Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / HORIZON KINETICS
-
Number of holders
-
142
-
Total 13F shares, excl. options
-
15,852,993
-
Shares change
-
-4,376,626
-
Total reported value, excl. options
-
$482,511,990
-
Value change
-
-$133,261,288
-
Put/Call ratio
-
0%
-
Number of buys
-
48
-
Number of sells
-
-84
-
Price
-
$30.44
Significant Holders of LISTED FDS TR - HORIZON KINETICS (INFL) as of Q3 2023
157 filings reported holding INFL - LISTED FDS TR - HORIZON KINETICS as of Q3 2023.
LISTED FDS TR - HORIZON KINETICS (INFL) has 142 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,852,993 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (2,642,348 shares), SHUFRO ROSE & CO LLC (1,151,842 shares), EQUITABLE TRUST CO (1,107,334 shares), LPL Financial LLC (987,981 shares), Rockefeller Capital Management L.P. (534,943 shares), RAYMOND JAMES & ASSOCIATES (483,486 shares), TMD Wealth Management, LLC (474,897 shares), One Charles Private Wealth Services, LLC (403,660 shares), WELLS FARGO & COMPANY/MN (387,236 shares), and UBS Group AG (347,186 shares).
This table shows the top 142 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.