Purchases and Sales Made in Q2 2023 in Indexiq Active ETF Tr Iq Macka (MMIN)
This table provides information about the institutional ownership of Indexiq Active ETF Tr Iq Macka (MMIN) during Q2 2023. The information is specifically focused on institutions that hold shares of INDEXIQ ACTIVE ETF TR IQ MACKA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.68M+ 46.2% |
$40M - $41.4M
|
5.31M
$127M
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
115K+ 22.66% |
$2.74M - $2.83M
|
621K
$14.9M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
114K+ 19.91% |
$2.73M - $2.82M
|
689K
$16.5M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.5K+ 15.37% |
$1.77M - $1.84M
|
559K
$13.4M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.2KNew |
$1.65M - $1.71M
|
69.2K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
53KNew |
$1.26M - $1.31M
|
53K
$1.27M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
47.2K+ 16.83% |
$1.12M - $1.16M
|
328K
$7.84M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.4K+ 2.94% |
$962K - $995K
|
1.42M
$33.9M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.6K+ 7.22% |
$753K - $779K
|
469K
$11.2M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27.5KNew |
$656K - $678K
|
27.5K
$659K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24K+ 7.95% |
$572K - $592K
|
326K
$7.81M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.5K+ 9.6% |
$323K - $334K
|
155K
$3.7M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.5KNew |
$321K - $332K
|
13.5K
$323K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
12.6KNew |
$300K - $310K
|
12.6K
$301K
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
12.2K+ 68.72% |
$290K - $300K
|
29.8K
$714K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 99.69% |
$250K - $258K
|
21K
$503K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.75K+ 6.11% |
$232K - $240K
|
169K
$4.05M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.7KNew |
$207K - $214K
|
8.7K
$208K
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8.5KNew |
$203K - $210K
|
8.5K
$203K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.8K+ 12.29% |
$162K - $168K
|
62.1K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.17KNew |
$147K - $152K
|
6.17K
$148K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.84K+ 10.01% |
$91.5K - $94.7K
|
42.2K
$1.01M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.79KNew |
$90.2K - $93.3K
|
3.79K
$90.6K
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
3.21K+ 4.34% |
$76.4K - $79.1K
|
77.1K
$1.85M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.06KNew |
$72.8K - $75.3K
|
3.06K
$73.1K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 21.31% |
$71.5K - $74K
|
17.1K
$409K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.41K+ 18.01% |
$57.5K - $59.4K
|
15.8K
$378K
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.27K+ 15.52% |
$54K - $55.9K
|
16.9K
$404K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.13K+ 0.86% |
$50.8K - $52.5K
|
249K
$5.96M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.23K+ 1.37% |
$29.3K - $30.3K
|
91.2K
$2.18M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
547+ 5.85% |
$13K - $13.5K
|
9.9K
$237K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
151+ 0.53% |
$3.6K - $3.72K
|
28.9K
$691K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50New |
$1.19K - $1.23K
|
50
$1.2K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 0.52% |
$381 - $394
|
3.12K
$74.6K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
15+ 0.03% |
$357 - $370
|
46.5K
$1.11M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.76% |
$23.8 - $24.7
|
132
$3.16K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-711- 0.77% |
$16.9K - $17.5K
|
92.2K
$2.21M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 11.19% |
$28.5K - $29.5K
|
9.5K
$227K
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.28K- 7.72% |
$30.6K - $31.6K
|
15.3K
$367K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.6K- 0.87% |
$62K - $64.2K
|
296K
$7.08M
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.84K- 2.33% |
$67.7K - $70K
|
119K
$2.86M
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.23K- 4.48% |
$76.9K - $79.5K
|
68.8K
$1.65M
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.3K- 12.43% |
$126K - $131K
|
37.4K
$894K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.73K- 7.31% |
$184K - $191K
|
98.1K
$2.35M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.84K- 7.8% |
$211K - $218K
|
104K
$2.5M
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-19K- 4.85% |
$453K - $468K
|
373K
$8.93M
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-23.7K- 33.24% |
$564K - $583K
|
47.5K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-92.3K- 50.2% |
$2.2M - $2.27M
|
91.5K
$2.19M
|