Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
554K+ 191.2% |
$12.4M - $13.7M
|
844K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
367K+ 123.07% |
$8.21M - $9.05M
|
665K
$16.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
96.4K+ 27.85% |
$2.16M - $2.38M
|
443K
$10.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
81.5KNew |
$1.82M - $2.01M
|
81.5K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
74.4K+ 251.13% |
$1.67M - $1.84M
|
104K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.5K+ 4.02% |
$1.29M - $1.42M
|
1.49M
$36M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.2K+ 5.95% |
$744K - $820K
|
592K
$14.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
30.9KNew |
$691K - $762K
|
30.9K
$746K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.9KNew |
$669K - $737K
|
29.9K
$721K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
29.7K+ 38.14% |
$663K - $732K
|
107K
$2.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.5K+ 8.24% |
$459K - $506K
|
270K
$6.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
19.1K+ 26.58% |
$426K - $470K
|
90.8K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.6KNew |
$326K - $359K
|
14.6K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
14.2K+ 47.59% |
$318K - $351K
|
44.1K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
12.3K+ 3.14% |
$276K - $304K
|
406K
$9.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 4.87% |
$265K - $293K
|
256K
$6.17M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$244K - $269K
|
10.9K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.15KNew |
$205K - $226K
|
9.15K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.88KNew |
$131K - $145K
|
5.88K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.8K+ 13.64% |
$130K - $143K
|
48.3K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.5K+ 5.13% |
$101K - $111K
|
92.3K
$2.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.73KNew |
$61.1K - $67.4K
|
2.73K
$66K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
213New |
$4.76K - $5.25K
|
213
$5.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 1.5% |
$44.7 - $49.3
|
135
$3.26K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-19- 0.19% |
$425 - $469
|
10.1K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-415- 0.47% |
$9.28K - $10.2K
|
88.1K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-416- 0.84% |
$9.31K - $10.3K
|
49.3K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-427- 4.8% |
$9.55K - $10.5K
|
8.47K
$204K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-510- 0.71% |
$11.4K - $12.6K
|
71.1K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.22K- 72.73% |
$49.7K - $54.8K
|
833
$20.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.55K- 18.05% |
$57.1K - $63K
|
11.6K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.44K- 22.4% |
$76.9K - $84.8K
|
11.9K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.68K- 2.61% |
$82.3K - $90.7K
|
137K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.4K- 20.12% |
$98.5K - $109K
|
17.5K
$422K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.68K- 41.13% |
$105K - $115K
|
6.7K
$162K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-6.68K- 5.6% |
$149K - $165K
|
113K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 44.44% |
$262K - $289K
|
14.7K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-11.8K- 46.84% |
$264K - $292K
|
13.4K
$324K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.5K- 8.55% |
$302K - $333K
|
144K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-13.8K- 32.38% |
$310K - $341K
|
28.9K
$698K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.1K- 4.5% |
$473K - $522K
|
449K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-21.2K- 51.46% |
$474K - $523K
|
20K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-44.7K- 47.45% |
$999K - $1.1M
|
49.5K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-46.2K- 7.56% |
$1.03M - $1.14M
|
565K
$13.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-88K- 1.64% |
$1.97M - $2.17M
|
5.26M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-109K- 76.53% |
$2.44M - $2.69M
|
33.5K
$808K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-512K- 25.6% |
$11.5M - $12.6M
|
1.49M
$36M
|