Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / HORIZON KINETICS
-
Total 13F shares
-
10,718,293
-
Share change
-
+248,482
-
Total reported value
-
$348,863,697
-
Put/Call ratio
-
9.1%
-
Price per share
-
$32.56
-
Number of holders
-
108
-
Value change
-
+$11,002,110
-
Number of buys
-
34
-
Number of sells
-
80
Institutional Holders of LISTED FDS TR - HORIZON KINETICS (INFL) as of Q1 2024
As of 31 Mar 2024,
LISTED FDS TR - HORIZON KINETICS (INFL) was held by
108 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,718,293 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, LPL Financial LLC, Rockefeller Capital Management L.P., One Charles Private Wealth Services, LLC, WELLS FARGO & COMPANY/MN, COMMONWEALTH EQUITY SERVICES, LLC, Royal Bank of Canada, CAPTRUST FINANCIAL ADVISORS, Lowe Wealth Advisors, LLC, and Bank of New York Mellon Corp.
This page lists
108
institutional shareholders reporting positions in this security
for the Q1 2024 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.