Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / HORIZON KINETICS
-
Total 13F shares
-
15,830,733
-
Share change
-
-4,390,728
-
Total reported value
-
$481,833,791
-
Put/Call ratio
-
0%
-
Price per share
-
$30.44
-
Number of holders
-
139
-
Value change
-
-$133,691,186
-
Number of buys
-
45
-
Number of sells
-
83
Institutional Holders of LISTED FDS TR - HORIZON KINETICS (INFL) as of Q3 2023
As of 30 Sep 2023,
LISTED FDS TR - HORIZON KINETICS (INFL) was held by
139 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,830,733 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, SHUFRO ROSE & CO LLC, EQUITABLE TRUST CO, LPL Financial LLC, Rockefeller Capital Management L.P., RAYMOND JAMES & ASSOCIATES, TMD Wealth Management, LLC, One Charles Private Wealth Services, LLC, WELLS FARGO & COMPANY/MN, and UBS Group AG.
This page lists
141
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.