisors | 46k | $1.5M | -76% | Mar 2024 |
|
| Stratos Wealth Advisors | 46k | $1.5M | -12% | Mar 2024 |
|
| TrinityPoint Wealth | 41k | $1.3M | -55% | Mar 2024 |
|
| Davenport & Co | 41k | $1.3M | 6% | Mar 2024 |
|
| Parsons Capital Management | 41k | $1.3M | -3% | Mar 2024 |
|
| Abacus Planning Group | 40k | $1.3M | 2% | Mar 2024 |
|
| HPM Partners | 40k | $1.3M | -3% | Mar 2024 |
|
| Compass Ion Advisors | 40k | $1.3M | -3% | Mar 2024 |
|
| Sontag Advisory | 35k | $1.1M | 0% | Mar 2024 |
|
| 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 |
|
| D. E. Shaw & Co | 29k | $933k | 100% | Mar 2024 |
|
| 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 |
|
| Advisor Group Holdings | 25k | $799k | -37% | Mar 2024 |
|
| 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 |
|
| Fernwood Investment Management | 21k | $667k | 17% | Mar 2024 |
|
| National Asset Management | 20k | $604k | 124% | Mar 2024 |
|
| New England Private Wealth Advisors | 17k | $567k | -63% | Mar 2024 |
|
| STAR Financial Bank | 15k | $485k | -48% | Mar 2024 |
|
| Schwartz Investment Counsel | 14k | $456k | 0% | Mar 2024 |
|
| Qube Research & Technologies | 13k | $425k | -39% | Mar 2024 |
|
| Carlton, Hoffferkamp & Jenks Wealth Management | 12k | $374k | -7% | Mar 2024 |
|
| Allegheny Financial Group | 11k | $349k | -56% | Mar 2024 |
|
| Global Assets Advisory | 11k | $326k | 100% | Mar 2024 |
|
| Garrison Point Advisors | 10k | $334k | 0% | Mar 2024 |
|
| Goss Wealth Management | 9.5k | $310k | 3% | Mar 2024 |
|
| Second Line Capital | 9.5k | $298k | 100% | Dec 2023 |
|
| Evanson Asset Management | 9.3k | $302k | 0% | Mar 2024 |
|
| 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 |
|
| Stifel Financial | 7.4k | $240k | 100% | Mar 2024 |
|
| Crescent Grove Advisors | 7.2k | $234k | -7% | Mar 2024 |
|
| Pnc Financial Services | 6.7k | $217k | 2% | Mar 2024 |
|
| Advisory Services Network | 6.5k | $212k | 0% | Mar 2024 |
|
| U.S. Capital Wealth Advisors | 6.2k | $203k | -13% | Mar 2024 |
|
| Morgan Stanley | 6.2k | $201k | -35% | Mar 2024 |
|
| Spectrum Wealth Counsel | 3.9k | $126k | -23% | Mar 2024 |
|
| Front Row Advisors | 2.8k | $90k | 0% | Mar 2024 |
|
| Hartland & Co | 2.4k | $75k | 0% | Dec 2023 |
|
| Sugarloaf Wealth Management | 2.3k | $74k | -98% | Mar 2024 |
|
| Bank Of Montreal | 2.2k | $71k | 0% | Mar 2024 |
|
| Blue Bell Private Wealth Management | 2.1k | $67k | -37% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.7k | $57k | -7% | Mar 2024 |
|
| Coppell Advisory Solutions | 1.4k | $45k | 100% | Dec 2023 |
|
| First Manhattan | 1.3k | $42k | -21% | Mar 2024 |
|
| Brian McDonald | 653.00 | $21k | -79% | Mar 2024 |
|
| Bank of America Corporation | 500.00 | $16k | 0% | Mar 2024 |
|
| 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 |
|
| FNY Investment Advisers | 300.00 | $9.0k | 100% | Mar 2024 |
|
| JDM Financial Group | 273.00 | $8.9k | 0% | Mar 2024 |
|
| Financial Freedom | 209.00 | $6.8k | 0% | Mar 2024 |
|
| Smartleaf Asset Management | 63.00 | $2.0k | 0% | Mar 2024 |
|
| Caldwell Sutter Capital | 52.00 | $1.7k | 0% | Mar 2024 |
|
| Covestor | 11.00 | $0 | 0% | Mar 2024 |
|
| Proequities | 10.00 | $327k | 0% | Mar 2024 |
|
Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shufro Rose & Co | Dec 2023 | 1.1M | $35M |
| TMD Wealth Management | Sep 2023 | 475k | $15M |
| Susquehanna International | Sep 2023 | 67k | $2.0M |
| Ameritas Advisory Services | Sep 2023 | 60k | $1.8M |
| Clayton Financial Group | Dec 2023 | 30k | $951k |
| Axxcess Wealth Management | Sep 2023 | 29k | $889k |
| Oppenheimer & Co | Sep 2023 | 21k | $636k |
| MBE Wealth Management | Dec 2023 | 20k | $636k |
| Defender Capital | Dec 2023 | 19k | $595k |
| Meixler Investment Management | Dec 2023 | 14k | $428k |
| Waterloo Capital | Sep 2023 | 12k | $374k |
| Gail Mannix | Dec 2023 | 8.4k | $264k |
| Mariner Wealth Advisors | Dec 2023 | 7.8k | $244k |
| Hrt Financial | Dec 2023 | 7.6k | $238k |
| Silver Oak Securities | Dec 2023 | 6.8k | $213k |
| Congress Wealth Management LLC / DE / | Dec 2023 | 6.4k | $201k |
| Savant Capital Management | Dec 2023 | 6.4k | $201k |
| Solstein Capital | Dec 2023 | 2.7k | $86k |
| Creative Financial Designs | Dec 2023 | 1.4k | $45k |
| Parallel Advisors | Dec 2023 | 1.2k | $37k |
| Benjamin F. Edwards & Company | Dec 2023 | 307.00 | $10k |
| TD Waterhouse Canada | Dec 2023 | 19.00 | $734.000400 |
| Ronald Blue Trust | Dec 2023 | 13.00 | $0 |
| TSFG | Dec 2023 | 13.00 | $0 |