Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / HORIZON KINETICS
-
Number of holders
-
128
-
Total 13F shares, excl. options
-
10,750,351
-
Shares change
-
-5,306,009
-
Total reported value, excl. options
-
$336,918,789
-
Value change
-
-$166,220,249
-
Put/Call ratio
-
3.8%
-
Number of buys
-
35
-
Number of sells
-
-98
-
Price
-
$31.47
Significant Holders of LISTED FDS TR - HORIZON KINETICS (INFL) as of Q4 2023
157 filings reported holding INFL - LISTED FDS TR - HORIZON KINETICS as of Q4 2023.
LISTED FDS TR - HORIZON KINETICS (INFL) has 128 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,750,351 shares
.
Largest 10 shareholders include SHUFRO ROSE & CO LLC (1,144,443 shares), LPL Financial LLC (808,898 shares), EQUITABLE TRUST CO (597,298 shares), Rockefeller Capital Management L.P. (483,650 shares), RAYMOND JAMES & ASSOCIATES (466,611 shares), One Charles Private Wealth Services, LLC (396,750 shares), WELLS FARGO & COMPANY/MN (323,798 shares), Engrave Wealth Partners LLC (297,500 shares), COMMONWEALTH EQUITY SERVICES, LLC (280,017 shares), and JNBA Financial Advisors (270,294 shares).
This table shows the top 128 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.